SPBC vs JULB

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

SPBC vs JULB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	JULB(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.54%	0.25%
Max Drawdown	35.13%	5.24%
Sharpe Ratio	0.81	1.50
5Y Beta	1.07	0.49

Net Assets

SPBC

$44M

JULB

$44M

Expense Ratio

SPBC

0.54%

Winner

JULB

0.25%

Max Drawdown

SPBC

35.13%

Winner

JULB

5.24%

Sharpe Ratio

SPBC

0.81

Winner

JULB

1.50

5Y Beta

SPBC

1.07

Winner

JULB

0.49

SPBC vs JULB - Holdings Comparison

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

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

Rank	SPBC	JULB
#1	ISHARES CORE S&P 500 ETF (IVV) - 88.15%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.27%
#2	VANECK BITCOIN ETF (HODL) - 10.68%	N/A
#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	2	1

SPBC vs JULB - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	JULB
1 month	+6.25%	+2.30%
3 months	+3.38%	+3.43%
6 months	+13.04%	+8.23%
1 year	+16.85%	+12.41%
5 years(CAGR)	+14.92%	N/A
Max(CAGR)	+16.26%	+14.53%

Winner

SPBC

+6.25%

JULB

+2.30%

SPBC

+3.38%

Winner

JULB

+3.43%

Winner

SPBC

+13.04%

JULB

+8.23%

Winner

SPBC

+16.85%

JULB

+12.41%

5Y(CAGR)

SPBC

+14.92%

JULB

N/A

Max(CAGR)

Winner

SPBC

+16.26%

JULB

+14.53%

SPBC vs JULB - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SPBC	JULB
2026	+11.92%	+9.54%
2025	+16.31%	+2.56%
2024	+36.87%	N/A
2023	+48.87%	N/A
2022	-28.38%	N/A
2021	+14.86%	N/A

SPBC vs JULB Drawdown Comparison

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

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

The current JULB drawdown is -0.59%.

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