SPBC vs. FCOR ETF Comparison

Comparison of Simplify U.S. Equity PLUS GBTC ETF (SPBC) to Fidelity Corporate Bond ETF (FCOR)

SPBC

Simplify U.S. Equity PLUS GBTC ETF

SPBC Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and the Grayscale Bitcoin Trust. The fund invests in equity securities of U.S. companies through exchange-traded futures contracts, equity securities of U.S. companies and ETFs that primarily invest in the equity securities of U.S. companies. The fund invests up to 15% of its total assets in the Grayscale Bitcoin Trust.

Grade (RS Rating)

Last Trade

$32.36

Average Daily Volume

12,831

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FCOR

Fidelity Corporate Bond ETF

FCOR Description

The investment seeks a high level of current income. Normally, the fund invests at least 80% of assets in investment-grade corporate bonds and other corporate debt securities and repurchase agreements for those securities. It is managed to have similar overall interest rate risk to the Barclays® U.S. Credit Bond Index. The fund invests in lower-quality debt securities.

Grade (RS Rating)

Last Trade

$45.13

Average Daily Volume

22,148

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SPBC	FCOR
30 Days	-3.55%	-2.48%
60 Days	2.36%	-1.20%
90 Days	9.92%	-1.64%
12 Months	41.18%	1.74%

0 Overlapping Holdings

	Symbol	Grade	Weight in SPBC	Weight in FCOR	Overlap

SPBC Overweight 1 Positions Relative to FCOR

	Symbol	Grade	Weight
	GBTC	D	9.31%

SPBC Underweight 0 Positions Relative to FCOR

	Symbol	Grade	Weight

SPBC: Top Represented Industries & Keywords

Industries:

Keywords: Asset Management Bitcoin Digital Currency Group Exchange Traded Fund Grayscale Investments digital currency

FCOR: Top Represented Industries & Keywords

Industries:

Keywords: