SPBCvsFPEETF Comparison
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Simplify US Equity PLUS GBTC ETF (SPBC) and First Trust Preferred Securities and Income ETF (FPE) belong to the same industry segment: Multi-Asset: Other. In contrast, FPE's top sector exposures are Finance, Utilities and Telecommunications. SPBC is less expensive with a Total Expense Ratio (TER) of 0.54%, versus 0.83% for FPE. SPBC is up 13.46% year-to-date (YTD) with -$9M in YTD flows. FPE performs worse with -0.96% YTD performance, and -$29M in YTD flows. Run a side-by-side ETF comparison of SPBC and FPE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SPBC vs FPE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPBC FPE | +1.87%-1.93% | +5.39%-3.30% | +13.46%-0.96% | +14.35%-0.38% | +109.35%+28.91% | +101.87%+8.59% |
| Flows | SPBC FPE | +$3M-$145M | -$4M-$140M | -$9M-$29M | -$37M+$111M | +$17M+$545M | -$67M-$335M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPBC FPE | +13.09%+3.26% | +15.29%+3.00% | +17.53%+3.39% | +20.44%+5.38% |
| Max drawdown | SPBC FPE | -3.57%-3.89% | -12.18%-3.89% | -20.84%-4.02% | -34.42%-21.21% |
| Max drawdown duration | SPBC FPE | 16d87d | 170d87d | 151d92d | 759d1039d |
Trading data
SPBC | FPE | |
Last sale 10/16/2026 at 2:16 PM | $50.50 | $17.07 |
| Previous close 10/15/2026 | $50.62 | $17.10 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 2:16 PM
Live
Closed
SPBC | FPE | |
|---|---|---|
| Last price | $50.50 | $17.07 |
| 1D performance | -0.23% | -0.18% |
| AuM | $42.87 M | $5.90 B |
| E/R | 0.54% | 0.83% |
Characteristics
SPBC | FPE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | First Trust |
| Benchmark | - | - |
| N° of holdings | - | 282 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 24, 2021 | February 11, 2013 |
| ESG | No | No |
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Exposure
Countries
SPBC
Data will be available soon
FPE
USA
45.87%
Canada
9.83%
Other
44.3%
Sectors
SPBC
Data will be available soon
FPE
Finance
58.41%
Utilities
14.54%
Other
27.04%
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Diversification
SPBC
Data will be available soon
FPE
Total weight of top 15 holdings out of 15
17.83%
Top 15 holdings
Data as of January 1, 1970
SPBC
Data will be available soon
FPE
Wells Fargo & Co.
1.91%
Barclays, 8% perp., USD
1.68%
NextEra Energy Capital Holdings, 6.5% 1jun2085, USD (U)
1.29%
Credit Agricole SA, 7.125% perp., USD
1.22%
JP Morgan, 6.875% perp., USD (NN)
1.22%
Xcel Energy, 6.25% 15oct2085, USD
1.21%
Hartford Financial Services, FRN 12feb2067, USD
1.12%
Charles Schwab, 4% perp., USD (H)
1.10%
Goldman Sachs, 7.5% perp., USD (X)
1.06%
American AgCredit ACA, 5.25% perp., USD (A)
1.03%
Bank of Montreal, 7.7% 26may2084, USD
1.02%
Corebridge Financial, 6.375% 15dec2064, USD
1.01%
T-Mobile USA, 5.5% 1mar2070, USD
1.01%
Enstar Group Ltd.
0.99%
DTE Energy, 6.25% 1oct2085, USD (2025 H)
0.96%
Frequently asked questions about SPBC and FPE
How have the SPBC and FPE ETFs performed in 2026?
As of October 14, 2026, SPBC is up 13.46% year-to-date (YTD), while FPE has lost -0.96%. That puts SPBC better performer ahead so far this year.
Which ETF is attracting more investor money: SPBC or FPE?
Year-to-date, the SPBC ETF saw -$9M in flows, compared to -$29M for FPE.
Which ETF is more volatile: SPBC or FPE?
Over the past year, SPBC had a volatility of 15.29%, while FPE experienced 3%.
Which ETF is bigger: SPBC or FPE?
As of October 14, 2026, SPBC holds $42.87 M in assets under management (AUM), while FPE manages $5.90 B.
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Latest news about SPBC & FPE
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