FBTC vs SPBC

AFBTC

BSPBC

Measures won1–3SPBC wins · of 6 · 5Y

$10,000 · 5Y$18,274SPBC

Lowest cost0.15%BTC · $15 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 · $13.5BSimplify US Equity PLUS Bitcoin Strategy ETF · $41M

[…]3 years · per year[…] · $19,921+25.8%

[…]5 years · per year[…] · $18,274+12.8%

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%

44.6%VolatilityLower wins16.2%

1–3SPBC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBTC · SPBC

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$41M
2	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	−0.4%	−13.6%	−27.2%	new	new	−44.8%	$13.5B
3	BTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	−0.4%	−13.5%	−27.1%	new	new	−44.7%	$4.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$41M
2	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	−0.4%	−13.6%	−27.2%	new	new	−44.8%	$13.5B
3	BTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	−0.4%	−13.5%	−27.1%	new	new	−44.7%	$4.7B

End-of-day Nov 6, 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

$18,274

MeasureFBTCSPBC

Fee0.25%0.53%

Cost on $10k a year$25$53

Yield0.00%0.84%

5 years, per year[…]+12.8%

3 years, per year[…]+25.8%

Worst drop · 1Y−44.8%−11.7%

Volatility · 1Y44.6%16.2%

3–1measures won
SPBC first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

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

$60.7BAssets$13.5B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FBTC, SPBC, BTC

Today

[…]holdings […]

FBTCSPBCBTC

FBTC—[…][…]

SPBC[…]—[…]

BTC[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$31most kept, SPBC

SPBC$84 − $53 = $31

BTC$0 − $15 = −$15

FBTC$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee