SPBCSimplify US Equity PLUS Bitcoin Strategy ETF
Seeks long-term capital appreciation.
By Simplify Asset Management · Launched 2021
Annual Cost
0.54%
#2,858 of 5,861 · average
Fund Size
$44M
#3,777 of 5,861 · mid-size
Return (1Y)Goal
+12.0%
Track Record
5 years
#2,327 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,238+12.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 4 holdings = 99.4% of fund✓ diversified through underlying funds
iShares Trust
89.6%
VANECK ETF TRUST
9.9%
DREYFUS TRSY OBLIG CASH MDTRXX
0.1%
CHICAGO MERCANTILE EXCHANGE INC.ESM6
-0.1%
Asset allocation
Stocks
90.4%
Other
9.1%
Cash
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.3%Moderate
Year-on-year price swings
Max drawdown
-33.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.10Strong risk-adjusted returns
Sortino (3Y)
1.63Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of U.S. companies and targets a 10% allocation to Bitcoin ETPs and Bitcoin ETFs. The Fund aims for long-term capital appreciation while managing liquidity through affiliated money market ETFs.
- Inception date
- May 24, 2021
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-04