SPBC ETF

SPBC ETF
$51.05
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Fund Essentials - as of Sep 14, 2026

Net Assets
$41M
Expense Ratio
0.54%
Dividend Yield (Current)
0.80%
Holdings
8
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+12.31%
1 Year+16.87%
3 Year+25.55%
5 Year+12.86%

Asset Allocation

Cash: 0.86%
Other: 99.14%
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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF86.16%
HODLVaneck Bitcoin Trust12.86%
-S&P500 Emini Fut Dec2612.60%
-Cash0.97%
Top 10 Concentration: 112.59%Report Date: Sep 14, 2026
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Dividend Summary

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Dividend Yield (Current)
0.80%
Frequency
Quarterly
Latest Distribution
$0.10
Sep 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 $41.4M in net assets. SPBC expense ratio is 0.54%, holding 8 positions across sectors including Financials. Inception date: 2021-05-24.

SPBC performance shows a YTD return of 12.31%. The 1-year return is 16.87% and the 5-year return is 12.86%. SPBC dividend yield stands at 0.80%, paid quarterly.

SPBC top holdings include Ishares Core S&p 500 ETF (86.2%), Vaneck Bitcoin Trust (12.9%), S&P500 Emini Fut Dec26 (12.6%), Cash (1.0%). 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
+5.33%
YTD
+12.31%
1 Year
+16.87%
3 Year
+25.55%

Top 10 Holdings (112.6% of portfolio)

#TickerNameSectorWeight
1IVVIshares Core S&p 500 ETFFinancials86.16%
2HODLVaneck Bitcoin TrustFinancials12.86%
3-S&P500 Emini Fut Dec26Other12.60%
4-CashOther0.97%