FBTC vs SPBC

AFBTC

BSPBC

Measures won1–3SPBC wins · of 6 · 5Y

$10,000 · 5Y$18,391SPBC

Lowest cost0.25%FBTC · $25 on $10k

Most income0.84%SPBC · $84 on $10k

Smallest drop−11.7%SPBC · worst fall in 1Y

Held in common[…]FBTC and SPBC

FBTC

SPBC

Fidelity Wise Origin Bitcoin Fund · $15.4BSimplify US Equity PLUS Bitcoin Strategy ETF · $43M

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

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

0.25%Expense ratio$25 · $53 on $10k · lower wins0.53%

0.00%12-mo yield$0 · $84 on $10k0.84%

−44.8%Worst dropSmaller wins−11.7%

44.7%VolatilityLower wins16.2%

1–3SPBC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBTC · SPBC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk		0.53%	0.84%	−5.0%	+7.2%	+7.3%	+26.2%	+13.0%	−11.7%	$43M
2	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	−4.9%	−13.2%	−24.6%	new	new	−44.8%	$15.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk		0.53%	0.84%	−5.0%	+7.2%	+7.3%	+26.2%	+13.0%	−11.7%	$43M
2	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	−4.9%	−13.2%	−24.6%	new	new	−44.8%	$15.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBTC vs SPBC

FBTC

Fidelity Wise Origin Bitcoin Fund

[…]

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$18,391

MeasureFBTCSPBC

Fee0.25%0.53%

Cost on $10k a year$25$53

Yield0.00%0.84%

5 years, per year[…]+13.0%

3 years, per year[…]+26.2%

Worst drop · 1Y−44.8%−11.7%

Volatility · 1Y44.7%16.2%

3–1measures won
SPBC first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

$64.5BAssets$15.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FBTC, SPBC

Today

[…]holdings […]

FBTCSPBC

FBTC—[…]

SPBC[…]—

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

Income After Fees on $10,000

$31most kept, SPBC

SPBC$84 − $53 = $31

FBTC$0 − $25 = −$25

KeptFee

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