SPBC:NSD-Simplify U.S. Equity PLUS GBTC ETF (USD)

ETF | Others |

Last Closing

USD 37.263

Change

-0.07 (-0.18)%

Market Cap

USD 0.04B

Volume

1.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and the Grayscale Bitcoin Trust. The fund invests in equity securities of U.S. companies through exchange-traded futures contracts, equity securities of U.S. companies and ETFs that primarily invest in the equity securities of U.S. companies. The fund invests up to 15% of its total assets in the Grayscale Bitcoin Trust.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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ACWI iShares MSCI ACWI ETF

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IBIT iShares Bitcoin Trust

-0.50 (-1.28%)

USD 17.74B
JEPQ JPMorgan Nasdaq Equity Premium..

+0.09 (+0.16%)

USD 17.11B
CGABL The Carlyle Group Inc. 4.625% ..

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NVDL GraniteShares 1.5x Long NVDA D..

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USD 5.28B
TBIL Rbb Fund Inc - Us Treasury 3 M..

N/A

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USCL iShares Climate Conscious & Tr..

-0.15 (-0.21%)

USD 2.37B
IBTF iShares iBonds Dec 2025 Term T..

N/A

USD 2.09B
PABU iShares Paris-Aligned Climate ..

-0.15 (-0.23%)

USD 2.03B

ETFs Containing SPBC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 31.07% 91% A- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.07% 91% A- 72% C
Trailing 12 Months  
Capital Gain 53.67% 89% A- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 53.67% 89% A- 71% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 16.81% 92% A 73% C
Dividend Return 16.81% 92% A 72% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 19.57% 26% F 77% C+
Risk Adjusted Return 85.89% 90% A- 93% A
Market Capitalization 0.04B 54% F 24% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.