Simplify Equity Plus Etf Profile
| SPBC Etf | USD 45.65 0.01 0.02% |
PerformanceWeakest
| Odds Of DistressLow
|
Simplify Equity is trading at 45.65 as of the 29th of January 2026, a 0.02 percent decrease since the beginning of the trading day. The etf's open price was 45.66. Simplify Equity has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of U.S. companies and the Grayscale Bitcoin Trust. Simplify is traded on NASDAQ Exchange in the United States. The company has 1.57 M outstanding shares of which 631 shares are at this time shorted by private and institutional investors with about 0.0 trading days to cover. More on Simplify Equity PLUS
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Simplify Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Asset Allocation ETFs, Target Outcome ETFs, Digital Assets, Simplify Asset Management, Banking (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2021-05-24 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 53.7 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management, Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Kim, David Berns |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jan |
| Exchange | NASDAQ |
| Market Maker | Virtu Financial |
| Total Expense | 0.76 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 1.13 |
| Name | Simplify U.S. Equity PLUS GBTC ETF |
| Currency Code | USD |
| Open Figi | BBG01163J3B4 |
| In Threey Volatility | 16.32 |
| 1y Volatility | 12.86 |
| 200 Day M A | 42.5712 |
| 50 Day M A | 44.8369 |
| Code | SPBC |
| Updated At | 28th of January 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 1.57 |
| Type | ETF |
Simplify Equity PLUS [SPBC] is traded in USA and was established 2021-05-24. The fund is listed under Digital Assets category and is part of Simplify Asset Management family. The entity is thematically classified as Asset Allocation ETFs. Simplify Equity PLUS at this time have 43.85 M in assets. , while the total return for the last 3 years was 29.6%.
Simplify Equity PLUS currently holds about 37.56 M in cash with 8.12 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 24.72.
Check Simplify Equity Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Simplify Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Simplify Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Simplify Equity PLUS Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Simplify Equity PLUS Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6455 | |||
| Semi Deviation | 0.9614 | |||
| Standard Deviation | 0.8918 | |||
| Variance | 0.7954 |
Simplify Equity PLUS Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Simplify Equity PLUS Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Simplify Equity price patterns.
Simplify Equity Against Markets
Simplify Etf Analysis Notes
Simplify Equity is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has null constituents across multiple sectors and instustries. The fund charges 0.5 percent management fee with a total expences of 0.76 percent of total asset. The fund maintains 87.53% of assets in stocks. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of U.S. companies and the Grayscale Bitcoin Trust. Simplify is traded on NASDAQ Exchange in the United States. To find out more about Simplify Equity PLUS contact the company at NA or learn more at http://www.shareplus.com.Simplify Equity PLUS Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Simplify Equity's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Simplify Equity PLUS or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| About 34.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Discipline and Rules-Based Execution in XBOC Response - Stock Traders Daily | |
| The fund maintains 87.53% of its assets in stocks |
Simplify Equity Thematic Classifications
In addition to having Simplify Equity etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Asset Allocation ETFsUSA ETFs from Asset Allocation clasification | |
| Target Outcome ETFsUSA ETFs from Target Outcome clasification |
Simplify Market Capitalization
The company currently falls under 'Micro-Cap' category with a current market capitalization of 30.95 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Simplify Equity's market, we take the total number of its shares issued and multiply it by Simplify Equity's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Simplify Equity PLUS invests in different instruments across multiple market segments and include assets with varying market capitalizations.Simplify Profitablity
The company has Profit Margin (PM) of 0.1 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.16 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.16.Management Efficiency
Simplify Equity's management efficiency ratios could be used to measure how well Simplify Equity manages its routine affairs as well as how well it operates its assets and liabilities.Simplify Equity's management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.
Returns 3 Y 29.69 | Returns 1 Y 12.21 | Total Assets 53.2 M | Yield 0.85 | Returns YTD 1.13 |
Simplify Equity Outstanding Bonds
Simplify Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Simplify Equity PLUS uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Simplify bonds can be classified according to their maturity, which is the date when Simplify Equity PLUS has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| SPG 225 15 JAN 32 Corp BondUS828807DQ71 | View | |
| SPG 1375 15 JAN 27 Corp BondUS828807DP98 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DL84 | View | |
| SPG 22 01 FEB 31 Corp BondUS828807DM67 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DJ39 | View | |
| SIMON PROPERTY GROUP Corp BondUS828807DK02 | View | |
| SPG 55 08 MAR 33 Corp BondUS828807DU83 | View |
Simplify Equity Predictive Daily Indicators
Simplify Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Simplify Equity etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Simplify Equity Forecast Models
Simplify Equity's time-series forecasting models are one of many Simplify Equity's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Simplify Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Simplify Equity PLUS's market price often diverges from its book value, the accounting figure shown on Simplify's balance sheet. Smart investors calculate Simplify Equity's intrinsic value—its true economic worth—which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Simplify Equity's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Please note, there is a significant difference between Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.