Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC)
- Expense ratio0.75%
- Net assets$42.5M
- Dividend yield0.83%
- 1-year return+13.00%
- Holdings2
SPBC ETF price chart
SPBC quote & trading statistics
SPBC performance
Annual returns & drawdowns →- YTD+12.96%
- 1 year+13.00%
- 3 years+27.90%/yr
- 5 years+13.97%/yr
- 10 years0.00%/yr
- 1Y volatility
- 15.47%
- 3Y volatility
- 15.59%
- 3Y Sharpe ratio
- 1.47
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
SPBC top 2 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IVV | iShares Trust - iShares Core S&P 500 ETF | 89.21% |
| 2 | HODL | VanEck Bitcoin Trust | 9.46% |
The top 2 holdings make up 98.7% of the fund (2 holdings in total). As of October 23, 2026.
About Simplify US Equity PLUS Bitcoin Strategy ETF
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and, exchange-traded products with direct exposure to Bitcoin ("Bitcoin ETPs"), and exchange-traded funds with indirect exposure to Bitcoin through Bitcoin futures options,swaps,or other derivative instruments ("Bitcoin ETFs").
SPBC ETF FAQ
What is the SPBC expense ratio?
Simplify US Equity PLUS Bitcoin Strategy ETF has a net expense ratio of 0.75%, or $75.00 a year for every $10,000 invested.
How much money is in SPBC?
Simplify US Equity PLUS Bitcoin Strategy ETF has about $42.5M in net assets.
What are the top holdings of SPBC?
The largest positions in SPBC are iShares Trust - iShares Core S&P 500 ETF (89.21%), VanEck Bitcoin Trust (9.46%). The fund holds 2 securities in total.
How has SPBC performed?
SPBC returned +13.00% over the past year and +13.97% a year over the past five years, including reinvested distributions.
Does SPBC pay dividends?
SPBC has a dividend yield of 0.83%.
When was SPBC launched?
Simplify US Equity PLUS Bitcoin Strategy ETF began trading on May 24, 2021.