Dividend-adjusted total return · S&P 500 uses VOO · May 25, 2021 – Nov 5, 2026SPBCS&P 500 · VOO
| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | −5.0% | −6.7% | −3.2% | +7.2% | +7.3% | +100.9% | +83.9% | +111.1% |
| Peer average | −4.2% | −9.3% | +5.4% | −11.7% | −23.3% | +129.4% | +3.7% | — |
| S&P 500 · VOO | −4.4% | −5.7% | −4.9% | +8.4% | +9.8% | +82.2% | +71.6% | — |
Key Statistics
Open all fund facts →- AUM
- $43M
- Expense ratio
- 0.53%
- Distribution yield
- 0.8%
- NAV
- $50.11
- Volume
- 1K
- Avg. volume 30D
- 4K
- High today
- $49.06
- Low today
- $47.65
- Previous close
- $50.14
- 52-week high
- $51.50
- 52-week low
- $40.29
- Our risk indicator
- 5/5
SPBC in One Breath
SPBC Among Spot Bitcoin ETFs
YTDEnd-of-day Nov 6, 2026 · 55 Spot bitcoin ETFs by YTD
$10,000 in SPBC
5Y$10,000 in SPBC became
$18,391
In the S&P 500 (VOO)
$17,156
Total return, dividends in · Oct 28, 2021 – Nov 5, 2026 · S&P 500 uses VOO
SPBC’s Top Holdings
TodayAsset Management - GlobalAsset Management - Cryptocurrency
Simplify SPBC · 5 holdings · tile size = share of the fund · as of Nov 5, 2026
What SPBC Holds
TodayAsset Management - Global79.9%
IVV 79.9
Asset Management - Cryptocurrency8.6%
HODL 8.6
Other holdings11.5%
[…]
Simplify SPBC · share of the fund by industry · as of Nov 5, 2026
Ishares’ Share of SPBC
Today79.9%
$799 of every $1,000 in SPBC is Ishares
Ishares held by SPBC
$34.0M
Simplify SPBC · each square = $10 of $1,000 · as of Nov 5, 2026
SPBC’s Share of Spot Bitcoin ETFs
Today0.0%
of the $102B in 70 Spot bitcoin ETFs
$42.6M0.0%
$61.0B59.9%
$13.5B13.2%
$27.3B26.8%
Spot bitcoin ETF AUM · Nov 6, 2026
SPBC Fee per $100 vs Peers
TodayExpense ratio · Spot bitcoin peers · Nov 6, 2026
Inside SPBC
5 holdings · as of Nov 5, 2026SPBC
Simplify US Equity PLUS Bitcoin Strategy ETF
TodayAsset Management - Global79.9%IVVIshares Core S+P 500 ETF79.9%Asset Management - Cryptocurrency8.6%HODL8.6%Other11.5%
Asset Management - Global79.9%IVVIshares Core S+P 500 ETF79.9%Asset Management - Cryptocurrency8.6%HODL8.6%Other11.5%
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | IVV | Ishares Core S+P 500 ETF | 79.93% |
| 2 | HODL | Vaneck Bitcoin ETF | 8.61% |
Asset Management - GlobalAsset Management - CryptocurrencyOther
Simplify SPBC · current holdings by weight · as of Nov 5, 2026 · each tile is one holding
All SPBC Holdings
4 holdings · as of Nov 5, 2026SPBC
SPBC’s Holdings
TodaySimplify SPBC · every reported holding · per $10,000 = dollars of each holding in a $10,000 stake · as of Nov 5, 2026
How It Compares
SPBC
Simplify US Equity PLUS Bitcoin Strategy ETF’s Peers
TodaySpot bitcoin peers · Today’s and past-year returns · as of Nov 6, 2026 · sorted by AUM
Head to Head
Put SPBC head to head with IBIT →IBIT vs SPBC
YTDYear to date
SPBC wins+20.6 pts
Past year
SPBC wins+32.0 pts
Fee
IBIT winslower fee
Yield
SPBC wins+0.8 pts
AUM
IBIT1432.5× more
3–1SPBC wins
iShares IBIT and Simplify SPBC · year-to-date · as of Nov 6, 2026 · AUM not scored
SPBC vs VOO
YTDSPBC · Simplify US Equity PLUS Bitcoin Strategy
+7.2%
VOO · S&P 500
+8.4%
Gap
1.2 pts
Simplify SPBC and Vanguard VOO · Today total return · as of Nov 6, 2026
SPBC vs Its Peer Average
YTDSPBCAvsBPeer average
1D−5.0%−4.2%
1M−6.7%−9.3%
3M−3.2%+5.4%
YTD+7.2%−11.7%
1Y+7.3%−23.3%
3Y+100.9%+129.4%
5Y+83.9%+3.7%
4–3SPBC wins
69 Spot bitcoin peers · each row scaled to its leader
The Details
SPBC
Risk
1Y5/5our risk indicator
CalmerBumpier
Volatility · 1Y16.23%
Deepest drop · 1Y−11.7%
Lowest point · 5Y−31.0%
52-week range
$47.65
$40.29−7.5% from the high$51.50
Simplify SPBC · past-year price moves · as of Nov 6, 2026
SPBC
Fund Facts
Today2021launched May 24
Tracks[…]
Exchange · CUSIPNASDAQ · 82889N848
StructureETF
Leverage1x
Cost on $10,000$53 a year
Go deeper
Simplify SPBC · fund facts · as of Nov 6, 2026
SPBC
Payouts by Year
6Y$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
Prospectus & Documents
summary prospectus · SEC 497K ↗SEC reported portfolio · 2026-06-30 ↗SEC reported portfolio · 2026-03-31 ↗SEC reported portfolio · 2025-12-31 ↗SEC reported portfolio · 2025-09-30 ↗summary prospectus · SEC 497K ↗SEC reported portfolio · 2025-06-30 ↗SEC reported portfolio · 2025-03-31 ↗SEC reported portfolio · 2024-12-31 ↗summary prospectus · SEC 497K ↗prospectus · SEC 497 ↗SEC reported portfolio · 2024-09-30 ↗summary prospectus · SEC 497K ↗prospectus · SEC 485APOS ↗prospectus · SEC 497 ↗SEC reported portfolio · 2024-06-28 ↗SEC reported portfolio · 2024-03-28 ↗SEC reported portfolio · 2023-12-29 ↗SEC reported portfolio · 2023-09-29 ↗summary prospectus · SEC 497K ↗SEC reported portfolio · 2023-06-30 ↗
Trading & Liquidity
Net asset value$50.11
Premium / discount[…]
Median spread · 30D[…]
Volume today1K
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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