AUM $42.7MER 0.54%NAV $46.17Holdings 5Inception May 2021
Price Chart
Key Statistics
Previous Close
$46.26Day Range
$46.12$46.29
52-Week Range
$36.44$46.26
Avg Volume
6.6KDividend Yield
0.87%Expense Ratio
0.54%AUM
$42.7MShares Outstanding
1.7METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 33.57% |
| Financial Services | 12.36% |
| Communication Services | 10.35% |
| Consumer Cyclical | 10.07% |
| Healthcare | 9.53% |
| Industrials | 8.53% |
| Consumer Defensive | 5.25% |
| Energy | 3.99% |
| Utilities | 2.53% |
| Real Estate | 1.95% |
| Basic Materials | 1.88% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 88.94% |
| Other | 11.06% |
Fund Information
- Issuer
- Simplify
- Category
- Technology
- Types
- Bitcoin
- Inception Date
- May 23, 2021
- Exchange
- NASDAQ
- Description
- The Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) seeks to provide capital appreciation by providing an efficient way for asset allocators to add Bitcoin exposure to portfolios. The fund targets a 100% investment in US equities while simultaneously providing a 10% exposure to Bitcoin via exchange traded products (including affiliated Bitcoin ETFs). The fund provides operational simplicity for investors by actively managing the rebalancing of the Bitcoin allocation. Rebalancing will generally occur quarterly but can rebalance more frequently to ensure the Bitcoin allocation does not exceed 25% of total assets.
Similar ETFs
The Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) is an exchange-traded fund issued by Simplify that launched on May 23, 2021. It currently manages $42.7M in assets under management. The fund charges an expense ratio of 0.54%. The fund holds 5 securities in its portfolio. It falls under the Technology category.
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.04% | |
| 1W | +1.00% | |
| 1M | +14.67% | |
| 3M | +1.28% | |
| 6M | +0.53% | |
| YTD | +3.09% | |
| 1Y | +26.90% | |
| 3Y | +100.06% | |
| 5Y | +86.24% |
Moving Averages
20-Day MA
$43.81
Above 20-Day MA50-Day MA
$43.45
Above 50-Day MA200-Day MA
$43.80
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$46.26
Current Price
$46.24
52-Week Low
$36.44
$36.44$46.26
Current Yield
0.87%
Annual Dividend
$0.3800
Frequency
4x/year
Last Ex-Date
Dec 23, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $0.1000 | Dec 31, 2025 |
| Sep 25, 2025 | $0.1000 | Sep 30, 2025 |
| Jun 25, 2025 | $0.1000 | Jun 30, 2025 |
| Mar 26, 2025 | $0.0800 | Mar 31, 2025 |
| Dec 23, 2024 | $0.1000 | Dec 31, 2024 |
| Sep 25, 2024 | $0.0800 | Sep 30, 2024 |
| Jun 25, 2024 | $0.1000 | Jun 28, 2024 |
| Mar 25, 2024 | $0.1000 | Mar 28, 2024 |
| Sep 27, 2023 | $0.1000 | Sep 29, 2023 |
| Jun 27, 2023 | $0.1000 | Jul 3, 2023 |
| Mar 27, 2023 | $0.8774 | Mar 31, 2023 |
| Jun 27, 2022 | $0.1022 | Jun 30, 2022 |
| Mar 28, 2022 | $0.0184 | Mar 31, 2022 |
| Dec 27, 2021 | $0.4184 | Dec 30, 2021 |
| Sep 27, 2021 | $0.0120 | Sep 30, 2021 |
| Jun 28, 2021 | $0.0438 | Jul 1, 2021 |
Dividend Payments Over Time
Category Comparison
| Metric | SPBC | Technology(1414 ETFs) | Bitcoin(77 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.54% | 0.67% | 0.95% |
| AUM | $42.7M | $6.79B | $1.42B |
| Dividend Yield | 0.87% | 2.97% | 31.97% |
| Avg Volume | 6.6K | 575.4K | 2.4M |
| Holdings | 5 | 200 | 13 |
| Performance | |||
| 1-Month Return | +9.15% | +9.17% | +8.36% |
| 6-Month Return | +3.64% | +7.10% | -28.05% |
| YTD Return | +3.44% | +7.03% | -8.18% |
| 1-Year Return | +30.82% | +40.63% | -7.45% |
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