SPBC vs JHMU
Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and JOHN HANCOCK DYNAMIC MUNICIPAL BOND ETF (JHMU, ETF).
SPBC vs JHMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBC
$44M
JHMU
$44M
Expense Ratio
SPBC
0.54%
Winner
JHMU
0.39%
Max Drawdown
SPBC
35.13%
Winner
JHMU
7.70%
Sharpe Ratio
Winner
SPBC
0.91
JHMU
0.48
5Y Beta
SPBC
1.07
Winner
JHMU
0.01
SPBC vs JHMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBC
+5.96%
JHMU
+0.29%
3M
Winner
SPBC
+3.72%
JHMU
+0.24%
6M
Winner
SPBC
+14.31%
JHMU
-1.25%
1Y
Winner
SPBC
+16.53%
JHMU
+5.06%
5Y(CAGR)
SPBC
+14.97%
JHMU
N/A
Max(CAGR)
Winner
SPBC
+16.21%
JHMU
+6.23%
SPBC vs JHMU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SPBC | JHMU |
|---|---|---|
| 2026 | +11.62% | +0.81% |
| 2025 | +16.31% | +4.79% |
| 2024 | +36.87% | +3.96% |
| 2023 | +48.87% | +7.77% |
| 2022 | -28.38% | N/A |
| 2021 | +14.86% | N/A |
SPBC vs JHMU Drawdown Comparison
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The maximum drawdown for JHMU was -4.48%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current JHMU drawdown is -1.57%.
| Rank | SPBC | JHMU |
|---|---|---|
| #1 | -33.99% Nov 9, 2021 - Dec 8, 2023 | -4.48% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -21.00% Dec 16, 2024 - Jun 24, 2025 | -2.77% Feb 26, 2026 - Jun 26, 2026 |
| #3 | -12.24% Oct 28, 2025 - Apr 17, 2026 | -2.56% Dec 6, 2024 - Feb 28, 2025 |
| #4 | -10.19% Jul 16, 2024 - Sep 19, 2024 | -2.33% Oct 1, 2024 - Dec 4, 2024 |
| #5 | -7.10% Mar 28, 2024 - May 20, 2024 | -2.02% Jul 6, 2026 - Jul 23, 2026 |
| #6 | -6.66% Sep 3, 2021 - Oct 15, 2021 | -1.43% May 15, 2024 - Jun 12, 2024 |
| #7 | -5.37% Jun 1, 2026 - Aug 4, 2026 | -1.21% Mar 13, 2024 - May 15, 2024 |
| #8 | -3.94% Jul 7, 2021 - Jul 23, 2021 | -1.10% Jan 11, 2024 - Jan 31, 2024 |
| #9 | -3.54% Oct 6, 2025 - Oct 27, 2025 | -0.96% Feb 1, 2024 - Feb 26, 2024 |
| #10 | -2.97% Oct 29, 2024 - Nov 6, 2024 | -0.66% Aug 2, 2024 - Aug 23, 2024 |
| #11 | -2.92% Jun 14, 2021 - Jun 29, 2021 | -0.62% Nov 14, 2023 - Nov 20, 2023 |
| #12 | -2.81% Jul 28, 2025 - Aug 12, 2025 | -0.47% Nov 11, 2025 - Nov 26, 2025 |
| #13 | -2.62% Aug 16, 2021 - Aug 23, 2021 | -0.44% Jun 18, 2024 - Jul 5, 2024 |
| #14 | -2.58% May 14, 2026 - May 29, 2026 | -0.43% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -2.50% Aug 13, 2025 - Sep 10, 2025 | -0.38% Nov 22, 2023 - Nov 27, 2023 |
Correlation
Correlation between SPBC and JHMU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2026)
SPBC vs JHMU dividend yield comparison.
| Year | SPBC | JHMU |
|---|---|---|
| 2026 | 0.40% | 2.08% |
| 2025 | 0.85% | 4.36% |
| 2024 | 0.98% | 7.29% |
| 2023 | 3.79% | 0.63% |
| 2022 | 0.60% | 0.00% |
| 2021 | 1.41% | 0.00% |
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