Compare · 2 funds side by side · dividends reinvested

SPBC and GBTC

SPBCSimplify×GBTCGrayscale×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,893SPBC · best of the two

02 / 04

SPBC and GBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.54%0.81%+10.6%+8.5%+28.6%+13.6%−11.7%15.4%$42M1.1

Grayscale Bitcoin Trust ETFCrypto · Spot bitcoin1.50%0.00%−12.2%−30.2%+33.8%+4.0%−47.1%44.7%$9.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPBC 2021 · GBTC 2013

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $42M$18,893

SPBC

GBTC

Grayscale Bitcoin Trust ETF · $9.6B$12,144

$10,000 five years ago, dividends reinvested

SPBCMeasureGBTC

+10.6%Year to dateJan 1 → Nov 3−12.2%

+8.5%1 yearTotal return−30.2%

+28.6%3 years · per year$10,000 became $21,254 · $23,945+33.8%

+13.6%5 years · per year$10,000 became $18,893 · $12,144+4.0%

0.54%Expense ratio$54 · $150 a year on $10k · lower is better1.50%

0.81%Trailing 12-mo yield$81 · $0 a year on $10k0.00%

−11.7%Worst dropSmaller is better−47.1%

15.4%VolatilityLower is calmer44.7%

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

7–1SPBC wins

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

More Ways to See the Pairs

SPBC vs GBTC: Top 5 Holdings

Today

SPBC

88.7%in top 5

GBTC

in top 5[…]

SPBCStockGBTC

80.2%IVVnot top 5

8.4%HODLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SPBC vs GBTC Returns, Every Period

SimplifySPBC

+13.6%

5 years, per year

GBTCGrayscale

+4.0%

5 years, per year

SPBCGBTCFaded: behind in that period

3–1SPBC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPBC vs GBTC

YTD

SimplifySPBC

+10.6%

GBTCGrayscale

−12.2%

+10.6%Year to date−12.2%

−11.7%Worst drop · 1Y−47.1%

15.4%Volatility · 1Y44.7%

0.8%Yield0.0%

$41.8MAssets$9.6B

4–0SPBC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPBC, GBTC

Today

0.54%lowest, SPBC

FundExpense ratioFee$10k

SPBC0.54%$54

GBTC1.50%$150

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPBC, GBTC

0.81%highest, SPBC

FundTrailing yieldYield$10k

SPBC0.81%$81

GBTC0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$27most kept, SPBC

SPBC$81 − $54 = $27

GBTC$0 − $150 = −$150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPBC, GBTC

Today

[…]holdings […]

SPBCGBTC

SPBC—[…]

GBTC[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.5%SPBC, at 15.4% volatility

SPBCWorst drop−11.7%15.4% vol

GBTCWorst drop−47.1%44.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPBCGBTC

+10.6%Year to date−12.2%

0.8%Yield0.0%

+8.5%Past year−30.2%

0.54%Fee1.50%

4–0SPBC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IBIT vs FBTC

YTD

iSharesIBIT

−11.3%

FBTCFidelity

−11.2%

−11.3%Year to date−11.2%

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

$62.4BAssets$15.4B

1–0FBTC wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026