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

ETF | Others |

Last Closing

USD 38.75

Change

+0.05 (+0.12)%

Market Cap

USD 0.03B

Volume

0.06M

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: 2024-11-18 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
QQQM Invesco NASDAQ 100 ETF

+1.45 (+0.71%)

USD 34.39B
IBIT iShares Bitcoin Trust

N/A

USD 29.98B
ACWI iShares MSCI ACWI ETF

+0.59 (+0.50%)

USD 19.22B
JEPQ JPMorgan Nasdaq Equity Premium..

+0.34 (+0.61%)

USD 17.71B
CGABL The Carlyle Group Inc. 4.625% ..

-0.05 (-0.26%)

USD 16.14B
NVDL GraniteShares 1.5x Long NVDA D..

-2.00 (-2.61%)

USD 5.55B
TBIL Rbb Fund Inc - Us Treasury 3 M..

-0.01 (-0.02%)

USD 4.32B
USCL iShares Climate Conscious & Tr..

+0.24 (+0.34%)

USD 2.58B
TSLL Direxion Shares ETF Trust - Di..

+2.06 (+11.01%)

USD 2.26B
PABU iShares Paris-Aligned Climate ..

+0.23 (+0.37%)

USD 2.10B

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 36.30% 94% A 85% B
Dividend Return 0.98% 28% F 20% F
Total Return 37.28% 93% A 85% B
Trailing 12 Months  
Capital Gain 45.35% 92% A 82% B
Dividend Return 1.05% 18% F 14% F
Total Return 46.40% 91% A- 82% B
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 17.71% 91% A- 71% C-
Dividend Return 17.71% 91% A- 70% C-
Total Return 0.01% 2% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 20.08% 27% F 77% C+
Risk Adjusted Return 88.22% 90% A- 94% A
Market Capitalization 0.03B 53% 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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.