LDDR vs SPBC
Comparison between Stone Ridge 2035 Term Income ETF (LDDR, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).
LDDR vs SPBC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LDDR vs SPBC - Holdings Comparison
LDDR and SPBC have 0 common holdings. Overlap is 0.00%
LDDR's top 25 holdings weight is 99.96%. SPBC's top 25 holdings weight is 88.58%.
| Rank | LDDR | SPBC |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 3.88% (n/a) - 29.90% | ISHARES CORE S&P 500 ETF (IVV) - 80.02% |
| #2 | UNITED STATES TREASURY NOTES 3.13% (n/a) - 13.98% | VANECK BITCOIN ETF (HODL) - 8.56% |
| #3 | UNITED STATES TREASURY NOTES 2.75% (n/a) - 10.15% | N/A |
| #4 | UNITED STATES TREASURY NOTES 3.63% (n/a) - 8.92% | N/A |
| #5 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 8.21% | N/A |
| #6 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 7.89% | N/A |
| #7 | UNITED STATES TREASURY NOTES 4% (n/a) - 6.10% | N/A |
| #8 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 5.59% | N/A |
| #9 | UNITED STATES TREASURY NOTES 3.5% (n/a) - 2.53% | N/A |
| #10 | UNITED STATES TREASURY NOTES 4.13% (n/a) - 2.43% | N/A |
| #11 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.39% | N/A |
| #12 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.39% | N/A |
| #13 | OTHER ASSETS AND LIABILITIES (n/a) - 0.80% | N/A |
| #14 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.32% | N/A |
| #15 | UNITED STATES TREASURY NOTES 3.38% (n/a) - 0.15% | N/A |
| #16 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 0.09% | N/A |
| #17 | UNITED STATES TREASURY BONDS 4.63% (n/a) - 0.07% | N/A |
| #18 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03% | N/A |
| #19 | UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.01% | N/A |
| #20 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.01% | N/A |
| #21 | UNITED STATES TREASURY NOTES 4.63% (n/a) - 0.00% | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 21 | 2 |
LDDR vs SPBC - Historical Returns
Returns include dividend reinvestment.
LDDR vs SPBC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LDDR | SPBC |
|---|---|---|
| 2026 | -0.48% | +4.43% |
| 2025 | +6.75% | +16.31% |
| 2024 | N/A | +36.87% |
| 2023 | N/A | +48.87% |
| 2022 | N/A | -28.38% |
| 2021 | N/A | +14.86% |
LDDR vs SPBC Drawdown Comparison
The maximum drawdown for LDDR was -2.49%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The current LDDR drawdown is -2.03%. The current SPBC drawdown is -3.99%.
| Rank | LDDR | SPBC |
|---|---|---|
| #1 | -2.49% Feb 27, 2026 - May 19, 2026 | -33.99% Nov 9, 2021 - Dec 8, 2023 |
| #2 | -2.38% Apr 4, 2025 - Jun 30, 2025 | -21.00% Dec 16, 2024 - Jun 24, 2025 |
| #3 | -1.21% Feb 28, 2025 - Apr 3, 2025 | -12.24% Oct 28, 2025 - Apr 17, 2026 |
| #4 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -10.19% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.01% Feb 5, 2025 - Feb 21, 2025 | -7.10% Mar 28, 2024 - May 20, 2024 |
| #6 | -0.81% Oct 21, 2025 - Nov 24, 2025 | -6.66% Sep 3, 2021 - Oct 15, 2021 |
| #7 | -0.80% Nov 26, 2025 - Feb 10, 2026 | -3.99% Jun 1, 2026 - Jun 5, 2026 |
| #8 | -0.73% Jan 6, 2025 - Jan 15, 2025 | -3.94% Jul 7, 2021 - Jul 23, 2021 |
| #9 | -0.70% Sep 16, 2025 - Oct 10, 2025 | -3.54% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -0.43% Aug 13, 2025 - Aug 22, 2025 | -2.97% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -0.30% Jan 21, 2025 - Jan 27, 2025 | -2.92% Jun 14, 2021 - Jun 29, 2021 |
| #12 | -0.27% Aug 29, 2025 - Sep 4, 2025 | -2.81% Jul 28, 2025 - Aug 12, 2025 |
| #13 | -0.26% Aug 4, 2025 - Aug 13, 2025 | -2.62% Aug 16, 2021 - Aug 23, 2021 |
| #14 | -0.19% Feb 10, 2026 - Feb 12, 2026 | -2.58% May 14, 2026 - May 29, 2026 |
| #15 | -0.17% Feb 13, 2026 - Feb 23, 2026 | -2.50% Aug 13, 2025 - Sep 10, 2025 |
Correlation
Correlation between LDDR and SPBC is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2021 - 2026)
LDDR vs SPBC dividend yield comparison.
| Year | LDDR | SPBC |
|---|---|---|
| 2026 | 6.36% | 0.21% |
| 2025 | 14.63% | 0.85% |
| 2024 | 0.00% | 0.98% |
| 2023 | 0.00% | 3.79% |
| 2022 | 0.00% | 0.60% |
| 2021 | 0.00% | 1.41% |
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