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

ETF | Others |

Last Closing

USD 39.04

Change

-0.36 (-0.91)%

Market Cap

USD 0.04B

Volume

2.26K

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: 2025-02-25 )

Largest Industry Peers for Others

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

-3.38 (-6.33%)

USD 59.02B
QQQM Invesco NASDAQ 100 ETF

-2.67 (-1.25%)

USD 42.88B
JEPQ JPMorgan Nasdaq Equity Premium..

-0.62 (-1.09%)

USD 22.89B
ACWI iShares MSCI ACWI ETF

-0.19 (-0.16%)

USD 19.98B
CGABL The Carlyle Group Inc. 4.625% ..

+0.19 (+1.06%)

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

-3.16 (-5.58%)

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

+0.01 (+0.01%)

USD 4.81B
TSLL Direxion Shares ETF Trust - Di..

-2.92 (-16.85%)

USD 4.32B
ETHA iShares Ethereum Trust ETF

-1.16 (-5.80%)

USD 3.75B
USCL iShares Climate Conscious & Tr..

-0.30 (-0.42%)

USD 2.33B

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 1.07% 53% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.07% 53% F 58% F
Trailing 12 Months  
Capital Gain 22.61% 88% B+ 77% C+
Dividend Return 1.19% 28% F 24% F
Total Return 23.81% 87% B+ 77% 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 19.58% 91% A- 73% C
Dividend Return 19.70% 91% A- 72% C
Total Return 0.11% 11% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 20.23% 29% F 77% C+
Risk Adjusted Return 97.39% 93% A 96% N/A
Market Capitalization 0.04B 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.