SPBC vs FBTC

ASPBC

BFBTC

Measures won3–1SPBC wins · of 6 · 5Y

$10,000 · 5Y$19,525SPBC

Lowest cost0.25%FBTC · $25 on $10k

Most income0.80%SPBC · $80 on $10k

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

Held in common[…]SPBC and FBTC

SPBC

FBTC

Simplify US Equity PLUS Bitcoin Strategy ETF · $43MFidelity Wise Origin Bitcoin Fund · $15.4B

+28.6%3 years · per year$21,291 · […][…]

+14.3%5 years · per year$19,525 · […][…]

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

0.80%12-mo yield$80 · $0 on $10k0.00%

−11.7%Worst dropSmaller wins−45.0%

15.5%VolatilityLower wins44.8%

3–1SPBC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPBC · FBTC

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

Held in common[…]

End-of-day Nov 4, 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%	0.80%	+2.0%	+12.9%	+11.0%	+28.6%	+14.3%	−11.7%	$43M
2	BFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	+2.8%	−8.7%	−25.1%	new	new	−45.0%	$15.4B

End-of-day Nov 4, 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%	0.80%	+2.0%	+12.9%	+11.0%	+28.6%	+14.3%	−11.7%	$43M
2	BFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	+2.8%	−8.7%	−25.1%	new	new	−45.0%	$15.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPBC vs FBTC

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$19,525

FBTC

Fidelity Wise Origin Bitcoin Fund

[…]

MeasureSPBCFBTC

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield0.80%0.00%

5 years, per year+14.3%[…]

3 years, per year+28.6%[…]

Worst drop · 1Y−11.7%−45.0%

Volatility · 1Y15.5%44.8%

3–1measures won
SPBC first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IBIT vs FBTC

YTD

iSharesIBIT

−8.7%

FBTCFidelity

−8.7%

−8.7%Year to date−8.7%

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

$64.5BAssets$15.4B

0–0level

End-of-day Nov 4, 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 4, 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 4, 2026

Overlap: SPBC, FBTC

Today

[…]holdings […]

SPBCFBTC

SPBC—[…]

FBTC[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$27most kept, SPBC

SPBC$80 − $53 = $27

FBTC$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee