SPBC vs JUNP

Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and PGIM S&P 500 BUFFER 12 ETF - JUNE (JUNP, ETF).

SPBC vs JUNP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	JUNP(ETF)
Net Assets	$44M	$43M
Expense Ratio	0.54%	0.50%
Max Drawdown	35.13%	11.23%
Sharpe Ratio	0.70	0.66
5Y Beta	1.08	0.56

Net Assets

Winner

SPBC

$44M

JUNP

$43M

Expense Ratio

SPBC

0.54%

Winner

JUNP

0.50%

Max Drawdown

SPBC

35.13%

Winner

JUNP

11.23%

Sharpe Ratio

Winner

SPBC

0.70

JUNP

0.66

5Y Beta

SPBC

1.08

Winner

JUNP

0.56

SPBC vs JUNP - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	JUNP
1 month	+0.93%	+0.51%
3 months	+5.53%	+1.24%
6 months	+6.81%	+3.55%
1 year	+13.89%	+9.56%
5 years(CAGR)	+15.55%	N/A
Max(CAGR)	+15.60%	+11.86%

Winner

SPBC

+0.93%

JUNP

+0.51%

Winner

SPBC

+5.53%

JUNP

+1.24%

Winner

SPBC

+6.81%

JUNP

+3.55%

Winner

SPBC

+13.89%

JUNP

+9.56%

5Y(CAGR)

SPBC

+15.55%

JUNP

N/A

Max(CAGR)

Winner

SPBC

+15.60%

JUNP

+11.86%

SPBC vs JUNP - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SPBC	JUNP
2026	+7.15%	+3.76%
2025	+16.31%	+12.84%
2024	+36.87%	+8.33%
2023	+48.87%	N/A
2022	-28.38%	N/A
2021	+14.86%	N/A

SPBC vs JUNP Drawdown Comparison

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

The maximum drawdown for JUNP was -11.23%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The current SPBC drawdown is -1.49%. The current JUNP drawdown is -0.39%.

Rank	SPBC	JUNP
#1	-33.99% Nov 9, 2021 - Dec 8, 2023	-11.23% Feb 19, 2025 - May 16, 2025
#2	-21.00% Dec 16, 2024 - Jun 24, 2025	-5.81% Jun 1, 2026 - Jul 15, 2026
#3	-12.24% Oct 28, 2025 - Apr 17, 2026	-4.87% Jul 16, 2024 - Aug 19, 2024
#4	-10.19% Jul 16, 2024 - Sep 19, 2024	-3.49% Feb 25, 2026 - Apr 8, 2026
#5	-7.10% Mar 28, 2024 - May 20, 2024	-2.36% Aug 30, 2024 - Sep 16, 2024
#6	-6.66% Sep 3, 2021 - Oct 15, 2021	-2.36% May 19, 2025 - Jun 3, 2025
#7	-5.37% Jun 1, 2026 - Jun 10, 2026	-1.69% Oct 28, 2025 - Nov 26, 2025
#8	-3.94% Jul 7, 2021 - Jul 23, 2021	-1.60% Dec 11, 2024 - Jan 17, 2025
#9	-3.54% Oct 6, 2025 - Oct 27, 2025	-1.17% Oct 8, 2025 - Oct 20, 2025
#10	-2.97% Oct 29, 2024 - Nov 6, 2024	-1.11% Jul 15, 2026 - Jul 17, 2026
#11	-2.92% Jun 14, 2021 - Jun 29, 2021	-1.09% Feb 9, 2026 - Feb 20, 2026
#12	-2.81% Jul 28, 2025 - Aug 12, 2025	-1.08% Nov 8, 2024 - Nov 26, 2024
#13	-2.62% Aug 16, 2021 - Aug 23, 2021	-1.07% Jul 28, 2025 - Aug 8, 2025
#14	-2.58% May 14, 2026 - May 29, 2026	-1.02% Oct 22, 2024 - Nov 6, 2024
#15	-2.50% Aug 13, 2025 - Sep 10, 2025	-0.86% Jan 12, 2026 - Jan 26, 2026