Compare · 2 funds side by side · dividends reinvested

SPBC and SPY

SPBCSimplify×SPYSPDR×

Versus in desk

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

02 / 04

SPBC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.80%+12.9%+11.0%+28.6%+14.3%−11.7%15.5%$43M1.8

Rank among the two1st → 2ndFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SPBC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPBCMeasureSPY

+12.9%Year to dateJan 1 → Nov 5+13.3%

+11.0%1 yearTotal return+13.4%

+28.6%3 years · per year$10,000 became $21,291 · $19,132+24.1%

+14.3%5 years · per year$10,000 became $19,525 · $18,060+12.6%

0.53%Expense ratio$53 · $9 a year on $10k · lower is better0.09%

0.80%Trailing 12-mo yield$80 · $99 a year on $10k0.99%

−11.7%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer12.9%

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

2–6SPY 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 SPY: Top 5 Holdings

Today

SPBC

88.5%in top 5

SPY

in top 527.7%

SPBCStockSPY

79.9%IVVnot top 5

8.6%HODLnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

SPBC vs SPY Returns, Every Period

SimplifySPBC

+14.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SPBCSPYFaded: behind in that period

2–2Level

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

Crypto vs Core: SPBC vs SPY

YTD

SimplifySPBC

+12.9%

SPYSPDR

+13.3%

+12.9%Year to date+13.3%

−11.7%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y12.9%

0.8%Yield1.0%

$42.6MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: SPBC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SPBC0.53%$53

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

Yields: SPBC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

SPBC0.80%$80

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SPBC$80 − $53 = $27

KeptFee

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

Overlap: SPBC, SPY

Today

0.0%most shared, SPBC and SPY

SPBCSPY

SPBC—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

SPBCWorst drop−11.7%15.5% vol

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

Paid More vs Made More

YTD

SPYSPBC

+13.3%Year to date+12.9%

1.0%Yield0.8%

+13.4%Past year+11.0%

0.09%Fee0.53%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026