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CRDT vs MAXI

Simplify Opportunistic Income ETF vs Simplify Bitcoin Strategy ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

CRDT is a fixed income ETF, while MAXI is an alternative ETF. CRDT charges 0.99% a year and MAXI 1.31%.

  • CRDT is a fixed income fund, while MAXI is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; MAXI uses option income.
  • CRDT costs 0.32% less per year.

Side-by-side comparison

CRDTMAXI
Annual cost (TER)0.99%1.31%
Fund size (AUM)$37M$31M
Since20232022
Dividend yield6.19%57.40%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+1.4%-62.3%
CAGR 3YN/A+9.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.41
Volatility 1Y8.99%65.98%
Max drawdown-9.80%-68.11%

Similar to CRDT and MAXI