Simplify US Equity PLUS GBTC ETF (SPBC) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SPBC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPBC
SPBC charges 0.50% annually. There are 24 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Simplify US Equity PLUS Managed Futures Strategy E... | 0.10% | 167.39M | Dec 2025 | SPBC vs CTAP | |
| iShares Core 30/70 Conservative Allocation ETF | 0.15% | 809.63M | Nov 2008 | SPBC vs AOK | |
| iShares Core 60/40 Balanced Allocation ETF | 0.15% | 3.67B | Nov 2008 | SPBC vs AOR | |
| iShares Core 80/20 Aggressive Allocation ETF | 0.15% | 3.21B | Nov 2008 | SPBC vs AOA | |
| iShares ESG Aware Moderate Allocation ETF | 0.18% | 8.57M | Jun 2020 | SPBC vs EAOM |
Best Risk-Adjusted Alternatives to SPBC
SPBC has a PortfoliosLab risk / return rank of 31. There are 57 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Income Focus ETF | 87 | 1.65B | Jun 2023 | SPBC vs INCM | |
| Avantis Moderate Allocation ETF | 83 | 76.06M | Jun 2023 | SPBC vs AVMA | |
| iShares Morningstar Multi-Asset Income ETF | 82 | 124.92M | Apr 2012 | SPBC vs IYLD | |
| Brookstone Yield ETF | 80 | 44.82M | Sep 2023 | SPBC vs BAMY | |
| Alpha Architect High Inflation And Deflation ETF | 79 | 100.05M | Nov 2022 | SPBC vs HIDE |
Top Performing SPBC Alternatives (YTD)
SPBC is at 7.70% YTD. There are 31 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 38.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Adaptive Core ETF | 38.56% | 16.56M | Nov 2021 | SPBC vs RULE | |
| WisdomTree Emerging Markets Efficient Core Fund | 23.16% | 55.78M | May 2021 | SPBC vs NTSE | |
| STF Tactical Growth ETF | 17.39% | 41.36M | May 2022 | SPBC vs TUG | |
| STF Tactical Growth & Income ETF | 17.34% | 76.94M | May 2022 | SPBC vs TUGN | |
| Myriad Dynamic Asset Allocation ETF | 16.65% | 444.94M | Oct 2025 | SPBC vs MDAA |
Lowest Volatility Alternatives to SPBC
SPBC has 15.01% 1-year volatility. There are 60 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares Real Assets Allocation Index Fund | 0.00% | 7.49M | Nov 2015 | SPBC vs ASET | |
| Prospera Income ETF | 2.87% | 2.20M | Sep 2025 | SPBC vs THRV | |
| First Trust High Income Strategic Focus ETF | 3.32% | 99.40M | Aug 2014 | SPBC vs HISF | |
| Mindful Conservative ETF | 4.25% | 26.13M | Nov 2021 | SPBC vs MFUL | |
| Brookstone Yield ETF | 4.50% | 44.82M | Sep 2023 | SPBC vs BAMY |
Lowest Drawdown Alternatives to SPBC
SPBC has a 1-year max drawdown of -12.24%. There are 59 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.48%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Brookstone Yield ETF | -2.48% | 44.82M | Sep 2023 | SPBC vs BAMY | |
| First Trust High Income Strategic Focus ETF | -2.90% | 99.40M | Aug 2014 | SPBC vs HISF | |
| Franklin Income Focus ETF | -3.19% | 1.65B | Jun 2023 | SPBC vs INCM | |
| Alpha Architect High Inflation And Deflation ETF | -3.31% | 100.05M | Nov 2022 | SPBC vs HIDE | |
| Mindful Conservative ETF | -3.36% | 26.13M | Nov 2021 | SPBC vs MFUL |
Other ETFs from Simplify
The 10 most viewed Simplify ETFs shown here include SVOL, CTA, HEQT and span 14 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Simplify Volatility Premium ETF | Volatility | 28 | 2.56% | 538.77M | May 2021 | SPBC vs SVOL | |
| Simplify Managed Futures Strategy ETF | Systematic Trend | 11 | 1.50% | 1.51B | Mar 2022 | SPBC vs CTA | |
| Simplify Hedged Equity ETF | Equity Hedged, Options Trading, Actively Managed | 75 | 5.86% | 300.35M | Nov 2021 | SPBC vs HEQT | |
| Simplify Treasury Option Income ETF | Government Bonds, Ultrashort Bond, Derivative Income | 95 | 2.42% | 474.96M | Oct 2022 | SPBC vs BUCK | |
| Simplify Bitcoin Strategy PLUS Income ETF | Cryptocurrency, Derivative Income | 1 | -32.00% | 25.97M | Sep 2022 | SPBC vs MAXI | |
| Simplify Interest Rate Hedge ETF | Hedge Fund | 6 | -1.18% | 167.19M | May 2021 | SPBC vs PFIX | |
| Simplify High Yield ETF | High Yield Bonds | 6 | -2.49% | 387.11M | Feb 2022 | SPBC vs CDX | |
| Simplify Enhanced Income ETF | Derivative Income, Dividend | 6 | -0.33% | 71.03M | Oct 2022 | SPBC vs HIGH | |
| Simplify Aggregate Bond ETF | Intermediate Core Bond | 47 | 0.35% | 570.38M | Feb 2022 | SPBC vs AGGH | |
| Simplify MBS ETF | Mortgage Backed Securities | 43 | -0.06% | 1.53B | Nov 2023 | SPBC vs MTBA |
Often Compared With SPBC
Investors most often compare SPBC with SPY, BITO, ^GSPC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SPBC with Any Fund or Stock
Compare SPBC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPBC with funds that move differently
Simplify US Equity PLUS GBTC ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPBC.
Explore SPBC Diversifiers