DV
Dividend Vision

SPBC — Simplify US Equity PLUS Bitcoin Strategy ETF

Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC)

SPBC pays a 0.81% distribution rate, quarterly, on a 0.54% expense ratio. Its Distribution Safety Score™ is 57 (Caution), giving a Safety-Adjusted Yield of 0.46%. Total return is 476.6% over the past 15.8 years, 288.7 points behind SPY at 765.3%. Its deepest 1-year drawdown was 12.2%.

Simplify US Equity PLUS Bitcoin Strategy ETF combines exposure to U.S. equity securities with bitcoin strategy overlays through direct bitcoin products and bitcoin-linked derivatives, investing at least eighty percent of assets in these holdings. The fund distributes quarterly and carries an expense ratio of 0.54%, with a modest current distribution rate. This ETF may appeal to investors seeking equity market participation alongside cryptocurrency exposure through a single strategy.

SPBC key facts

Distribution Safety Score™
57 · Caution
Safety-Adjusted Yield
0.46%
Issuer
Simplify ETFs
Asset type
ETF
Asset class
Multi-Asset
Inception date
05/24/2021
Expense ratio
0.54%
Distribution rate
0.81%
Distribution frequency
Quarterly
Trailing yield
0.81%
Last close
$49.34
AUM
$42,992,173
Average volume
1378.0
Last dividend
$0.1000
Ex-dividend date
06/25/2026
Payment date
06/30/2026
Beta
1.1791
P/E ratio
26.2991