SPBC vs. WGMI ETF Comparison

Comparison of Simplify U.S. Equity PLUS GBTC ETF (SPBC) to Valkyrie Bitcoin Miners ETF (WGMI)
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

$38.70

Average Daily Volume

11,577

Number of Holdings *

1

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

Valkyrie Bitcoin Miners ETF

WGMI Description Valkyrie Bitcoin Miners ETF is a leading financial services firm with a focus on digital assets. Headquartered in Nashville, Valkyrie's team combines deep technical expertise in this emerging asset class with decades of experience launching investment vehicles for a wide variety of markets participants. The firm is led by financial industry veterans with decades of experience across firms including Guggenheim Partners, UBS, Chicago Board of Trade, Chicago Mercantile Exchange, and The World Bank.

Grade (RS Rating)

Last Trade

$26.29

Average Daily Volume

492,819

Number of Holdings *

11

* may have additional holdings in another (foreign) market
Performance
Period SPBC WGMI
30 Days 4.21% 23.31%
60 Days 9.61% 53.65%
90 Days 11.03% 45.33%
12 Months 47.97% 186.75%
0 Overlapping Holdings
Symbol Grade Weight in SPBC Weight in WGMI Overlap
SPBC Overweight 1 Positions Relative to WGMI
Symbol Grade Weight
GBTC A 4.89%
SPBC Underweight 11 Positions Relative to WGMI
Symbol Grade Weight
IREN C -14.41%
CIFR B -12.11%
CLSK C -9.83%
WULF C -6.05%
RIOT B -5.69%
BTBT C -4.11%
MARA B -4.03%
NVDA B -3.72%
APLD C -2.91%
DGHI B -0.86%
TSM B -0.55%
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