SPBC vs. IBLC ETF Comparison

Comparison of Simplify U.S. Equity PLUS GBTC ETF (SPBC) to iShares Blockchain and Tech ETF (IBLC)
SPBC

Simplify U.S. Equity PLUS GBTC ETF

SPBC Description

The investment 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.

Grade (RS Rating)

Last Trade

$35.89

Average Daily Volume

12,012

Number of Holdings *

1

* may have additional holdings in another (foreign) market
IBLC

iShares Blockchain and Tech ETF

IBLC Description The fund invests at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in theindex. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.57

Average Daily Volume

12,022

Number of Holdings *

19

* may have additional holdings in another (foreign) market
Performance
Period SPBC IBLC
30 Days 1.29% 1.42%
60 Days 6.36% -0.27%
90 Days 3.04% -14.39%
12 Months 52.98% 91.63%
0 Overlapping Holdings
Symbol Grade Weight in SPBC Weight in IBLC Overlap
SPBC Overweight 1 Positions Relative to IBLC
Symbol Grade Weight
GBTC D 4.4%
SPBC Underweight 19 Positions Relative to IBLC
Symbol Grade Weight
MARA F -11.96%
COIN F -11.36%
CORZ C -9.83%
CLSK F -8.63%
WULF C -5.27%
RIOT F -4.31%
AMD D -3.83%
NVDA C -3.82%
HUT D -3.77%
IBM B -3.58%
MA A -3.33%
APLD B -2.99%
CIFR D -2.66%
PYPL C -1.93%
SQ D -0.89%
HOOD C -0.32%
FOXA A -0.23%
DXC D -0.09%
HKD C -0.0%
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