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SPBCvsPFXFETF Comparison

ETF 1

SPBC

Simplify US Equity PLUS GBTC ETF

This fund is part of

Multi-Asset: Other

-0.26%

Full SPBC fund page

VS

ETF 2

PFXF

VanEck Preferred Securities ex Financials ETF

This fund is part of

Multi-Asset: Other

-0.26%

Full PFXF fund page

Simplify US Equity PLUS GBTC ETF (SPBC) and VanEck Preferred Securities ex Financials ETF (PFXF) belong to the same industry segment: Multi-Asset: Other. In contrast, PFXF's top sector exposures are Technology, Finance and Utilities. SPBC is more expensive with a Total Expense Ratio (TER) of 0.54%, versus 0.4% for PFXF. SPBC is up 12.47% year-to-date (YTD) with -$9M in YTD flows. PFXF performs worse with -0.19% YTD performance, and +$306M in YTD flows. Run a side-by-side ETF comparison of SPBC and PFXF 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 PFXF performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SPBC PFXF	+2.37%-2.88%	+4.65%-1.54%	+12.47%-0.19%	+14.08%+1.05%	+107.53%+30.10%	+97.68%+11.08%
Flows	SPBC PFXF	+$3M-$20M	-$4M-$77M	-$9M+$306M	-$37M+$401M	+$17M+$1.01B	-$67M+$1.51B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SPBC PFXF	+13.25%+12.29%	+15.31%+10.49%	+17.53%+9.99%	+20.44%+10.96%
Max drawdown	SPBC PFXF	-3.39%-6.33%	-12.18%-8.55%	-20.84%-11.74%	-34.42%-21.78%
Max drawdown duration	SPBC PFXF	15d61d	170d136d	151d258d	759d990d

Trading data

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	SPBC	PFXF
Last sale 10/19/2026 at 1:30 PM	$50.18	$16.98
Previous close 10/16/2026	$49.95	$16.98
Consolidated volume 10/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 19, 2026

1-year trailing difference

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SPBC

is actively managed and doesn’t replicate an index

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	SPBC	PFXF
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/19/2026 at 1:30 PM

Live

Closed

	SPBC	PFXF
Last price	$50.18	$16.98
1D performance	+0.45%	+0.00%
AuM	$42.49 M	$2.26 B
E/R	0.54%	0.4%

Characteristics

	SPBC	PFXF
Management strategy	Active	Passive
Provider	Simplify	VanEck
Benchmark	-	ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index
N° of holdings	-	86
Asset class	-	Fixed Income
Trailing 12m distribution yield	Join	Join
Inception date	May 24, 2021	July 16, 2012
ESG	No	No

More SPBC data on Trackinsight

More PFXF data on Trackinsight

Exposure

Countries

SPBC

Data will be available soon

PFXF

USA

98.04%

Other

1.96%

Sectors

SPBC

Data will be available soon

PFXF

Technology

26.17%

Finance

25.48%

Utilities

21.35%

Industrials

9.99%

Other

17%

Diversification

SPBC

Data will be available soon

PFXF

Total weight of top 15 holdings out of 15

55.24%

Top 15 holdings

Data as of January 1, 1970

SPBC

Data will be available soon

PFXF

Strategy, Inc.

8.20%

The Boeing Co.

7.78%

Alphabet, Inc.

4.97%

Alphabet, Inc.

4.94%

Oracle Corp.

4.91%

Super Micro Computer, Inc.

4.89%

Hewlett Packard Enterprise Co.

4.18%

Albemarle Corp.

2.67%

NextEra Energy, 7.375% 15feb2029, USD (Conv.)

2.15%

NextEra Energy, 5.15% 1jun2029, USD

2.15%

The Southern Co.

1.98%

Microchip Technology, Inc.

1.97%

BrightSpring Health Services, Inc.

1.61%

NextEra Energy, Inc.

1.48%

PG&E Corp.

1.36%

Frequently asked questions about SPBC and PFXF

SPBCvsPFXFETF Comparison

Simplify US Equity PLUS GBTC ETF

VanEck Preferred Securities ex Financials ETF

SPBC vs PFXF performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SPBC and PFXF ETFs performed in 2026?

As of October 16, 2026, SPBC is up 12.47% year-to-date (YTD), while PFXF has lost -0.19%. That puts SPBC better performer ahead so far this year.

Which ETF is attracting more investor money: SPBC or PFXF?

Year-to-date, the SPBC ETF saw -$9M in flows, compared to +$306M for PFXF.

Which ETF is more volatile: SPBC or PFXF?

Over the past year, SPBC had a volatility of 15.31%, while PFXF experienced 10.49%.

Which ETF is bigger: SPBC or PFXF?

As of October 16, 2026, SPBC holds $42.49 M in assets under management (AUM), while PFXF manages $2.26 B.

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