Simplify US Equity PLUS Bitcoin Strategy ETF SPBC | NASDAQ

$48.55 -$0.36 | -0.74%
Dividend Safety RatingUnlockDividend Safety Rating: paid plans only
Dividends
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Company Overview:

Market Cap: $41.27M
Trailing PE: N/A
FWD PE: —
Payout Ratio (TTM): —
52-Week Range: $40.29 - $51.50

5.5 Year SPBC Performance Metrics:

Total Return (with DRIP): 114.2% (14.94% CAGR)
Total Return (no DRIP): 105.7% (14.10% CAGR)
Share Price: 95.5% (13.04% CAGR)
Yield on Cost (with DRIP): 1.76%
Total Invested: $10,000
Total Value (with DRIP): $21,417
Total Return $ (with DRIP): $11,417
Dividend Increase: 356.5% (33.59% CAGR)
Dividend Yield (FWD): 0.82% ($0.40)
SPBC 5.5-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: 9.25%2Y: 11.19%5Y: 10.55%10Y: 13.04%

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: 0.82%
Ex-Dividend Date: 2026-09-25
Lifetime Dividends / Share: $2.73
Dividend Safety RatingUnlockDividend Safety Rating: paid plans onlyFull SPBC dividend report »

Projected Future Returns & Dividends for SPBC

Based on past 5.5-year performance, here are SPBC growth metrics:

Share price CAGR of +12.97%
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$48.55$48.55
Start Shares205.97205.97
Start Value$10,000$10,000
  
After 10 years:
Final Share Count249.42205.97
Dividends Payment$1.60$1.60
Annual Dividends$1,597$1,319
Yield on cost15.97%13.19%
Share Price$164.31$164.31
Total Dividends$4,539$4,066
Final Value$40,983$37,910

Estimated Future Value + Dividends - SPBC

NOTE: Above numbers are our estimate based on SPBC's Dividend and Price CAGR over past 5.5 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.

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

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Full SPBC dividend report »