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

ETF | Others |

Last Closing

USD 40.0387

Change

+0.21 (+0.52)%

Market Cap

USD 0.04B

Volume

0.21M

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: 2025-02-05 )

Largest Industry Peers for Others

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

-0.80 (-1.43%)

USD 59.02B
QQQM Invesco NASDAQ 100 ETF

+0.95 (+0.44%)

USD 38.66B
JEPQ JPMorgan Nasdaq Equity Premium..

+0.23 (+0.40%)

USD 20.93B
ACWI iShares MSCI ACWI ETF

+0.59 (+0.49%)

USD 19.52B
CGABL The Carlyle Group Inc. 4.625% ..

+0.02 (+0.11%)

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

+5.01 (+10.47%)

USD 4.90B
TBIL Rbb Fund Inc - Us Treasury 3 M..

+0.02 (+0.04%)

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

-1.77 (-7.09%)

USD 4.68B
ETHA iShares Ethereum Trust ETF

+0.23 (+1.09%)

USD 3.75B
USCL iShares Climate Conscious & Tr..

N/A

USD 2.37B

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 3.66% 66% D+ 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.66% 66% D+ 61% D-
Trailing 12 Months  
Capital Gain 32.18% 88% B+ 77% C+
Dividend Return 1.25% 29% F 24% F
Total Return 33.44% 88% B+ 76% 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 19.37% 91% A- 73% C
Dividend Return 19.46% 91% A- 72% C
Total Return 0.09% 9% A- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 20.35% 28% F 77% C+
Risk Adjusted Return 95.62% 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.