SPBC vs NVTX
Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and Tradr 2X Long NVTS Daily ETF (NVTX, ETF).
SPBC vs NVTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPBC
$44M
NVTX
$43M
Expense Ratio
SPBC
0.54%
NVTX
N/A
Max Drawdown
Winner
SPBC
35.13%
NVTX
90.52%
Sharpe Ratio
SPBC
0.70
Winner
NVTX
1.22
5Y Beta
Winner
SPBC
1.08
NVTX
9.50
SPBC vs NVTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPBC
+0.93%
NVTX
-74.45%
3M
Winner
SPBC
+5.53%
NVTX
-61.37%
6M
Winner
SPBC
+6.81%
NVTX
-35.45%
1Y
Winner
SPBC
+13.89%
NVTX
+0.60%
5Y(CAGR)
SPBC
+15.55%
NVTX
N/A
Max(CAGR)
Winner
SPBC
+15.60%
NVTX
+0.70%
SPBC vs NVTX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SPBC | NVTX |
|---|---|---|
| 2026 | +7.15% | -17.53% |
| 2025 | +16.31% | -9.65% |
| 2024 | +36.87% | N/A |
| 2023 | +48.87% | N/A |
| 2022 | -28.38% | N/A |
| 2021 | +14.86% | N/A |
SPBC vs NVTX Drawdown Comparison
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The maximum drawdown for NVTX was -90.04%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The current SPBC drawdown is -1.49%. The current NVTX drawdown is -87.73%.
| Rank | SPBC | NVTX |
|---|---|---|
| #1 | -33.99% Nov 9, 2021 - Dec 8, 2023 | -90.04% May 26, 2026 - Jul 20, 2026 |
| #2 | -21.00% Dec 16, 2024 - Jun 24, 2025 | -89.04% Oct 20, 2025 - May 22, 2026 |
| #3 | -12.24% Oct 28, 2025 - Apr 17, 2026 | -20.39% Sep 22, 2025 - Oct 1, 2025 |
| #4 | -10.19% Jul 16, 2024 - Sep 19, 2024 | -13.18% Oct 16, 2025 - Oct 20, 2025 |
| #5 | -7.10% Mar 28, 2024 - May 20, 2024 | -12.51% Oct 2, 2025 - Oct 13, 2025 |
| #6 | -6.66% Sep 3, 2021 - Oct 15, 2021 | -10.20% Sep 12, 2025 - Sep 17, 2025 |
| #7 | -5.37% Jun 1, 2026 - Jun 10, 2026 | -5.11% Sep 9, 2025 - Sep 11, 2025 |
| #8 | -3.94% Jul 7, 2021 - Jul 23, 2021 | N/A |
| #9 | -3.54% Oct 6, 2025 - Oct 27, 2025 | N/A |
| #10 | -2.97% Oct 29, 2024 - Nov 6, 2024 | N/A |
| #11 | -2.92% Jun 14, 2021 - Jun 29, 2021 | N/A |
| #12 | -2.81% Jul 28, 2025 - Aug 12, 2025 | N/A |
| #13 | -2.62% Aug 16, 2021 - Aug 23, 2021 | N/A |
| #14 | -2.58% May 14, 2026 - May 29, 2026 | N/A |
| #15 | -2.50% Aug 13, 2025 - Sep 10, 2025 | N/A |
Correlation
Correlation between SPBC and NVTX is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2021 - 2026)
SPBC vs NVTX dividend yield comparison.
| Year | SPBC | NVTX |
|---|---|---|
| 2026 | 0.42% | 0.00% |
| 2025 | 0.85% | 17.05% |
| 2024 | 0.98% | 0.00% |
| 2023 | 3.79% | 0.00% |
| 2022 | 0.60% | 0.00% |
| 2021 | 1.41% | 0.00% |
Select Stocks to Compare
Popular: SPBC vs SPYNVTX vs SPY
More Comparisons
Compare with similar stocks