JULB vs SPBC

Comparison between APTUS JULY BUFFER ETF (JULB, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).

JULB vs SPBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULB(ETF)	SPBC(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.25%	0.54%
Max Drawdown	5.24%	35.13%
Sharpe Ratio	1.48	0.91
5Y Beta	0.49	1.07

Net Assets

JULB

$44M

SPBC

$44M

Expense Ratio

Winner

JULB

0.25%

SPBC

0.54%

Max Drawdown

Winner

JULB

5.24%

SPBC

35.13%

Sharpe Ratio

Winner

JULB

1.48

SPBC

0.91

5Y Beta

Winner

JULB

0.49

SPBC

1.07

JULB vs SPBC - Holdings Comparison

JULB and SPBC have 0 common holdings. Overlap is 0.00%

JULB's top 25 holdings weight is 0.27%. SPBC's top 25 holdings weight is 98.83%.

Rank	JULB	SPBC
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.27%	ISHARES CORE S&P 500 ETF (IVV) - 88.15%
#2	N/A	VANECK BITCOIN ETF (HODL) - 10.68%
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	2

JULB vs SPBC - Historical Returns

Returns include dividend reinvestment.

Period	JULB	SPBC
1 month	+2.13%	+5.96%
3 months	+3.50%	+3.72%
6 months	+8.53%	+14.31%
1 year	+12.23%	+16.53%
5 years(CAGR)	N/A	+14.97%
Max(CAGR)	+14.36%	+16.21%

JULB

+2.13%

Winner

SPBC

+5.96%

JULB

+3.50%

Winner

SPBC

+3.72%

JULB

+8.53%

Winner

SPBC

+14.31%

JULB

+12.23%

Winner

SPBC

+16.53%

5Y(CAGR)

JULB

N/A

SPBC

+14.97%

Max(CAGR)

JULB

+14.36%

Winner

SPBC

+16.21%

JULB vs SPBC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JULB	SPBC
2026	+9.37%	+11.62%
2025	+2.56%	+16.31%
2024	N/A	+36.87%
2023	N/A	+48.87%
2022	N/A	-28.38%
2021	N/A	+14.86%

JULB vs SPBC Drawdown Comparison

The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.

The current JULB drawdown is -0.75%.

Rank	JULB	SPBC
#1	-5.24% Jan 28, 2026 - Apr 15, 2026	-33.99% Nov 9, 2021 - Dec 8, 2023
#2	-2.28% Oct 28, 2025 - Nov 28, 2025	-21.00% Dec 16, 2024 - Jun 24, 2025
#3	-1.67% Jul 10, 2026 - Aug 3, 2026	-12.24% Oct 28, 2025 - Apr 17, 2026
#4	-1.47% Jun 4, 2026 - Jun 15, 2026	-10.19% Jul 16, 2024 - Sep 19, 2024
#5	-1.31% Jan 12, 2026 - Jan 27, 2026	-7.10% Mar 28, 2024 - May 20, 2024
#6	-1.19% Dec 11, 2025 - Dec 22, 2025	-6.66% Sep 3, 2021 - Oct 15, 2021
#7	-0.92% Aug 14, 2026 - Aug 20, 2026	-5.37% Jun 1, 2026 - Aug 4, 2026
#8	-0.58% May 14, 2026 - May 22, 2026	-3.94% Jul 7, 2021 - Jul 23, 2021
#9	-0.48% Jun 18, 2026 - Jun 29, 2026	-3.54% Oct 6, 2025 - Oct 27, 2025
#10	-0.47% Dec 26, 2025 - Jan 6, 2026	-2.97% Oct 29, 2024 - Nov 6, 2024
#11	-0.41% Jun 15, 2026 - Jun 18, 2026	-2.92% Jun 14, 2021 - Jun 29, 2021
#12	-0.39% Apr 17, 2026 - Apr 22, 2026	-2.81% Jul 28, 2025 - Aug 12, 2025
#13	-0.39% Oct 15, 2025 - Oct 17, 2025	-2.62% Aug 16, 2021 - Aug 23, 2021
#14	-0.33% Jul 6, 2026 - Jul 10, 2026	-2.58% May 14, 2026 - May 29, 2026
#15	-0.28% Apr 27, 2026 - Apr 30, 2026	-2.50% Aug 13, 2025 - Sep 10, 2025