SPBC vs VXUS
Simplify US Equity PLUS Bitcoin Strategy ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SPBC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.54% | 0.05% | |
| AUM | $44M | $156.5B | |
| Dividend Yield | 0.85% | 2.60% | |
| Holdings | 4 | 8,747 | |
| YTD Return | +10.14% | +14.07% | |
| 1Y Return | +15.66% | +27.24% | |
| 3Y Return (annualized) | +26.38% | +19.27% | |
| 5Y Return (annualized) | +15.02% | +9.14% | |
| Volatility (annualized) | 19.8% | 15.1% | |
| Max Drawdown | -33.8% | -39.9% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 24, 2021 | Jan 26, 2011 |
SPBC vs VXUS Performance
Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) is a ETF from Simplify Exchange Traded Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SPBC returned +15.66% while VXUS returned +27.24%. Year to date, SPBC is up 10.14% versus a gain of 14.07% for VXUS.
Over three years, SPBC compounded at +26.38% per year against +19.27% for VXUS; over five years the annualized figures are +15.02% and +9.14% respectively. Across the full 5-year window we track, SPBC has the edge at +16.09% annualized vs +4.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPBC has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.8% for SPBC and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SPBC charges 0.54% per year while VXUS charges 0.05%. On a $10,000 position that is $54 vs $5 annually, a gap of $49 per year that compounds over a long holding period. On income, SPBC currently yields 0.85% against 2.60% for VXUS.
Holdings Overlap
SPBC and VXUS share 0 holdings out of 7863 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SPBC or VXUS?
SPBC has an expense ratio of 0.54% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, SPBC or VXUS?
Over the past year SPBC returned +15.66% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), SPBC annualized +16.09% vs +4.83% for VXUS. Past performance does not guarantee future results.
Which is riskier, SPBC or VXUS?
SPBC has been the more volatile fund at 19.8% annualized versus 15.1% for VXUS. Worst drawdown: SPBC -33.8% vs VXUS -39.9%.
Should I hold both SPBC and VXUS?
SPBC and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SPBC and VXUS?
SPBC and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7863 unique securities.
Which pays a higher dividend, SPBC or VXUS?
SPBC yields 0.85% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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