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Simplify US Equity PLUS GBTC ETF (SPBC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Inception Date

May 24, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Multi-Asset

Expense Ratio

SPBC has an expense ratio of 0.50%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Simplify US Equity PLUS GBTC ETF (SPBC) returned 1.89% year-to-date (YTD) and 17.96% over the past 12 months.


SPBC

YTD

1.89%

1M

6.96%

6M

-0.98%

1Y

17.96%

3Y*

21.64%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of SPBC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.83%-3.45%-6.02%0.63%7.47%1.89%
20243.18%10.18%4.96%-6.21%6.53%2.46%1.82%1.02%2.60%0.08%10.09%-3.31%37.32%
202311.19%-2.89%9.05%1.37%-1.03%9.73%2.31%-1.08%-4.86%1.59%10.23%5.92%48.04%
2022-7.69%-1.89%3.88%-9.96%-2.04%-12.07%11.03%-5.26%-10.65%9.02%2.91%-6.42%-28.01%
20210.10%2.21%3.97%3.81%-5.78%11.31%-1.08%0.56%15.19%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SPBC is 70, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SPBC is 7070
Overall Rank
The Sharpe Ratio Rank of SPBC is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of SPBC is 6969
Sortino Ratio Rank
The Omega Ratio Rank of SPBC is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SPBC is 7373
Calmar Ratio Rank
The Martin Ratio Rank of SPBC is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Simplify US Equity PLUS GBTC ETF (SPBC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Simplify US Equity PLUS GBTC ETF Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.81
  • All Time: 0.67

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Simplify US Equity PLUS GBTC ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Simplify US Equity PLUS GBTC ETF provided a 0.92% dividend yield over the last twelve months, with an annual payout of $0.36 per share.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.002021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.36$0.38$1.08$0.12$0.47

Dividend yield

0.92%0.98%3.79%0.60%1.69%

Monthly Dividends

The table displays the monthly dividend distributions for Simplify US Equity PLUS GBTC ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.08$0.00$0.00$0.08
2024$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.08$0.00$0.00$0.10$0.38
2023$0.00$0.00$0.88$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.00$1.08
2022$0.00$0.00$0.02$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2021$0.04$0.00$0.00$0.01$0.00$0.00$0.42$0.47

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Simplify US Equity PLUS GBTC ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Simplify US Equity PLUS GBTC ETF was 33.81%, occurring on Oct 14, 2022. Recovery took 289 trading sessions.

The current Simplify US Equity PLUS GBTC ETF drawdown is 3.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.81%Nov 10, 2021234Oct 14, 2022289Dec 8, 2023523
-21%Dec 17, 202476Apr 8, 2025
-10.19%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-7.1%Apr 1, 202423May 1, 202413May 20, 202436
-6.66%Sep 7, 202118Sep 30, 202111Oct 15, 202129
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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