SPBC vs BTC

ASPBC

BBTC

Measures won3–1SPBC wins · of 6 · 5Y

$10,000 · 5Y$18,893SPBC

Lowest cost0.15%BTC · $15 on $10k

Most income0.81%SPBC · $81 on $10k

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

Held in common[…]SPBC and BTC

SPBC

BTC

Simplify US Equity PLUS Bitcoin Strategy ETF · $42MGrayscale Bitcoin Mini Trust ETF · $4.9B

+28.6%3 years · per year$21,254 · […][…]

+13.6%5 years · per year$18,893 · […][…]

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

0.81%12-mo yield$81 · $0 on $10k0.00%

−11.7%Worst dropSmaller wins−46.6%

15.4%VolatilityLower wins44.7%

3–1SPBC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPBC · BTC

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

Held in common[…]

End-of-day Nov 3, 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	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.81%	+0.5%	+10.6%	+8.5%	+28.6%	+13.6%	−11.7%	$42M
2	BBTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.6%	$4.9B
3	FBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.7%	$15.4B

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

All Three

5Y3 funds

#
1	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.81%	+0.5%	+10.6%	+8.5%	+28.6%	+13.6%	−11.7%	$42M
2	BBTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.6%	$4.9B
3	FBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.7%	$15.4B

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

Cards for this view

SPBC vs BTC

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$18,893

BTC

Grayscale Bitcoin Mini Trust

[…]

MeasureSPBCBTC

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield0.81%0.00%

5 years, per year+13.6%[…]

3 years, per year+28.6%[…]

Worst drop · 1Y−11.7%−46.6%

Volatility · 1Y15.4%44.7%

3–1measures won
SPBC first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

$62.6BAssets$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$109B

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%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPBC, BTC, FBTC

Today

[…]holdings […]

SPBCBTCFBTC

SPBC—[…][…]

BTC[…]—[…]

FBTC[…][…]—

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

Income After Fees on $10,000

$28most kept, SPBC

SPBC$81 − $53 = $28

BTC$0 − $15 = −$15

FBTC$0 − $25 = −$25

KeptFee

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