Simplify US Equity PLUS Bitcoin Strategy ETFSPBC

SimplifyCryptoSpot Bitcoin#2 of 71 by YTD

$50.14

+2.0% last session

+12.9% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Nov 3, 2025 – Nov 4, 2026SPBCS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+2.0%	−2.3%	+2.7%	+12.9%	+11.0%	+112.9%	+95.2%	+122.2%
Peer average	+1.5%	−7.5%	+10.9%	−7.9%	−23.3%	+147.5%	+13.5%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $42M
Expense ratio: 0.53%
Distribution yield: 0.8%
NAV: $48.92
Volume: 7K
Avg. volume 30D: 4K
High today: $50.23
Low today: $49.94
Previous close: $49.14
52-week high: $51.50
52-week low: $40.29
Our risk indicator: 5/5

SPBC in One Breath

SPBC Among Spot Bitcoin ETFs

YTD

#1WTIBUSCF+87.5%$737K

#2SPBCSimplify+12.9%$41.6M

#3BBBOnefund Trust+8.1%$7.8M

#4BFJLFirst Trust+5.4%$3.8M

#5BITCBitwise+3.3%$14.1M

#6CBOYCalamos+2.8%$5.0M

#7CBXYCalamos+2.7%$5.9M

#8RSSXReturn Stacked+2.3%$101M

#9CBTYCalamos+1.8%$5.4M

End-of-day Nov 5, 2026 · 55 Spot bitcoin ETFs by YTD

$10,000 in SPBC

$10,000 in SPBC became

$19,525

In the S&P 500 (VOO)

$18,115

Total return, dividends in · Oct 27, 2021 – Nov 4, 2026 · S&P 500 uses VOO

SPBC’s Top Holdings

Today

IVVIshares Core S+p 500 Etf80.1%HODL8.5%3 more

IVVIshares Core S+p 500 Etf80.1%HODL8.5%Other

Asset Management - GlobalAsset Management - Cryptocurrency

Simplify SPBC · 5 holdings · tile size = share of the fund · as of Nov 4, 2026

What SPBC Holds

Today

Asset Management - Global80.1%

IVV 80.1

Asset Management - Cryptocurrency8.5%

HODL 8.5

Other holdings11.3%

[…]

Simplify SPBC · share of the fund by industry · as of Nov 4, 2026

Ishares’ Share of SPBC

Today

80.1%

$801 of every $1,000 in SPBC is Ishares

Ishares held by SPBC

$33.3M

Most Ishares per dollar

ASGM25.4%

BAMO21.1%

BUYW15.1%

MATR14.7%

Simplify SPBC · each square = $10 of $1,000 · as of Nov 4, 2026

SPBC’s Share of Spot Bitcoin ETFs

Today

0.0%

of the $106B in 70 Spot bitcoin ETFs

SPBC$41.6M0.0%

IBIT$62.6B59.1%

FBTC$15.4B14.6%

67 others$27.8B26.2%

Spot bitcoin ETF AUM · Nov 5, 2026

SPBC Fee per $100 vs Peers

Today

$0.53a year
per $100

$53 a year on $10,000

BTC$0.15

ARKB$0.21

IBIT$0.25

FBTC$0.25

SPBC$0.53

GBTC$1.50

Expense ratio · Spot bitcoin peers · Nov 5, 2026

Inside SPBC

5 holdings · as of Nov 4, 2026

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Today

Asset Management - Global80.1%IVVIshares Core S+P 500 ETF80.1%Asset Management - Cryptocurrency8.5%HODL8.5%Other11.3%

#	Ticker	Company		Weight ▼
1	IVV	Ishares Core S+P 500 ETF		80.14%
2	HODL	Vaneck Bitcoin ETF		8.52%

Asset Management - GlobalAsset Management - CryptocurrencyOther

Simplify SPBC · current holdings by weight · as of Nov 4, 2026 · each tile is one holding

How It Compares

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF’s Peers

YTD


IBIT	iSharesRead Desk	0.25%	−8.7%	−25.1%	$62.6B
FBTC	FidelityRead Desk	0.25%	−8.7%	−25.1%	$15.4B
GBTC	GrayscaleRead Desk	1.50%	−9.6%	−26.0%	$9.7B
BTC	GrayscaleRead Desk	0.15%	−8.6%	−25.0%	$4.9B
ARKB	ARKRead Desk	0.21%	−8.6%	−25.0%	$2.9B
SPBC	SimplifyThis fundRead Desk	0.53%	+12.9%	+11.0%	$42M

Spot bitcoin peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put SPBC head to head with IBIT →

IBIT vs SPBC

YTD

IBITiShares · Spot bitcoinSPBCSimplify · Spot bitcoin

Year to date

−8.7%

+12.9%

SPBC wins+21.6 pts

Past year

−25.1%

+11.0%

SPBC wins+36.1 pts

Fee

0.25%

0.53%

IBIT winslower fee

Yield

0.0%

0.8%

SPBC wins+0.8 pts

AUM

$62.6B

$41.6M

IBIT1506.6× more

3–1SPBC wins

iShares IBIT and Simplify SPBC · year-to-date · as of Nov 5, 2026 · AUM not scored

SPBC vs VOO

YTD

SPBC · Simplify US Equity PLUS Bitcoin Strategy

+12.9%

VOO · S&P 500

+13.4%

Gap

0.5 pts

Simplify SPBC and Vanguard VOO · YTD total return · as of Nov 5, 2026

SPBC vs Its Peer Average

YTD

SPBCAvsBPeer average

1D+2.0%+1.5%

1M−2.3%−7.5%

3M+2.7%+10.9%

YTD+12.9%−7.9%

1Y+11.0%−23.3%

3Y+112.9%+147.5%

5Y+95.2%+13.5%

5–2SPBC wins

69 Spot bitcoin peers · each row scaled to its leader

The Details

SPBC

Risk

5/5our risk indicator

CalmerBumpier

Volatility · 1Y15.49%

Deepest drop · 1Y−11.7%

Lowest point · 5Y−29.9%

52-week range

$50.14

$40.29−2.6% from the high$51.50

Simplify SPBC · past-year price moves · as of Nov 5, 2026

SPBC

Fund Facts

Today

2021launched May 24

Tracks[…]

Exchange · CUSIPNASDAQ · 82889N848

StructureETF

Leverage1x

Cost on $10,000$53 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify SPBC · fund facts · as of Nov 5, 2026

SPBC

Payouts by Year

$0.10per share, Sep 2026

Distribution yield0.8%

PaidEvery quarter

Latest ex-date · paidSep 25 · Sep 30, 2026

12 payouts added up$1.16 a share

Simplify SPBC · distributions by ex-date · 2021–2026

All Fund FactsDocuments · trading · fees · every payout

Trading & Liquidity

Net asset value$48.92

Premium / discount[…]

Median spread · 30D[…]

Volume today7K

Average volume · 30D4K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.53%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$53.00

Our risk indicator5/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Sep 25, 2026	Sep 30, 2026	$0.10
Jun 25, 2026	Jun 30, 2026	$0.10
Mar 26, 2026	Mar 31, 2026	$0.10
Dec 23, 2025	Dec 31, 2025	$0.10
Sep 25, 2025	Sep 30, 2025	$0.10
Jun 25, 2025	Jun 30, 2025	$0.10
Mar 26, 2025	Mar 31, 2025	$0.0800
Dec 23, 2024	Dec 31, 2024	$0.10
Sep 25, 2024	Sep 30, 2024	$0.0800
Jun 25, 2024	Jun 28, 2024	$0.10
Mar 25, 2024	Mar 28, 2024	$0.10
Sep 27, 2023	Sep 29, 2023	$0.10

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Simplify US Equity PLUS Bitcoin Strategy ETFSPBC

Key Statistics

SPBC in One Breath

Inside SPBC

How It Compares

Head to Head

The Details

Prospectus & Documents

Trading & Liquidity

Fees & Costs

Distributions