SPBC vs AADR

Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and ADVISORSHARES DORSEY WRIGHT ADR ETF (AADR, ETF).

5-Year PerformanceSPBC has outperformed AADR, delivering a return of +15.4% compared to +5.7%

SPBC vs AADR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	AADR(ETF)
Net Assets	$45M	$45M
Expense Ratio	0.54%	1.09%
Max Drawdown	35.13%	45.65%
Sharpe Ratio	0.93	0.29
5Y Beta	1.08	1.03
P/E Ratio	N/A	20.11
Forward P/E	N/A	10.72
5Y Dividends CAGR	N/A	46.84%
5Y EPS CAGR	N/A	13.15%
P/S Ratio	N/A	0.02
P/B Ratio	N/A	1.97

Net Assets

SPBC

$45M

Winner

AADR

$45M

Expense Ratio

Winner

SPBC

0.54%

AADR

1.09%

Max Drawdown

Winner

SPBC

35.13%

AADR

45.65%

Sharpe Ratio

Winner

SPBC

0.93

AADR

0.29

5Y Beta

SPBC

1.08

Winner

AADR

1.03

P/E Ratio

SPBC

N/A

AADR

20.11

Forward P/E

SPBC

N/A

AADR

10.72

5Y Dividends CAGR

SPBC

N/A

AADR

46.84%

5Y EPS CAGR

SPBC

N/A

AADR

13.15%

P/S Ratio

SPBC

N/A

AADR

0.02

P/B Ratio

SPBC

N/A

AADR

1.97

SPBC vs AADR - Holdings Comparison

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

SPBC's top 25 holdings weight is 88.39%. AADR's top 25 holdings weight is 80.50%.

Rank	SPBC	AADR
#1	ISHARES CORE S&P 500 ETF (IVV) - 80.82%	CHINA YUCHAI INTERNATIONAL LTD (CYD) - 5.35%
#2	VANECK BITCOIN ETF (HODL) - 7.57%	EMBRAER SA ADR (EMBJ) - 4.70%
#3	N/A	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 4.56%
#4	N/A	NOKIA OYJ ADR (NOK) - 4.55%
#5	N/A	COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.21%
#6	N/A	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 4.18%
#7	N/A	BARCLAYS PLC ADR (BCS) - 3.71%
#8	N/A	GOLD FIELDS LTD ADR (GFI) - 3.68%
#9	N/A	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.42%
#10	N/A	SK TELECOM CO LTD ADR (SKM) - 3.04%
#11	N/A	SIBANYE STILLWATER LTD ADR (SBSW) - 2.99%
#12	N/A	CEMEX SAB DE CV ADR (CX) - 2.98%
#13	N/A	ELBIT SYSTEMS LTD (n/a) - 2.90%
#14	N/A	SUMITOMO MITSUI FINANCIAL GROUP INC ADR (SMFG) - 2.88%
#15	N/A	TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 2.81%
#16	N/A	ASCENDIS PHARMA AS (ASND) - 2.65%
#17	N/A	E.ON SE ADR (EONGY) - 2.61%
#18	N/A	TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.52%
#19	N/A	SASOL LTD ADR (SSL) - 2.52%
#20	N/A	ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 2.43%
#21	N/A	TELEFONICA BRASIL SA ADR (VIV) - 2.41%
#22	N/A	NOVARTIS AG ADR (NVS) - 2.38%
#23	N/A	EQUINOR ASA ADR (EQNR) - 2.38%
#24	N/A	SINGAPORE TELECOMMUNICATIONS LTD ADR (SGAPY) - 2.37%
#25	N/A	GSK PLC ADR (GSK) - 2.27%
Total Holdings	2	36

SPBC vs AADR - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	AADR
1 month	-1.79%	-2.92%
3 months	+10.51%	-0.17%
6 months	+5.83%	-1.97%
1 year	+17.66%	+7.57%
5 years(CAGR)	+15.41%	+5.70%
10 years(CAGR)	N/A	+9.31%
Max(CAGR)	+15.55%	+8.87%

Winner

SPBC

-1.79%

AADR

-2.92%

Winner

SPBC

+10.51%

AADR

-0.17%

Winner

SPBC

+5.83%

AADR

-1.97%

Winner

SPBC

+17.66%

AADR

+7.57%

5Y(CAGR)

Winner

SPBC

+15.41%

AADR

+5.70%

10Y(CAGR)

SPBC

N/A

AADR

+9.31%

Max(CAGR)

Winner

SPBC

+15.55%

AADR

+8.87%

SPBC vs AADR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPBC	AADR
2026	+5.28%	-4.61%
2025	+16.31%	+23.12%
2024	+36.87%	+27.30%
2023	+48.87%	+20.10%
2022	-28.38%	-23.08%
2021	+14.86%	+5.52%
2020	N/A	+11.13%
2019	N/A	+34.48%
2018	N/A	-33.18%
2017	N/A	+43.94%
2016	N/A	+7.17%
2015	N/A	+6.02%
2014	N/A	+0.91%
2013	N/A	+19.42%
2012	N/A	+7.70%
2011	N/A	-5.79%
2010	N/A	+21.09%

SPBC vs AADR Drawdown Comparison

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

The maximum drawdown for AADR was -45.00%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.

The current SPBC drawdown is -3.22%. The current AADR drawdown is -13.87%.

Rank	SPBC	AADR
#1	-33.99% Nov 9, 2021 - Dec 8, 2023	-45.00% Jan 26, 2018 - Jan 8, 2021
#2	-21.00% Dec 16, 2024 - Jun 24, 2025	-34.77% Aug 11, 2021 - Oct 14, 2024
#3	-12.24% Oct 28, 2025 - Apr 17, 2026	-23.22% May 2, 2011 - Jan 10, 2013
#4	-10.19% Jul 16, 2024 - Sep 19, 2024	-20.61% Mar 19, 2025 - May 13, 2025
#5	-7.10% Mar 28, 2024 - May 20, 2024	-19.30% Jan 28, 2026 - Mar 30, 2026
#6	-6.66% Sep 3, 2021 - Oct 15, 2021	-15.48% Apr 27, 2015 - Jul 18, 2016
#7	-5.37% Jun 1, 2026 - Jun 10, 2026	-13.56% Jul 3, 2014 - Mar 20, 2015
#8	-3.94% Jul 7, 2021 - Jul 23, 2021	-10.16% Feb 16, 2021 - Jun 1, 2021
#9	-3.54% Oct 6, 2025 - Oct 27, 2025	-9.77% May 15, 2013 - Sep 16, 2013
#10	-2.97% Oct 29, 2024 - Nov 6, 2024	-9.39% Oct 25, 2016 - Jan 10, 2017
#11	-2.92% Jun 14, 2021 - Jun 29, 2021	-8.94% Dec 23, 2013 - Jun 19, 2014
#12	-2.81% Jul 28, 2025 - Aug 12, 2025	-7.90% Jun 11, 2021 - Aug 5, 2021
#13	-2.62% Aug 16, 2021 - Aug 23, 2021	-7.58% May 16, 2017 - Jul 24, 2017
#14	-2.58% May 14, 2026 - May 29, 2026	-7.21% Mar 7, 2011 - Apr 1, 2011
#15	-2.50% Aug 13, 2025 - Sep 10, 2025	-7.18% Oct 1, 2025 - Dec 23, 2025

Correlation

Correlation between SPBC and AADR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

SPBC vs AADR dividend yield comparison.

Year	SPBC	AADR
2026	0.21%	0.06%
2025	0.85%	0.49%
2024	0.98%	1.33%
2023	3.79%	0.74%
2022	0.60%	3.65%
2021	1.41%	0.92%
2020	0.00%	0.11%
2019	0.00%	0.58%
2018	0.00%	0.75%
2017	0.00%	0.74%
2016	0.00%	0.58%
2015	0.00%	0.81%
2014	0.00%	0.49%
2013	0.00%	0.34%
2012	0.00%	0.33%
2011	0.00%	0.76%
2010	0.00%	0.23%