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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify US Equity PLUS GBTC ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Simplify US Equity PLUS GBTC ETF (SPBC) has returned -6.79% so far this year and 15.60% over the past 12 months.
Simplify US Equity PLUS GBTC ETF
- 1D
- 3.13%
- 1M
- -4.69%
- YTD
- -6.79%
- 6M
- -6.85%
- 1Y
- 15.60%
- 3Y*
- 23.43%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 25, 2021, SPBC's average daily return is +0.06%, while the average monthly return is +1.19%. At this rate, your investment would double in approximately 4.9 years.
Historically, 63% of months were positive and 37% were negative. The best month was Oct 2021 with a return of +11.3%, while the worst month was Jun 2022 at -12.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SPBC closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Apr 4, 2025 at -5.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.83% | -3.00% | -4.69% | -6.79% | |||||||||
| 2025 | 3.83% | -3.45% | -6.02% | 0.63% | 7.99% | 5.28% | 2.95% | 0.98% | 4.34% | 1.84% | -1.63% | -0.25% | 16.83% |
| 2024 | 3.18% | 10.18% | 4.96% | -6.21% | 6.53% | 2.46% | 1.83% | 1.02% | 2.60% | 0.08% | 10.09% | -3.31% | 37.32% |
| 2023 | 11.19% | -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% | 11.04% | -5.27% | -10.65% | 9.02% | 2.91% | -6.42% | -28.00% |
| 2021 | 0.09% | 2.22% | 3.96% | 3.81% | -5.78% | 11.30% | -1.08% | 0.28% | 14.87% |
Benchmark Metrics
Simplify US Equity PLUS GBTC ETF has an annualized alpha of 2.60%, beta of 1.14, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since May 26, 2021.
- This ETF captured 127.37% of S&P 500 Index gains and 110.34% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 2.60% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.14 and R² of 0.88, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.60%
- Beta
- 1.14
- R²
- 0.88
- Upside Capture
- 127.37%
- Downside Capture
- 110.34%
Expense Ratio
SPBC has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SPBC ranks 43 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify US Equity PLUS GBTC ETF (SPBC) and compare them to a chosen benchmark (S&P 500 Index).
| SPBC | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.90 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.39 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.40 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.37 | 6.61 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SPBC risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Simplify US Equity PLUS GBTC ETF provided a 0.96% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.38 | $0.38 | $1.08 | $0.12 | $0.40 |
Dividend yield | 0.96% | 0.85% | 0.98% | 3.79% | 0.60% | 1.41% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.10 | $0.10 | |||||||||
| 2025 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.38 |
| 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 | $0.34 | $0.40 |
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 33.99%, occurring on Oct 14, 2022. Recovery took 289 trading sessions.
The current Simplify US Equity PLUS GBTC ETF drawdown is 9.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.99% | Nov 10, 2021 | 234 | Oct 14, 2022 | 289 | Dec 8, 2023 | 523 |
| -21% | Dec 17, 2024 | 76 | Apr 8, 2025 | 52 | Jun 24, 2025 | 128 |
| -12.24% | Oct 29, 2025 | 104 | Mar 30, 2026 | — | — | — |
| -10.19% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.1% | Apr 1, 2024 | 23 | May 1, 2024 | 13 | May 20, 2024 | 36 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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