Compare · 3 funds side by side · dividends reinvested

SPBC, IBIT and ETHA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,391SPBC · best of the three

02 / 04

SPBC, IBIT and ETHA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.84%+7.2%+7.3%+26.2%+13.0%−11.7%16.2%$43M1.3

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$61.0B1.8

iShares Ethereum Trust ETFCrypto · Spot ether0.25%0.00%−24.6%−30.3%[…][…]−56.5%61.5%$6.8B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SPBC 2021 · IBIT 2024 · ETHA 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $43M$18,391

SPBC

IBIT

iShares Bitcoin Trust ETF · $61.0B[…]

$10,000 five years ago, dividends reinvested

SPBCMeasureIBIT

+7.2%Year to dateJan 1 → Nov 5−13.3%

+7.3%1 yearTotal return−24.7%

+26.2%3 years · per year$10,000 became $20,089 · […][…]

+13.0%5 years · per year$10,000 became $18,391 · […][…]

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

0.84%Trailing 12-mo yield$84 · $0 a year on $10k0.00%

−11.7%Worst dropSmaller is better−44.7%

16.2%VolatilityLower is calmer44.9%

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

5–1SPBC wins

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

More Ways to See the Pairs

SPBC vs IBIT: Top 5 Holdings

Today

SPBC

88.5%in top 5

IBIT

in top 5[…]

SPBCStockIBIT

79.9%IVVnot top 5

8.6%HODLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SPBC vs IBIT Returns, Every Period

SimplifySPBC

+7.3%

past year

IBITiShares

−24.7%

past year

SPBCIBITFaded: behind in that period

2–0SPBC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPBC vs IBIT

YTD

SimplifySPBC

+7.2%

IBITiShares

−13.3%

+7.2%Year to date−13.3%

−11.7%Worst drop · 1Y−44.7%

16.2%Volatility · 1Y44.9%

0.8%Yield0.0%

$42.6MAssets$61.0B

4–0SPBC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPBC, IBIT, ETHA

Today

0.25%lowest, IBIT

FundExpense ratioFee$10k

IBIT0.25%$25

ETHA0.25%$25

SPBC0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPBC, IBIT, ETHA

0.84%highest, SPBC

FundTrailing yieldYield$10k

SPBC0.84%$84

IBIT0.00%$0

ETHA0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$31most kept, SPBC

SPBC$84 − $53 = $31

IBIT$0 − $25 = −$25

ETHA$0 − $25 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPBC, IBIT, ETHA

Today

[…]holdings […]

SPBCIBITETHA

SPBC—[…][…]

IBIT[…]—[…]

ETHA[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.3%SPBC, at 16.2% volatility

SPBCWorst drop−11.7%16.2% vol

IBITWorst drop−44.7%44.9% vol

ETHAWorst drop−56.5%61.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPBCIBIT

+7.2%Year to date−13.3%

0.8%Yield0.0%

+7.3%Past year−24.7%

0.53%Fee0.25%

3–1SPBC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IBIT vs FBTC

YTD

iSharesIBIT

−13.3%

FBTCFidelity

−13.2%

−13.3%Year to date−13.2%

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

$61.0BAssets$13.5B

1–0FBTC wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026