SPBC vs. VOO
Compare and contrast key facts about Simplify US Equity PLUS GBTC ETF (SPBC) and Vanguard S&P 500 ETF (VOO).
SPBC and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPBC is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 24, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPBC or VOO.
Correlation
The correlation between SPBC and VOO is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SPBC vs. VOO - Performance Comparison
Key characteristics
SPBC:
0.74
VOO:
0.59
SPBC:
1.17
VOO:
0.94
SPBC:
1.16
VOO:
1.14
SPBC:
0.77
VOO:
0.60
SPBC:
2.93
VOO:
2.34
SPBC:
5.55%
VOO:
4.80%
SPBC:
22.04%
VOO:
19.10%
SPBC:
-33.81%
VOO:
-33.99%
SPBC:
-8.19%
VOO:
-8.16%
Returns By Period
In the year-to-date period, SPBC achieves a -3.27% return, which is significantly higher than VOO's -3.92% return.
SPBC
-3.27%
14.40%
-1.73%
14.51%
N/A
N/A
VOO
-3.92%
11.29%
-4.41%
9.97%
15.75%
12.27%
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SPBC vs. VOO - Expense Ratio Comparison
SPBC has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SPBC vs. VOO — Risk-Adjusted Performance Rank
SPBC
VOO
SPBC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity PLUS GBTC ETF (SPBC) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
SPBC vs. VOO - Dividend Comparison
SPBC's dividend yield for the trailing twelve months is around 0.97%, less than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPBC Simplify US Equity PLUS GBTC ETF | 0.97% | 0.98% | 3.79% | 0.60% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SPBC vs. VOO - Drawdown Comparison
The maximum SPBC drawdown since its inception was -33.81%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SPBC and VOO. For additional features, visit the drawdowns tool.
Volatility
SPBC vs. VOO - Volatility Comparison
Simplify US Equity PLUS GBTC ETF (SPBC) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.73% and 11.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.