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SPBC
+1.32 · +3.04%
$44.76 · NASDAQ

Simplify U.S. Equity PLUS GBTC ETF (SPBC) ETF Analysis | Digital Assets

Simplify Asset Management · USA
AUM:$45.2M
#– of – in Digital Assets ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.72% — moderate cost. Consider how fees compound over long holding periods.

What is SPBC?

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U. companies and, exchange-traded products with direct exposure to Bitcoin ("Bitcoin ETPs"), and exchange-traded funds with indirect exposure to Bitcoin through Bitcoin futures options,swaps,or other derivative instruments ("Bitcoin ETFs").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SPBC returned 14.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.72%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 90.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$45.2M
Expense Ratio0.72%
Dividend Yield0.84%
Holdings2
Inception DateMay 2021
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta–
CategoryDigital Assets
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.7%
1Y
+15.7%
3Y
+102.2%
5Y
+100.0%
OpenBook InsightIf you had invested £10,000 in SPBC 5 years ago, it would have grown to £20,005 — a gain of £10,005.

Annual Returns

Calendar year performance

SPBC delivered positive returns in 4 of the last 5 calendar years.
YearSPBC
2026 YTD+11.8%
2025+16.3%
2024+36.9%
2023+48.8%
2022-28.4%
CAGR 4yr+14.1%
4/5 positive yearsAvg return: +17.1%Worst year: -28.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.9%
Low
Momentum
+5.8%
30-day change
Support Level
48.21
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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