SPBC Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Oct 30 at 4:00 PM ET (Korea 10/31 05:00)
Full metrics table
| Category | US Equities - Broad Market & Size | Expense | 0.54% | Return% 1Y | 9.94% | Total Holdings | 5 | Perf Week | -1.72% | Volume | 1,191 |
| Asset Type | Equities (Stocks) | AUM | $43M | Return% 3Y | 28.02% | NAV | $50.34 | Perf Month | -2.66% | Avg Volume | 0.01M |
| ETF Type | US Equities | Dividend TTM | $0.4 (0.82%) | Return% 5Y | 14.3% | 52W High | -5.07% | Perf Quarter | 1.41% | Rel Volume | 0.19 |
| Active/Passive | Active | Div Gr. 3/5Y | 46.85% - | Return% 10Y | - | 52W Low | 21.35% | Perf Half Y | 4.62% | Prev Close | $50.31 |
| IPO | 2021/5/25 | Flows% 1M | 3.07% | Return% SI | 15.91% | RSI (14) | 37.33 | Perf YTD | 9.33% | Price | $48.89 |
| Beta | 1.2 | Flows% 3M | -7.86% | Flows% YTD | -17.44% | Flows% 1Y | -45.69% | Perf Year | 7.71% | Volatility(W/M) | 0.34% 0.46% |
| SMA20 | -3.12% | SMA50 | -2.64% | SMA200 | 4% | ATR | 0.48 | ||||
Simplify U.S. Equity PLUS GBTC ETF seeks long-term capital appreciation. 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.
The top 4 make up 99% of the fund
Concentrated in a few names. When they swing, the ETF swings with them.
IVV ISHARES TRUST 90.73% 2 
HODL VANECK BITCOIN ETF 7.56% Largest sectors first.
Over the past 1 year, on the higher side
5% below its 1-year high.
Traded less than usual. That is 19% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +72.5%. The S&P 500 did +65% over the same period.
Tap to view numbers
The price swings a lot
At its worst (November 2021) it fell 34% and took 420 days to recover.
Tap to view numbers
The dividend is on the small side
Pays 0.82% annually in dividends.
Tap to view numbers
A lot of money is flowing out
Over the past year, money equal to 45.7% of assets left.
Tap to view numbers
BUYW Main BuyWrite ETF 1.5B 
SPYU MAX S&P 500 4X Leveraged ETN 542M 
SECA Main Active Rotation ETF 448M 
YMAX YieldMax Universe Fund of Option Income ETFs 349M 
MVPL Miller Value Partners Leverage ETF 32M 
SPYM State Street SPDR Portfolio S&P 500 ETF 0.02% 
BBUS JPMorgan BetaBuilders U.S. Equity ETF 0.02% 
VOO Vanguard S&P 500 ETF 0.03% 
FAQ
How many holdings does SPBC have?
SPBC holds a total of 5 securities, with an AUM of approximately $43M.
Does SPBC pay dividends (distributions)?
SPBC's distribution yield is approximately 0.82%.
What is the 52-week high and low for SPBC?
SPBC has recorded a 52-week high of $51.50 and a low of $40.29.
