SPBC vs SQMX
Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and FT VEST U.S. EQUITY QUARTERLY MAX BUFFER ETF (SQMX, ETF).
SPBC vs SQMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPBC
$45M
SQMX
$45M
Expense Ratio
Winner
SPBC
0.54%
SQMX
0.85%
Max Drawdown
SPBC
35.13%
Winner
SQMX
7.40%
Sharpe Ratio
SPBC
0.93
Winner
SQMX
1.31
5Y Beta
SPBC
1.08
Winner
SQMX
0.32
SPBC vs SQMX - Historical Returns
Returns include dividend reinvestment.
1M
SPBC
-1.79%
Winner
SQMX
+0.46%
3M
Winner
SPBC
+10.51%
SQMX
+2.32%
6M
Winner
SPBC
+5.83%
SQMX
+3.02%
1Y
Winner
SPBC
+17.66%
SQMX
+8.30%
5Y(CAGR)
SPBC
+15.41%
SQMX
N/A
Max(CAGR)
Winner
SPBC
+15.55%
SQMX
+7.20%
SPBC vs SQMX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SPBC | SQMX |
|---|---|---|
| 2026 | +5.28% | +2.21% |
| 2025 | +16.31% | +8.65% |
| 2024 | +36.87% | -0.27% |
| 2023 | +48.87% | N/A |
| 2022 | -28.38% | N/A |
| 2021 | +14.86% | N/A |
SPBC vs SQMX Drawdown Comparison
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The maximum drawdown for SQMX was -7.40%, occurring on Apr 8, 2025. Recovery took 67 trading sessions.
The current SPBC drawdown is -3.22%.
| Rank | SPBC | SQMX |
|---|---|---|
| #1 | -33.99% Nov 9, 2021 - Dec 8, 2023 | -7.40% Feb 19, 2025 - May 27, 2025 |
| #2 | -21.00% Dec 16, 2024 - Jun 24, 2025 | -2.04% Feb 25, 2026 - Apr 15, 2026 |
| #3 | -12.24% Oct 28, 2025 - Apr 17, 2026 | -1.33% Dec 11, 2025 - Dec 19, 2025 |
| #4 | -10.19% Jul 16, 2024 - Sep 19, 2024 | -1.24% Nov 12, 2025 - Nov 26, 2025 |
| #5 | -7.10% Mar 28, 2024 - May 20, 2024 | -0.88% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -6.66% Sep 3, 2021 - Oct 15, 2021 | -0.80% Feb 2, 2026 - Feb 9, 2026 |
| #7 | -5.37% Jun 1, 2026 - Jun 10, 2026 | -0.76% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -3.94% Jul 7, 2021 - Jul 23, 2021 | -0.75% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -3.54% Oct 6, 2025 - Oct 27, 2025 | -0.57% Feb 9, 2026 - Feb 25, 2026 |
| #10 | -2.97% Oct 29, 2024 - Nov 6, 2024 | -0.48% Oct 28, 2025 - Nov 11, 2025 |
| #11 | -2.92% Jun 14, 2021 - Jun 29, 2021 | -0.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -2.81% Jul 28, 2025 - Aug 12, 2025 | -0.38% Jan 24, 2025 - Jan 30, 2025 |
| #13 | -2.62% Aug 16, 2021 - Aug 23, 2021 | -0.31% Jul 28, 2025 - Aug 6, 2025 |
| #14 | -2.58% May 14, 2026 - May 29, 2026 | -0.26% Sep 22, 2025 - Sep 29, 2025 |
| #15 | -2.50% Aug 13, 2025 - Sep 10, 2025 | -0.22% Dec 30, 2025 - Jan 5, 2026 |
Correlation
Correlation between SPBC and SQMX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Select Stocks to Compare
Popular: SPBC vs SPYSQMX vs SPY
More Comparisons
Compare with similar stocks