Simplify US Equity PLUS Bitcoin Strategy ETF
SPBCNASDAQSimplifyAsset Allocation
As of Oct 23, 2026 close
- Assets (AUM)
- $41.74M
- Expense ratio
- 0.59%
- Dividend yield
- 0.80%
- Holdings
- 4
- 52-week range
- $40.29$51.50
- Volume (live)
- -
- Avg. volume (3M)
- 5.63K
SPBC ETF: Simplify US Equity PLUS Bitcoin Strategy ETF - Price, Holdings & Analysis
Simplify US Equity PLUS Bitcoin Strategy ETF Price Chart
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Financial Metrics & Key Statistics
Fund characteristics, expense ratio, dividend yield, and performance metrics
| Day's Range | $49.74 - $49.99 |
|---|---|
| 52-Week High | $51.50 |
| 52-Week Low | $40.29 |
| Open | $49.86 |
| Volume (last close) | 4.23K |
| Average Volume (3M) | 5.63K |
| 1 Day Change | −1.59% |
|---|---|
| 1 Month Change | −1.32% |
| 6 Month Change | +8.93% |
| YTD Change | +11.45% |
| 1 Year Change | +11.06% |
| 5 Year Change | +76.48% |
| Annual Dividend | $0.40 |
|---|---|
| Dividend Yield | 0.80% |
| Last Dividend Ex-Date | Sep 25, 2026 |
| Dividend Growth YoY | +5.26% |
| Assets (AUM) | $41.74M |
|---|---|
| Expense Ratio | 0.59% |
| Total Holdings | 4 |
| Inception Date | May 23, 2021 |
| 50-Day MA | $50.08 |
|---|---|
| 200-Day MA | $46.83 |
| RSI | 49.72 |
| Stochastic %K | 30.02 |
| Stochastic %D | 18.32 |
Source: Exchange price data and fund disclosures. Data as of Oct 23, 2026. Data sources and methodology
SPBC at a Glance
Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) is an asset allocation ETF from Simplify, launched in May 2021. It manages $41.74M in assets and charges a 0.59% expense ratio, about $59 a year per $10,000 invested.
As of its Oct 4, 2026 holdings, it holds 4 positions. The largest are iShares Core S&P 500 ETF (#IVV, 88.81%), iShares Trust - iShares Core S&P 500 ETF (BMV:IVV, 84.96%) and VanEck Bitcoin Trust (BATS:HODL, 13.64%). By sector it leans toward Technology (39.9%), Financials (11.4%) and Communication Services (9.8%). 99.5% of assets are in the United States.
It pays distributions yielding 0.80% at the Oct 23, 2026 close, $0.40 per share over the trailing 12 months. As of the Oct 23, 2026 close, the share price is up 11.1% over one year and up 76.5% over five years (price change, excluding distributions).
Frequently Asked Questions About Simplify US Equity PLUS Bitcoin Strategy ETF
What is the current price of SPBC?
The latest SPBC price is $49.74 (Oct 23, 2026 close). The 52-week range is $40.29–$51.50. The share price is up 11.1% over the past year (price change, excluding distributions).
What is the expense ratio for SPBC?
SPBC's annual expense ratio is 0.59%. This represents the yearly cost of holding the fund, deducted from total returns. Compare with similar Asset Allocation ETFs in the ETF Screener.
Does SPBC pay dividends?
Yes, SPBC pays a 0.80% dividend yield (trailing 12 months, at the Oct 23, 2026 close). The most recent ex-dividend date was September 25, 2026. View full dividend history in the Dividends section.
What are the top holdings of SPBC?
As of Oct 4, 2026, SPBC's largest holdings are iShares Core S&P 500 ETF (88.8%), iShares Trust - iShares Core S&P 500 ETF (85.0%), VanEck Bitcoin Trust (13.6%) (combined weight: 187.4%). The fund holds 4 total positions. View the complete portfolio breakdown in the Holdings section.
How does SPBC compare to similar ETFs?
Compare SPBC (0.59% expense ratio, $42M AUM) against similar Asset Allocation ETFs using the ETF Screener. Filter by expense ratio, dividend yield, and performance to find alternatives.