SPBC vs ETHA

ASPBC

BETHA

Measures won3–1SPBC wins · of 6 · 5Y

$10,000 · 5Y$18,726SPBC

Lowest cost0.25%ETHA · $25 on $10k

Most income0.82%SPBC · $82 on $10k

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

Held in common[…]SPBC and ETHA

SPBC

ETHA

Simplify US Equity PLUS Bitcoin Strategy ETF · $41MiShares Ethereum Trust ETF · $6.6B

+26.0%3 years · per year$19,988 · […][…]

+13.4%5 years · per year$18,726 · […][…]

0.53%Expense ratio$53 · $25 on $10k · lower wins0.25%

0.82%12-mo yield$82 · $0 on $10k0.00%

−11.7%Worst dropSmaller wins−56.5%

16.3%VolatilityLower wins61.1%

3–1SPBC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPBC · ETHA

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

Held in common[…]

End-of-day Nov 9, 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	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk		0.53%	0.82%	+2.5%	+10.1%	+11.0%	+26.0%	+13.4%	−11.7%	$41M
2	BETHA	iShares Ethereum Trust ETFRead Desk		0.25%	0.00%	−4.5%	−28.6%	−35.9%	new	new	−56.5%	$6.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk		0.53%	0.82%	+2.5%	+10.1%	+11.0%	+26.0%	+13.4%	−11.7%	$41M
2	BETHA	iShares Ethereum Trust ETFRead Desk		0.25%	0.00%	−4.5%	−28.6%	−35.9%	new	new	−56.5%	$6.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPBC vs ETHA

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$18,726

ETHA

iShares Ethereum Trust

[…]

MeasureSPBCETHA

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield0.82%0.00%

5 years, per year+13.4%[…]

3 years, per year+26.0%[…]

Worst drop · 1Y−11.7%−56.5%

Volatility · 1Y16.3%61.1%

3–1measures won
SPBC first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SPBC, ETHA

Today

[…]holdings […]

SPBCETHA

SPBC—[…]

ETHA[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$29most kept, SPBC

SPBC$82 − $53 = $29

ETHA$0 − $25 = −$25

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee