RSSB vs SPBC
Return Stacked Global Stocks & Bonds ETF against Simplify Exchange Traded Funds Simplify US Equity PLUS Bitcoin Strategy ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
0%
0 shared positions
Fee gap
15 bp
RSSB is cheaper
1-year return gap
8.5 pts
SPBC is ahead
Larger fund
RSSB
$509M
Side by side
| RSSB | SPBC | |
|---|---|---|
| Fund | Return Stacked Global Stocks & Bonds ETF | Simplify Exchange Traded Funds Simplify US Equity PLUS Bitcoin Strategy ETF |
| Issuer | Return Stacked | Simplify |
| Category | Risk Parity & Return Stacked | Risk Parity & Return Stacked |
| Expense ratio | 0.39% | 0.54% |
| Assets | $509M | $44M |
| Average daily dollar volume | $1.9M | $275K |
| Listed | Dec 4, 2023 | May 24, 2021 |
| FrenzyCap score | 49 | 29 |
| 1-month return | −2.2% | −0.8% |
| 3-month return | +0.8% | +7.9% |
| Year to date | +7.3% | +13.6% |
| 1-year return | +4.4% | +12.9% |
| 30-day volatility | 13.6% | 13.8% |
| Worst drawdown, 1 year | −11.6% | −12.6% |
| Trailing 12-month yield | 3.24% | 0.79% |
| Holdings | 8 | 4 |
| Top 10 weight | 88.3% | 98.4% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$26M thru Jul 2026 | −$2.3M thru Jun 2026 |
| 30-day implied volatility | — | 17.8% |
| Holdings as of | as of Jul 31, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
0% of RSSB · 0% of SPBCNo holdings in common.
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · RSSB holdings · SPBC holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.