SPBC vs YBIT

Comparison between SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF) and YIELDMAX(R) BITCOIN OPTION INCOME STRATEGY ETF (YBIT, ETF).

SPBC vs YBIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBC(ETF)	YBIT(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.54%	1.02%
Max Drawdown	35.13%	82.60%
Sharpe Ratio	0.98	-1.29
5Y Beta	1.08	1.08

Net Assets

Winner

SPBC

$43M

YBIT

$43M

Expense Ratio

Winner

SPBC

0.54%

YBIT

1.02%

Max Drawdown

Winner

SPBC

35.13%

YBIT

82.60%

Sharpe Ratio

Winner

SPBC

0.98

YBIT

-1.29

5Y Beta

SPBC

1.08

Winner

YBIT

1.08

SPBC vs YBIT - Holdings Comparison

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

SPBC's top 25 holdings weight is 88.58%. YBIT's top 25 holdings weight is 4.45%.

Rank	SPBC	YBIT
#1	ISHARES CORE S&P 500 ETF (IVV) - 80.02%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.45%
#2	VANECK BITCOIN ETF (HODL) - 8.56%	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 YBIT - Historical Returns

Returns include dividend reinvestment.

Period	SPBC	YBIT
1 month	-0.78%	-23.14%
3 months	+7.47%	-14.02%
6 months	+4.39%	-30.87%
1 year	+19.44%	-37.86%
5 years(CAGR)	+15.31%	N/A
Max(CAGR)	+15.43%	-15.95%

Winner

SPBC

-0.78%

YBIT

-23.14%

Winner

SPBC

+7.47%

YBIT

-14.02%

Winner

SPBC

+4.39%

YBIT

-30.87%

Winner

SPBC

+19.44%

YBIT

-37.86%

5Y(CAGR)

SPBC

+15.31%

YBIT

N/A

Max(CAGR)

Winner

SPBC

+15.43%

YBIT

-15.95%

SPBC vs YBIT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	SPBC	YBIT
2026	+4.43%	-31.13%
2025	+16.31%	-5.58%
2024	+36.87%	+1.21%
2023	+48.87%	N/A
2022	-28.38%	N/A
2021	+14.86%	N/A

SPBC vs YBIT Drawdown Comparison

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

The maximum drawdown for YBIT was -47.02%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SPBC drawdown is -3.99%. The current YBIT drawdown is -47.02%.

Rank	SPBC	YBIT
#1	-33.99% Nov 9, 2021 - Dec 8, 2023	-47.02% Oct 6, 2025 - Jun 5, 2026
#2	-21.00% Dec 16, 2024 - Jun 24, 2025	-28.39% Jun 3, 2024 - Nov 15, 2024
#3	-12.24% Oct 28, 2025 - Apr 17, 2026	-22.21% Dec 17, 2024 - May 13, 2025
#4	-10.19% Jul 16, 2024 - Sep 19, 2024	-10.51% Apr 23, 2024 - May 22, 2024
#5	-7.10% Mar 28, 2024 - May 20, 2024	-9.71% Aug 13, 2025 - Oct 6, 2025
#6	-6.66% Sep 3, 2021 - Oct 15, 2021	-7.57% Nov 22, 2024 - Dec 17, 2024
#7	-3.99% Jun 1, 2026 - Jun 5, 2026	-5.89% May 22, 2025 - Jul 3, 2025
#8	-3.94% Jul 7, 2021 - Jul 23, 2021	-3.70% Jul 24, 2025 - Aug 11, 2025
#9	-3.54% Oct 6, 2025 - Oct 27, 2025	-2.78% May 28, 2024 - Jun 3, 2024
#10	-2.97% Oct 29, 2024 - Nov 6, 2024	-1.74% Nov 15, 2024 - Nov 19, 2024
#11	-2.92% Jun 14, 2021 - Jun 29, 2021	-1.51% May 22, 2024 - May 28, 2024
#12	-2.81% Jul 28, 2025 - Aug 12, 2025	-1.47% Jul 14, 2025 - Jul 16, 2025
#13	-2.62% Aug 16, 2021 - Aug 23, 2021	-1.37% Jul 17, 2025 - Jul 22, 2025
#14	-2.58% May 14, 2026 - May 29, 2026	-1.05% May 13, 2025 - May 16, 2025
#15	-2.50% Aug 13, 2025 - Sep 10, 2025	-0.65% Jul 3, 2025 - Jul 9, 2025