SPBC ETF

$43.76

Fund Essentials - as of Jan 30, 2026

Net Assets
$43M
Expense Ratio
0.54%
Dividend Yield (Current)
0.87%
Holdings
4
Inception Date
May 24, 2021
Fund Family
Simplify Exchange Traded Funds
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Quarterly
SEC 30-Day Yield
••••••••••

Performance

YTD+0.53%
1 Year+13.48%
3 Year+29.12%

Asset Allocation

Cash: 0.83%
Other: 99.17%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF90.46%
-S&P500 Emini Fut Mar2611.54%
HODLVaneck Bitcoin Trust8.62%
-Cash0.93%
Top 10 Concentration: 111.55%Report Date: Jan 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.87%
Frequency
Quarterly
Latest Distribution
$0.10
Sep 25, 2025
12M Distributions
2 payments
Total: $0.20

Peer Comparison

Benchmark
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Ranked #••• of •,••• funds
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Peer Avg
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SPBC ETF Overview

SPBC ETF (Simplify US Equity PLUS Bitcoin Strategy ETF) is managed by Simplify Exchange Traded Funds with $43.4M in net assets. SPBC expense ratio is 0.54%, holding 4 positions across sectors including Financials, Other. Inception date: 2021-05-24.

SPBC performance shows a YTD return of 0.53%. The 1-year return is 13.48%. SPBC dividend yield stands at 0.87%, paid quarterly.

SPBC top holdings include Ishares Core S&p 500 ETF (90.5%), S&P500 Emini Fut Mar26 (11.5%), Vaneck Bitcoin Trust (8.6%), Cash (0.9%). View all SPBC holdings, sector breakdown, or dividend history.

SPBC can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPBC alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.11%
YTD
+0.53%
1 Year
+13.48%
3 Year
+29.12%

Top 10 Holdings (111.6% of portfolio)

#TickerNameSectorWeight
1IVVIshares Core S&p 500 ETFFinancials90.46%
2-S&P500 Emini Fut Mar26Other11.54%
3HODLVaneck Bitcoin TrustFinancials8.62%
4-CashOther0.93%