Compare · 3 funds side by side · dividends reinvested

SPBC, BTC and FBTC

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,525SPBC · best of the three

02 / 04

SPBC, BTC and FBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.80%+12.9%+11.0%+28.6%+14.3%−11.7%15.5%$42M1.3

Grayscale Bitcoin Mini Trust ETFCrypto · Spot bitcoin0.15%0.00%−8.6%−25.0%[…][…]−45.0%44.7%$4.9B1.8

Fidelity Wise Origin Bitcoin FundCrypto · Spot bitcoin0.25%0.00%−8.7%−25.1%[…][…]−45.0%44.8%$15.4B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SPBC 2021 · BTC 2024 · FBTC 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $42M$19,525

SPBC

BTC

Grayscale Bitcoin Mini Trust ETF · $4.9B[…]

$10,000 five years ago, dividends reinvested

SPBCMeasureBTC

+12.9%Year to dateJan 1 → Nov 4−8.6%

+11.0%1 yearTotal return−25.0%

+28.6%3 years · per year$10,000 became $21,291 · […][…]

+14.3%5 years · per year$10,000 became $19,525 · […][…]

0.53%Expense ratio$53 · $15 a year on $10k · lower is better0.15%

0.80%Trailing 12-mo yield$80 · $0 a year on $10k0.00%

−11.7%Worst dropSmaller is better−45.0%

15.5%VolatilityLower is calmer44.7%

SPBCBTC Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1SPBC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPBC vs BTC: Top 5 Holdings

Today

SPBC

88.7%in top 5

BTC

in top 5[…]

SPBCStockBTC

80.1%IVVnot top 5

8.5%HODLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SPBC vs BTC Returns, Every Period

SimplifySPBC

+11.0%

past year

BTCGrayscale

−25.0%

past year

SPBCBTCFaded: behind in that period

2–0SPBC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPBC vs BTC

YTD

SimplifySPBC

+12.9%

BTCGrayscale

−8.6%

+12.9%Year to date−8.6%

−11.7%Worst drop · 1Y−45.0%

15.5%Volatility · 1Y44.7%

0.8%Yield0.0%

$41.6MAssets$4.9B

4–0SPBC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPBC, BTC, FBTC

Today

0.15%lowest, BTC

FundExpense ratioFee$10k

BTC0.15%$15

FBTC0.25%$25

SPBC0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPBC, BTC, FBTC

0.80%highest, SPBC

FundTrailing yieldYield$10k

SPBC0.80%$80

BTC0.00%$0

FBTC0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$27most kept, SPBC

SPBC$80 − $53 = $27

BTC$0 − $15 = −$15

FBTC$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPBC, BTC, FBTC

Today

[…]holdings […]

SPBCBTCFBTC

SPBC—[…][…]

BTC[…]—[…]

FBTC[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.0%SPBC, at 15.5% volatility

SPBCWorst drop−11.7%15.5% vol

BTCWorst drop−45.0%44.7% vol

FBTCWorst drop−45.0%44.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPBCBTC

+12.9%Year to date−8.6%

0.8%Yield0.0%

+11.0%Past year−25.0%

0.53%Fee0.15%

3–1SPBC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

IBIT vs FBTC

YTD

iSharesIBIT

−8.7%

FBTCFidelity

−8.7%

−8.7%Year to date−8.7%

0.25% · $25Fee · on $10k a year0.25% · $25

$62.6BAssets$15.4B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026