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

ETF | Others |

Last Closing

USD 39.414

Change

+0.86 (+2.24)%

Market Cap

USD 0.04B

Volume

2.67K

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 exchange-traded products with direct exposure to Bitcoin. 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: 2025-01-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
IBIT iShares Bitcoin Trust

+1.81 (+3.30%)

USD 54.00B
QQQM Invesco NASDAQ 100 ETF

+4.71 (+2.26%)

USD 38.66B
JEPQ JPMorgan Nasdaq Equity Premium..

+1.09 (+1.95%)

USD 20.93B
ACWI iShares MSCI ACWI ETF

+1.90 (+1.63%)

USD 19.56B
CGABL The Carlyle Group Inc. 4.625% ..

+0.45 (+2.50%)

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

+4.11 (+6.51%)

USD 5.86B
TBIL Rbb Fund Inc - Us Treasury 3 M..

+0.02 (+0.04%)

USD 4.78B
TSLL Direxion Shares ETF Trust - Di..

+4.12 (+15.79%)

USD 4.68B
ETHA iShares Ethereum Trust ETF

+1.63 (+6.67%)

USD 3.54B
USCL iShares Climate Conscious & Tr..

+1.40 (+2.01%)

USD 2.29B

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 2.04% 73% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.04% 73% C 66% D+
Trailing 12 Months  
Capital Gain 37.28% 89% A- 80% B-
Dividend Return 1.32% 31% F 24% F
Total Return 38.61% 89% A- 81% 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 19.03% 92% A 72% C
Dividend Return 19.10% 92% A 71% C-
Total Return 0.07% 8% B- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 20.39% 28% F 76% C+
Risk Adjusted Return 93.67% 93% A 95% A
Market Capitalization 0.04B 53% F 25% 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.