Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) — ETF Analysis on Winston

Key Facts

• Issuer: Simplify
• Asset Class: Stock
• Price: $49.77
• Expense Ratio: 54.00%
• Assets Under Management: $44M
• Number of Holdings: 5
• Inception Date: 2021-05-24
• Currency: USD

Winston Score

Simplify US Equity PLUS Bitcoin Strategy ETF has a Winston Score of 50 out of 100.

Performance

• 1-Year Return: 26.95%
• 3-Year Return: 101.22%
• 5-Year Return: 86.31%

Top Holdings

ISHARES CORE S+P 500 ETF (N/A%), VANECK BITCOIN ETF (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)