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SPBC vs. THRV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPBC vs. THRV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify US Equity PLUS GBTC ETF (SPBC) and Prospera Income ETF (THRV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPBC achieves a 7.71% return, which is significantly higher than THRV's 1.86% return.


SPBC

1D
-0.90%
1M
3.04%
YTD
7.71%
6M
7.18%
1Y
21.45%
3Y*
28.29%
5Y*
15.96%
10Y*

THRV

1D
-0.38%
1M
0.32%
YTD
1.86%
6M
1.66%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPBC vs. THRV - Yearly Performance Comparison


2026 (YTD)2025
SPBC
Simplify US Equity PLUS GBTC ETF
7.71%-0.07%
THRV
Prospera Income ETF
1.86%0.16%

Correlation

The correlation between SPBC and THRV is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

0.65

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Return for Risk

SPBC vs. THRV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPBC
SPBC Risk / Return Rank: 4040
Overall Rank
SPBC Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SPBC Sortino Ratio Rank: 4040
Sortino Ratio Rank
SPBC Omega Ratio Rank: 4040
Omega Ratio Rank
SPBC Calmar Ratio Rank: 3535
Calmar Ratio Rank
SPBC Martin Ratio Rank: 4040
Martin Ratio Rank

THRV
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPBC vs. THRV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity PLUS GBTC ETF (SPBC) and Prospera Income ETF (THRV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SPBCTHRVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

1.76

Martin ratioReturn relative to average drawdown

6.38

SPBC vs. THRV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SPBCTHRVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

1.04

-0.25

Drawdowns

SPBC vs. THRV - Drawdown Comparison

The maximum SPBC drawdown since its inception was -33.99%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for SPBC and THRV.


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Drawdown Indicators


SPBCTHRVDifference

Max Drawdown

Largest peak-to-trough decline

-33.99%

-1.50%

-32.49%

Max Drawdown (1Y)

Largest decline over 1 year

-12.24%

Max Drawdown (3Y)

Largest decline over 3 years

-21.00%

Max Drawdown (5Y)

Largest decline over 5 years

-33.99%

Current Drawdown

Current decline from peak

-1.28%

-0.51%

-0.77%

Average Drawdown

Average peak-to-trough decline

-8.64%

-0.44%

-8.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

Volatility

SPBC vs. THRV - Volatility Comparison


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Volatility by Period


SPBCTHRVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.38%

Volatility (6M)

Calculated over the trailing 6-month period

10.92%

Volatility (1Y)

Calculated over the trailing 1-year period

14.49%

2.92%

+11.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.43%

2.92%

+17.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.39%

2.92%

+17.47%

SPBC vs. THRV - Expense Ratio Comparison

SPBC has a 0.50% expense ratio, which is lower than THRV's 1.80% expense ratio.


Dividends

SPBC vs. THRV - Dividend Comparison

SPBC's dividend yield for the trailing twelve months is around 0.83%, less than THRV's 4.71% yield.


PositionTTM20252024202320222021
SPBC
Simplify US Equity PLUS GBTC ETF
0.83%0.85%0.98%3.79%0.60%1.41%
THRV
Prospera Income ETF
4.71%1.67%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPBC and THRV have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPBC is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPBC is cheaper with a 0.50% expense ratio, compared with 1.80% for THRV.

THRV has the higher dividend yield at 4.71%, compared with 0.83% for SPBC.

They also come from different issuers: Simplify and Prospera Funds. Their fees differ too: 0.50% for SPBC and 1.80% for THRV.

Portfolio Optimizer

Find the right allocation for SPBC and THRV

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