Summary
Simplify Bitcoin Strategy PLUS Income ETF is an ETF - a fund traded on an exchange like a stock - run by Simplify. Positions inside: 16. The ten largest make up 168% of the fund.
- Yearly costs
- 1.31%
- Fund size
- $35.0M
- Positions
- 16
- Dividend yield
- 36.69%
- Running since
- 2022
What speaks for it
Nothing stands out in its favour.
What to watch
- The ten largest positions make up 168% of the fund, so its result rests on a few names.
- 100% of the fund is in one sector (Consumer cyclical).
- Costs of 1.31% a year are above the middle of comparable funds (0.74%).
- In the last five years its price once dropped by 77% from its high.
- A small fund with $35.0M under management; small funds get closed more often.
- It trades little: only about $318.9K changes hands a day.
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- -11%
- 3 months
- +50%
- This year
- -4.4%
- 1 year
- -48%
- 3 years
- -31%
What is inside?
Concentrated- 1 CME BITCOIN FUT NOV26 66%
- 2 IBiShares Bitcoin Trust ETF IBIT 51%
- 3 B 10/27/26 Govt 21%
- 4 B 11/19/26 Govt 12%
- 5 B 1/12/27 Govt 12%
- 6 B 2/16/27 Govt 2.9%
- 7 IBIT US 12/18/26 C50 Equity 1.1%
- 8 Cash 1.1%
- 9 IBIT US 11/20/26 C50 Equity 1.0%
- 10 IBIT US 11/30/26 C50 Equity 0.3%
Positions in the fund: 16. The ten largest make up 168% of it.
Composition as of Oct 24, 2026.
Where is it spread?
One sector dominatesBy sector
- Consumer cyclical 100%
By country
- United States 57%
- Other countries 43%
Largest sector: Consumer cyclical (100%). Largest country: United States (57%).
What does it cost me?
Expensive- A year from $10,000
- $131
- Over 20 years
- $5,892
From every $10,000 invested the fund takes $131 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $5,892.
How has it done?
Losing value- A year on average, 3 years
- -12%
- Deepest drop
- -77%
- Yearly volatility
- 72%
Average yearly decline over the last three years: 12%. Deepest drop in these years: 77% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 36.69%
- Payments a year
- 12
- Last payment
- $0.05
Over the last 12 months it paid $5.02 per share, which is 36.69% of today's price. The last payment was $0.05 on Sep 25, 2026.
Is it easy to buy and sell?
It trades little- Traded a day
- $318.9K
- Shares a day
- 23K
On an average day about $318.9K of the fund changes hands.
Similar funds
Funds that hold much of the same. The overlap says how much of their weight they share with this fund.
| Fund | Domicile | Size | 1-year change | Dividends | ||
|---|---|---|---|---|---|---|
BT BTC.NZ SmartShares - Smart Bitcoin ETF | New Zealand | 0.55% | $30.7M | -26% | Reinvests | 51% |
HB HBIT ETF Opportunities Trust – Hedgeye Bitcoin ETF | United States | 0.70% | $260.5K | - | - | 30% |
BI BITY Amplify Bitcoin 2% Monthly Option Income ETF | United States | 0.65% | $12.9M | -48% | Pays out | 27% |