SPBC vs FBTC

ASPBC

BFBTC

Measures won3–1SPBC 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[…]SPBC and FBTC

SPBC

FBTC

Simplify US Equity PLUS Bitcoin Strategy ETF · $40MFidelity Wise Origin Bitcoin Fund · $13.5B

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

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

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

0.84%12-mo yield$84 · $0 on $10k0.00%

−11.7%Worst dropSmaller wins−44.8%

16.2%VolatilityLower wins44.6%

3–1SPBC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPBC · FBTC

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	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$40M
2	BFBTC	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	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$40M
2	BFBTC	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

SPBC vs FBTC

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$18,274

FBTC

Fidelity Wise Origin Bitcoin Fund

[…]

MeasureSPBCFBTC

Fee0.53%0.25%

Cost on $10k a year$53$25

Yield0.84%0.00%

5 years, per year+12.8%[…]

3 years, per year+25.8%[…]

Worst drop · 1Y−11.7%−44.8%

Volatility · 1Y16.2%44.6%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPBC, FBTC, BTC

Today

[…]holdings […]

SPBCFBTCBTC

SPBC—[…][…]

FBTC[…]—[…]

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