Simplify US Equity PLUS Bitcoin Strategy ETF
SPBC
NASDAQ
| Weiss Ratings | SPBC - NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | SPBC - NASDAQ | Click to Compare |
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| Price | $44.54 | |||
| Company Info | SPBC - NASDAQ | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (4), Jeffrey A. Schwarte (0) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | SPBC - NASDAQ | Click to Compare |
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| Fund Name | Simplify US Equity PLUS Bitcoin Strategy ETF | |||
| Category | Digital Assets | |||
| Sub-Category | Alternative Miscellaneous | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 24, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SPBC - NASDAQ | Click to Compare |
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| Dividend Yield | 0.85% | |||
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| Dividend Yield (Forward) | 1.38% | |||
| Asset Allocation | SPBC - NASDAQ | Click to Compare |
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| Cash | 0.62% | |||
| Stock | 99.38% | |||
| U.S. Stock | 98.94% | |||
| Non-U.S. Stock | 0.44% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SPBC - NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.49% | |||
| 30-Day Total Return | 4.42% | |||
| 60-Day Total Return | 7.24% | |||
| 90-Day Total Return | 6.93% | |||
| Year to Date Total Return | 16.25% | |||
| 1-Year Total Return | 25.92% | |||
| 2-Year Total Return | 92.42% | |||
| 3-Year Total Return | 140.96% | |||
| 5-Year Total Return | -- | |||
| Price | SPBC - NASDAQ | Click to Compare |
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| Closing Price | $45.08 | |||
| 1-Month Low Price | $43.15 | |||
| 1-Month High Price | $45.08 | |||
| 52-Week Low Price | $32.08 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $45.08 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| NAV | SPBC - NASDAQ | Click to Compare |
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| 1-Month Low NAV | $43.24 | |||
| 1-Month High NAV | $45.12 | |||
| 52-Week Low NAV | $32.15 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $45.12 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| Beta / Standard Deviation | SPBC - NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 17.28 | |||
| Balance Sheet | SPBC - NASDAQ | Click to Compare |
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| Total Assets | 77.34M | |||
| Operating Ratios | SPBC - NASDAQ | Click to Compare |
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| Expense Ratio | 0.76% | |||
| Turnover Ratio | 30.00% | |||
| Performance | SPBC - NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.67% | |||
| Last Bear Market Total Return | -22.62% | |||