THTA vs SPBC
Comparison between SOFI ENHANCED YIELD ETF (THTA, ETF) and SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC, ETF).
THTA vs SPBC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
THTA
$43M
SPBC
$43M
Expense Ratio
THTA
0.61%
Winner
SPBC
0.54%
Max Drawdown
THTA
35.63%
Winner
SPBC
35.13%
Sharpe Ratio
Winner
THTA
2.02
SPBC
0.98
5Y Beta
Winner
THTA
0.71
SPBC
1.08
THTA vs SPBC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
THTA
+0.36%
SPBC
-0.78%
3M
THTA
+3.91%
Winner
SPBC
+7.47%
6M
Winner
THTA
+7.86%
SPBC
+4.39%
1Y
THTA
+16.47%
Winner
SPBC
+19.44%
5Y(CAGR)
THTA
N/A
SPBC
+15.31%
Max(CAGR)
THTA
+1.47%
Winner
SPBC
+15.43%
THTA vs SPBC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | THTA | SPBC |
|---|---|---|
| 2026 | +6.68% | +4.43% |
| 2025 | -10.33% | +16.31% |
| 2024 | +7.11% | +36.87% |
| 2023 | +1.04% | +48.87% |
| 2022 | N/A | -28.38% |
| 2021 | N/A | +14.86% |
THTA vs SPBC Drawdown Comparison
The maximum drawdown for THTA was -31.41%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The maximum drawdown for SPBC was -33.99%, occurring on Oct 14, 2022. Recovery took 523 trading sessions.
The current THTA drawdown is -6.98%. The current SPBC drawdown is -3.99%.
| Rank | THTA | SPBC |
|---|---|---|
| #1 | -31.41% Mar 21, 2025 - Apr 4, 2025 | -33.99% Nov 9, 2021 - Dec 8, 2023 |
| #2 | -11.94% Jul 31, 2024 - Jan 22, 2025 | -21.00% Dec 16, 2024 - Jun 24, 2025 |
| #3 | -4.82% Feb 26, 2025 - Mar 17, 2025 | -12.24% Oct 28, 2025 - Apr 17, 2026 |
| #4 | -1.41% Apr 15, 2024 - Apr 22, 2024 | -10.19% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.19% Jul 22, 2024 - Jul 29, 2024 | -7.10% Mar 28, 2024 - May 20, 2024 |
| #6 | -1.06% Jan 17, 2024 - Jan 31, 2024 | -6.66% Sep 3, 2021 - Oct 15, 2021 |
| #7 | -0.59% Feb 1, 2024 - Feb 5, 2024 | -3.99% Jun 1, 2026 - Jun 5, 2026 |
| #8 | -0.33% Dec 6, 2023 - Dec 18, 2023 | -3.94% Jul 7, 2021 - Jul 23, 2021 |
| #9 | -0.26% May 28, 2024 - May 31, 2024 | -3.54% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -0.26% Jan 31, 2025 - Feb 4, 2025 | -2.97% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -0.25% Mar 13, 2024 - Mar 18, 2024 | -2.92% Jun 14, 2021 - Jun 29, 2021 |
| #12 | -0.25% Jul 15, 2024 - Jul 22, 2024 | -2.81% Jul 28, 2025 - Aug 12, 2025 |
| #13 | -0.17% Feb 24, 2025 - Feb 26, 2025 | -2.62% Aug 16, 2021 - Aug 23, 2021 |
| #14 | -0.16% May 14, 2024 - May 16, 2024 | -2.58% May 14, 2026 - May 29, 2026 |
| #15 | -0.16% Feb 12, 2024 - Feb 20, 2024 | -2.50% Aug 13, 2025 - Sep 10, 2025 |
Correlation
Correlation between THTA and SPBC is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.30
-101
Dividend Comparison (2021 - 2026)
THTA vs SPBC dividend yield comparison.
| Year | THTA | SPBC |
|---|---|---|
| 2026 | 4.47% | 0.21% |
| 2025 | 12.66% | 0.85% |
| 2024 | 12.44% | 0.98% |
| 2023 | 0.58% | 3.79% |
| 2022 | 0.00% | 0.60% |
| 2021 | 0.00% | 1.41% |
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