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 | $49.99 | |||
| Company Info | SPBC - NASDAQ | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (5), Jeffrey A. Schwarte (1) | |||
| 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 | 0.80% | |||
| Dividend | SPBC - NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | SPBC - NASDAQ | Click to Compare |
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| Cash | 0.19% | |||
| Stock | 90.76% | |||
| U.S. Stock | 90.34% | |||
| Non-U.S. Stock | 0.42% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 9.04% | |||
| Price History | SPBC - NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.82% | |||
| 30-Day Total Return | -1.98% | |||
| 60-Day Total Return | 0.67% | |||
| 90-Day Total Return | 6.40% | |||
| Year to Date Total Return | 12.54% | |||
| 1-Year Total Return | 12.97% | |||
| 2-Year Total Return | 36.91% | |||
| 3-Year Total Return | 112.61% | |||
| 5-Year Total Return | 93.64% | |||
| Price | SPBC - NASDAQ | Click to Compare |
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| Closing Price | $50.80 | |||
| 1-Month Low Price | $49.95 | |||
| 1-Month High Price | $51.19 | |||
| 52-Week Low Price | $40.33 | |||
| 52-Week Low Price (Date) | Mar 30, 2026 | |||
| 52-Week High Price | $51.22 | |||
| 52-Week High Price (Date) | Sep 21, 2026 | |||
| NAV | SPBC - NASDAQ | Click to Compare |
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| 1-Month Low NAV | $49.99 | |||
| 1-Month High NAV | $51.12 | |||
| 52-Week Low NAV | $40.37 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $51.14 | |||
| 52-Week High Price (Date) | Sep 21, 2026 | |||
| Beta / Standard Deviation | SPBC - NASDAQ | Click to Compare |
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| Beta | 1.17 | |||
| Standard Deviation | 15.55 | |||
| Balance Sheet | SPBC - NASDAQ | Click to Compare |
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| Total Assets | 41.32M | |||
| Operating Ratios | SPBC - NASDAQ | Click to Compare |
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| Expense Ratio | 0.54% | |||
| Turnover Ratio | 15.00% | |||
| Performance | SPBC - NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.16% | |||
| Last Bear Market Total Return | -22.62% | |||