SPBC Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $43.92M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $40.29 - $51.29

5.3 Year SPBC Performance Metrics:

Total Return (with DRIP): 121.8% (16.22% CAGR)

Total Return (no DRIP): 112.7% (15.31% CAGR)

Share Price: 102.1% (14.20% CAGR)

Yield on Cost (with DRIP): 1.77%

Total Invested: $10,000

Total Value (with DRIP): $22,176

Total Return $ (with DRIP): $12,176

Dividend Increase: 356.5% (33.59% CAGR)

Dividend Yield (FWD): 0.80% ($0.40)

SPBC 5.3-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

SPBC Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

SPBC Price CAGR:1Y: 12.38%2Y: 17.51%5Y: 14.15%10Y: 14.07%

SPBC Dividend Payments & Yield

Dividend Payments & Yield

SPBC Dividend CAGR:1Y: 33.59%2Y: 11.81%5Y: 33.59%10Y: 33.59%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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SPBC Dividends Info:

Annual Dividend: $0.4

Forward Yield: 0.8%

Ex-Dividend Date: 2026-09-25

Lifetime Dividends / Share: $2.73

SPBC Dividend History: Dates, Payments & Yield list

Below is a schedule of all SPBC dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/25/2026	09/30/2026	$0.100	0.79%	0.8%	$50.26
06/25/2026	06/30/2026	$0.100	0.86%	0.85%	$47.19
03/26/2026	03/31/2026	$0.100	0.97%	0.96%	$41.59
12/23/2025	12/31/2025	$0.100	0.89%	0.89%	$44.72
09/25/2025	09/30/2025	$0.100	0.91%	0.89%	$44.85
06/25/2025	06/30/2025	$0.100	0.98%	0.97%	$41.44
03/26/2025	03/31/2025	$0.080	0.86%	0.88%	$36.31
12/23/2024	12/31/2024	$0.100	1.02%	1.04%	$38.62
09/25/2024	09/30/2024	$0.080	0.89%	0.88%	$36.35
06/25/2024	06/28/2024	$0.100	1.16%	1.16%	$34.52
03/25/2024	03/28/2024	$0.100	1.19%	1.18%	$33.82
09/27/2023	09/29/2023	$0.100	1.69%	1.67%	$23.97
06/27/2023	07/03/2023	$0.100	1.62%	1.59%	$25.17
03/27/2023	03/31/2023	$0.877	16.1%	15.39%	$22.80
06/27/2022	06/30/2022	$0.102	1.93%	2%	$20.41
03/28/2022	03/31/2022	$0.018	0.27%	0.28%	$26.44
12/27/2021	12/30/2021	$0.418	2.93%	2.96%	$28.28
09/27/2021	09/30/2021	$0.012	0.09%	0.09%	$25.78
06/28/2021	07/01/2021	$0.044	0.35%	0.35%	$25.38

Projected Future Returns & Dividends for SPBC

Based on past 5.3-year performance, here are SPBC growth metrics:

Share price CAGR of +14.2%
Dividend CAGR of +33.59%

Using SPBC CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	SPBC (DRIP)	SPBC - No DRIP
Current Price	$50.19	$50.19
Start Shares	199.24	199.24
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	237.82	199.24
Dividends Payment	$1.77	$1.77
Annual Dividends	$1,679	$1,407
Yield on cost	16.79%	14.07%
Share Price	$189.36	$189.36
Total Dividends	$4,469	$4,031
Final Value	$45,035	$41,761

Estimated Future Value + Dividends - SPBC

NOTE: Above numbers are our estimate based on SPBC's Dividend and Price CAGR over past 5.3 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) had its IPO on 2021-05-25, and is traded on NASDAQ stock exchange.

SPBC adds Bitcoin exposure to a portfolio of US equities. The fund invests at least 80% of its assets in US equity securities, which include common stocks, preferred stocks, or futures on common or preferred stocks via ETFs and futures. SPBC does not hold physical Bitcoin or invest directly in Bitcoin, Bitcoin futures, or other cryptocurrencies. Instead, the fund aims to allocate 10% of its total assets to exchange-traded products (ETPs) that directly hold spot Bitcoin. The adviser selects Bitcoin ETPs that it believes to offer sufficient liquidity and relatively low expenses. The fund generally rebalances this allocation quarterly but may rebalance more frequently to ensure that Bitcoin exposure does not exceed 25% of its assets. Prior to November 1, 2024, the fund was named Simplify US Equity PLUS GBTC ETF.

SPBC website: https://www.simplify.us