SPBC vs NTSD

Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and WISDOMTREE EFFICIENT U.S. PLUS INTERNATIONAL EQUITY FUND (NTSD, ETF).

SPBC vs NTSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	NTSD(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.54%	0.35%
Max Drawdown	35.13%	5.58%
Sharpe Ratio	0.91	2.11
5Y Beta	1.07	1.48
P/E Ratio	N/A	26.19
Forward P/E	N/A	21.11
5Y EPS CAGR	N/A	26.88%
Debt to Equity	N/A	57.26%
P/S Ratio	N/A	3.79
P/B Ratio	N/A	5.72

Net Assets

SPBC

$44M

Winner

NTSD

$44M

Expense Ratio

SPBC

0.54%

Winner

NTSD

0.35%

Max Drawdown

SPBC

35.13%

Winner

NTSD

5.58%

Sharpe Ratio

SPBC

0.91

Winner

NTSD

2.11

5Y Beta

Winner

SPBC

1.07

NTSD

1.48

P/E Ratio

SPBC

N/A

NTSD

26.19

Forward P/E

SPBC

N/A

NTSD

21.11

5Y EPS CAGR

SPBC

N/A

NTSD

26.88%

Debt to Equity

SPBC

N/A

NTSD

57.26%

P/S Ratio

SPBC

N/A

NTSD

3.79

P/B Ratio

SPBC

N/A

NTSD

5.72

SPBC vs NTSD - Holdings Comparison

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

SPBC's top 25 holdings weight is 98.83%. NTSD's top 25 holdings weight is 55.86%.

Rank	SPBC	NTSD
#1	ISHARES CORE S&P 500 ETF (IVV) - 88.15%	DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 7.63%
#2	VANECK BITCOIN ETF (HODL) - 10.68%	NVIDIA CORP (NVDA) - 7.16%
#3	N/A	APPLE INC (AAPL) - 6.25%
#4	N/A	ALPHABET INC CLASS A (GOOGL) - 5.46%
#5	N/A	MICROSOFT CORP (MSFT) - 4.71%
#6	N/A	AMAZON.COM INC (AMZN) - 3.54%
#7	N/A	BROADCOM INC (AVGO) - 2.12%
#8	N/A	META PLATFORMS INC CLASS A (META) - 1.78%
#9	N/A	NET CURRENT ASSETS (n/a) - 1.71%
#10	N/A	ELI LILLY AND CO (LLY) - 1.62%
#11	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%
#12	N/A	MICRON TECHNOLOGY INC (MU) - 1.39%
#13	N/A	TESLA INC (TSLA) - 1.33%
#14	N/A	JPMORGAN CHASE & CO (JPM) - 1.27%
#15	N/A	WALMART INC (WMT) - 1.07%
#16	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.03%
#17	N/A	VISA INC CLASS A (V) - 0.98%
#18	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 0.95%
#19	N/A	JOHNSON & JOHNSON (JNJ) - 0.81%
#20	N/A	MASTERCARD INC CLASS A (MA) - 0.71%
#21	N/A	BANK OF AMERICA CORP (BAC) - 0.62%
#22	N/A	ABBVIE INC (ABBV) - 0.58%
#23	N/A	MSCI EAFE INDEX FUTURE SEPT 26 (n/a) - 0.58%
#24	N/A	CISCO SYSTEMS INC (CSCO) - 0.57%
#25	N/A	INTEL CORP (INTC) - 0.56%
Total Holdings	2	515

SPBC vs NTSD - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	NTSD
1 month	+5.96%	+5.29%
3 months	+3.72%	+5.62%
6 months	+14.31%	+22.90%
1 year	+16.53%	N/A
5 years(CAGR)	+14.97%	N/A
Max(CAGR)	+16.21%	+61.08%

Winner

SPBC

+5.96%

NTSD

+5.29%

SPBC

+3.72%

Winner

NTSD

+5.62%

SPBC

+14.31%

Winner

NTSD

+22.90%

SPBC

+16.53%

NTSD

N/A

5Y(CAGR)

SPBC

+14.97%

NTSD

N/A

Max(CAGR)

SPBC

+16.21%

Winner

NTSD

+61.08%

SPBC vs NTSD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SPBC	NTSD
2026	+11.62%	+22.90%
2025	+16.31%	N/A
2024	+36.87%	N/A
2023	+48.87%	N/A
2022	-28.38%	N/A
2021	+14.86%	N/A

SPBC vs NTSD Drawdown Comparison

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

The maximum drawdown for NTSD was -5.58%, occurring on Jun 10, 2026. Recovery took 22 trading sessions.

The current NTSD drawdown is -2.24%.

Rank	SPBC	NTSD
#1	-33.99% Nov 9, 2021 - Dec 8, 2023	-5.58% Jun 2, 2026 - Jul 6, 2026
#2	-21.00% Dec 16, 2024 - Jun 24, 2025	-5.20% Mar 19, 2026 - Apr 1, 2026
#3	-12.24% Oct 28, 2025 - Apr 17, 2026	-3.77% Jul 6, 2026 - Aug 3, 2026
#4	-10.19% Jul 16, 2024 - Sep 19, 2024	-2.89% Aug 13, 2026 - Aug 20, 2026
#5	-7.10% Mar 28, 2024 - May 20, 2024	-2.46% May 14, 2026 - May 22, 2026
#6	-6.66% Sep 3, 2021 - Oct 15, 2021	-2.45% Apr 17, 2026 - Apr 30, 2026
#7	-5.37% Jun 1, 2026 - Aug 4, 2026	-1.57% May 6, 2026 - May 13, 2026
#8	-3.94% Jul 7, 2021 - Jul 23, 2021	-1.36% Apr 30, 2026 - May 5, 2026
#9	-3.54% Oct 6, 2025 - Oct 27, 2025	-0.49% Apr 1, 2026 - Apr 6, 2026
#10	-2.97% Oct 29, 2024 - Nov 6, 2024	-0.45% Aug 7, 2026 - Aug 12, 2026
#11	-2.92% Jun 14, 2021 - Jun 29, 2021	-0.45% Apr 6, 2026 - Apr 8, 2026
#12	-2.81% Jul 28, 2025 - Aug 12, 2025	-0.43% Aug 4, 2026 - Aug 7, 2026
#13	-2.62% Aug 16, 2021 - Aug 23, 2021	-0.27% May 26, 2026 - May 28, 2026
#14	-2.58% May 14, 2026 - May 29, 2026	-0.07% Apr 15, 2026 - Apr 17, 2026
#15	-2.50% Aug 13, 2025 - Sep 10, 2025	N/A