RILA vs SPBC

Comparison between INDEXPERTS GORILLA AGGRESSIVE GROWTH ETF (RILA, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).

RILA vs SPBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RILA(ETF)	SPBC(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.50%	0.54%
Max Drawdown	20.02%	35.13%
Sharpe Ratio	0.18	0.70
5Y Beta	1.04	1.08
P/E Ratio	40.24	N/A
Forward P/E	26.22	N/A
5Y EPS CAGR	28.78%	N/A
Debt to Equity	52.95%	N/A
P/S Ratio	3.67	N/A
P/B Ratio	8.72	N/A

Net Assets

Winner

RILA

$44M

SPBC

$44M

Expense Ratio

Winner

RILA

0.50%

SPBC

0.54%

Max Drawdown

Winner

RILA

20.02%

SPBC

35.13%

Sharpe Ratio

RILA

0.18

Winner

SPBC

0.70

5Y Beta

Winner

RILA

1.04

SPBC

1.08

P/E Ratio

RILA

40.24

SPBC

N/A

Forward P/E

RILA

26.22

SPBC

N/A

5Y EPS CAGR

RILA

28.78%

SPBC

N/A

Debt to Equity

RILA

52.95%

SPBC

N/A

P/S Ratio

RILA

3.67

SPBC

N/A

P/B Ratio

RILA

8.72

SPBC

N/A

RILA vs SPBC - Holdings Comparison

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

RILA's top 25 holdings weight is 62.54%. SPBC's top 25 holdings weight is 89.02%.

Rank	RILA	SPBC
#1	BROADCOM INC (AVGO) - 4.81%	ISHARES CORE S&P 500 ETF (IVV) - 79.21%
#2	NVIDIA CORP (NVDA) - 4.60%	VANECK BITCOIN ETF (HODL) - 9.81%
#3	ELI LILLY AND CO (LLY) - 4.48%	N/A
#4	PALO ALTO NETWORKS INC (PANW) - 4.25%	N/A
#5	TESLA INC (TSLA) - 3.68%	N/A
#6	AMPHENOL CORP CLASS A (APH) - 3.60%	N/A
#7	AMAZON.COM INC (AMZN) - 3.48%	N/A
#8	KLA CORP (KLAC) - 3.34%	N/A
#9	META PLATFORMS INC CLASS A (META) - 2.77%	N/A
#10	n/a (PLTR) - 2.35%	N/A
#11	NETFLIX INC (NFLX) - 2.28%	N/A
#12	ARISTA NETWORKS INC (ANET) - 2.16%	N/A
#13	COSTCO WHOLESALE CORP (COST) - 2.10%	N/A
#14	ORACLE CORP (ORCL) - 2.07%	N/A
#15	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.96%	N/A
#16	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.80%	N/A
#17	HEICO CORP (HEI) - 1.57%	N/A
#18	SERVICENOW INC (NOW) - 1.57%	N/A
#19	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.47%	N/A
#20	HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.41%	N/A
#21	THE TRAVELERS COMPANIES INC (TRV) - 1.39%	N/A
#22	PACCAR INC (PCAR) - 1.39%	N/A
#23	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.34%	N/A
#24	VERTEX PHARMACEUTICALS INC (VRTX) - 1.34%	N/A
#25	THERMO FISHER SCIENTIFIC INC (TMO) - 1.33%	N/A
Total Holdings	170	2

RILA vs SPBC - Historical Returns

Returns include dividend reinvestment.

Period	RILA	SPBC
1 month	-0.21%	+0.93%
3 months	+3.58%	+5.53%
6 months	+3.23%	+6.81%
1 year	+5.43%	+13.89%
5 years(CAGR)	N/A	+15.55%
Max(CAGR)	+11.45%	+15.60%

RILA

-0.21%

Winner

SPBC

+0.93%

RILA

+3.58%

Winner

SPBC

+5.53%

RILA

+3.23%

Winner

SPBC

+6.81%

RILA

+5.43%

Winner

SPBC

+13.89%

5Y(CAGR)

RILA

N/A

SPBC

+15.55%

Max(CAGR)

RILA

+11.45%

Winner

SPBC

+15.60%

RILA vs SPBC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	RILA	SPBC
2026	+3.05%	+7.15%
2025	+15.47%	+16.31%
2024	N/A	+36.87%
2023	N/A	+48.87%
2022	N/A	-28.38%
2021	N/A	+14.86%

RILA vs SPBC Drawdown Comparison

The maximum drawdown for RILA was -19.99%, occurring on Apr 8, 2025. Recovery took 78 trading sessions.

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

The current RILA drawdown is -4.31%. The current SPBC drawdown is -1.49%.

Rank	RILA	SPBC
#1	-19.99% Feb 10, 2025 - Jun 3, 2025	-33.99% Nov 9, 2021 - Dec 8, 2023
#2	-16.54% Oct 28, 2025 - May 29, 2026	-21.00% Dec 16, 2024 - Jun 24, 2025
#3	-5.93% Jun 1, 2026 - Jun 10, 2026	-12.24% Oct 28, 2025 - Apr 17, 2026
#4	-4.17% Sep 22, 2025 - Oct 27, 2025	-10.19% Jul 16, 2024 - Sep 19, 2024
#5	-2.85% Jul 28, 2025 - Aug 18, 2025	-7.10% Mar 28, 2024 - May 20, 2024
#6	-2.64% Jan 6, 2025 - Jan 17, 2025	-6.66% Sep 3, 2021 - Oct 15, 2021
#7	-2.38% Jan 23, 2025 - Jan 28, 2025	-5.37% Jun 1, 2026 - Jun 10, 2026
#8	-2.00% Aug 18, 2025 - Aug 28, 2025	-3.94% Jul 7, 2021 - Jul 23, 2021
#9	-1.85% Jan 28, 2025 - Feb 5, 2025	-3.54% Oct 6, 2025 - Oct 27, 2025
#10	-1.83% Aug 28, 2025 - Sep 8, 2025	-2.97% Oct 29, 2024 - Nov 6, 2024
#11	-1.63% Jun 12, 2025 - Jun 24, 2025	-2.92% Jun 14, 2021 - Jun 29, 2021
#12	-1.43% Jul 3, 2025 - Jul 17, 2025	-2.81% Jul 28, 2025 - Aug 12, 2025
#13	-1.14% Jun 30, 2025 - Jul 3, 2025	-2.62% Aug 16, 2021 - Aug 23, 2021
#14	-0.94% Sep 11, 2025 - Sep 16, 2025	-2.58% May 14, 2026 - May 29, 2026
#15	-0.81% Feb 6, 2025 - Feb 10, 2025	-2.50% Aug 13, 2025 - Sep 10, 2025