SPBC ETF

SPBC ETF
$49.57
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Fund Essentials - as of Sep 4, 2026

Net Assets
$40M
Expense Ratio
0.54%
Dividend Yield (Current)
0.80%
Holdings
4
Inception Date
May 24, 2021
Fund Family
Simplify Exchange Traded Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+6.16%
1 Year+12.31%
3 Year+23.77%
5 Year+14.57%

Asset Allocation

Cash: 1.16%
Other: 98.84%
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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF86.04%
HODLVaneck Bitcoin Trust12.84%
-S&P500 Emini Fut Sep2612.48%
-Cash1.13%
Top 10 Concentration: 112.49%Report Date: Sep 4, 2026
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Dividend Summary

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Dividend Yield (Current)
0.80%
Frequency
Quarterly
Latest Distribution
$0.10
Jun 25, 2026
12M Distributions
4 payments
Total: $0.40

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

SPBC ETF Overview

SPBC ETF (Simplify US Equity PLUS Bitcoin Strategy ETF) is managed by Simplify Exchange Traded Funds with $39.6M in net assets. SPBC expense ratio is 0.54%, holding 4 positions across sectors including Financials. Inception date: 2021-05-24.

SPBC performance shows a YTD return of 6.16%. The 1-year return is 12.31% and the 5-year return is 14.57%. SPBC dividend yield stands at 0.80%, paid quarterly.

SPBC top holdings include Ishares Core S&p 500 ETF (86.0%), Vaneck Bitcoin Trust (12.8%), S&P500 Emini Fut Sep26 (12.5%), Cash (1.1%). Go to all SPBC holdings, SPBC sectors, or SPBC dividends.

SPBC can be compared against other funds. Use SPBC overlap to find shared positions, or SPBC vs another fund for a side-by-side view. SPBC alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.81%
YTD
+6.16%
1 Year
+12.31%
3 Year
+23.77%

Top 10 Holdings (112.5% of portfolio)

#TickerNameSectorWeight
1IVVIshares Core S&p 500 ETFFinancials86.04%
2HODLVaneck Bitcoin TrustFinancials12.84%
3-S&P500 Emini Fut Sep26Other12.48%
4-CashOther1.13%