Simplify US Equity PLUS Bitcoin Strategy ETF
SPBC
NASDAQ
| Weiss Ratings | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Price | $43.59 | |||
| Company Info | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.84% | |||
| Dividend | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.80% | |||
| Stock | 99.21% | |||
| U.S. Stock | 98.70% | |||
| Non-U.S. Stock | 0.51% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.94% | |||
| 30-Day Total Return | 5.64% | |||
| 60-Day Total Return | 12.43% | |||
| 90-Day Total Return | 20.12% | |||
| Year to Date Total Return | 14.84% | |||
| 1-Year Total Return | 38.36% | |||
| 2-Year Total Return | 79.77% | |||
| 3-Year Total Return | 107.54% | |||
| 5-Year Total Return | -- | |||
| Price | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | $41.82 | |||
| 1-Month Low Price | $41.54 | |||
| 1-Month High Price | $43.03 | |||
| 52-Week Low Price | $32.08 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $43.03 | |||
| 52-Week High Price (Date) | Jul 28, 2025 | |||
| NAV | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 1-Month Low NAV | $41.60 | |||
| 1-Month High NAV | $43.05 | |||
| 52-Week Low NAV | $32.15 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $43.05 | |||
| 52-Week High Price (Date) | Jul 28, 2025 | |||
| Beta / Standard Deviation | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.21 | |||
| Standard Deviation | 19.33 | |||
| Balance Sheet | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 74.66M | |||
| Operating Ratios | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.76% | |||
| Turnover Ratio | 21.00% | |||
| Performance | SPBC - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 26.67% | |||
| Last Bear Market Total Return | -22.62% | |||