Compare · 3 funds side by side · dividends reinvested

SPBC, FBTC and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,726SPBC · best of the three

02 / 04

SPBC, FBTC and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.82%+10.1%+11.0%+26.0%+13.4%−11.7%16.3%$41M1.3

Fidelity Wise Origin Bitcoin FundCrypto · Spot bitcoin0.25%0.00%−14.7%−26.1%[…][…]−44.8%44.5%$13.5B2.0

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−14.8%−26.1%[…][…]−44.7%44.7%$60.7B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPBC 2021 · FBTC 2024 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $41M$18,726

SPBC

FBTC

Fidelity Wise Origin Bitcoin Fund · $13.5B[…]

$10,000 five years ago, dividends reinvested

SPBCMeasureFBTC

+10.1%Year to dateJan 1 → Nov 9−14.7%

+11.0%1 yearTotal return−26.1%

+26.0%3 years · per year$10,000 became $19,988 · […][…]

+13.4%5 years · per year$10,000 became $18,726 · […][…]

0.53%Expense ratio$53 · $25 a year on $10k · lower is better0.25%

0.82%Trailing 12-mo yield$82 · $0 a year on $10k0.00%

−11.7%Worst dropSmaller is better−44.8%

16.3%VolatilityLower is calmer44.5%

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

5–1SPBC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPBC vs FBTC: Top 5 Holdings

Today

SPBC

88.9%in top 5

FBTC

in top 5[…]

SPBCStockFBTC

80.4%IVVnot top 5

8.5%HODLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SPBC vs FBTC Returns, Every Period

SimplifySPBC

+11.0%

past year

FBTCFidelity

−26.1%

past year

SPBCFBTCFaded: behind in that period

2–0SPBC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPBC vs FBTC

YTD

SimplifySPBC

+10.1%

FBTCFidelity

−14.7%

+10.1%Year to date−14.7%

−11.7%Worst drop · 1Y−44.8%

16.3%Volatility · 1Y44.5%

0.8%Yield0.0%

$40.6MAssets$13.5B

4–0SPBC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPBC, FBTC, IBIT

Today

0.25%lowest, FBTC

FundExpense ratioFee$10k

FBTC0.25%$25

IBIT0.25%$25

SPBC0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPBC, FBTC, IBIT

0.82%highest, SPBC

FundTrailing yieldYield$10k

SPBC0.82%$82

FBTC0.00%$0

IBIT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$29most kept, SPBC

SPBC$82 − $53 = $29

FBTC$0 − $25 = −$25

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPBC, FBTC, IBIT

Today

[…]holdings […]

SPBCFBTCIBIT

SPBC—[…][…]

FBTC[…]—[…]

IBIT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.0%SPBC, at 16.3% volatility

SPBCWorst drop−11.7%16.3% vol

FBTCWorst drop−44.8%44.5% vol

IBITWorst drop−44.7%44.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPBCFBTC

+10.1%Year to date−14.7%

0.8%Yield0.0%

+11.0%Past year−26.1%

0.53%Fee0.25%

3–1SPBC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026