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DINE vs MAXI

Simplify Tax Aware Diversified Income Strategy ETF vs Simplify Bitcoin Strategy ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

DINE is an equity ETF, while MAXI is an alternative ETF. DINE charges 0.15% a year and MAXI 1.31%.

  • DINE is an equity fund, while MAXI is an alternative fund. They carry different risk/return profiles.
  • DINE follows a active selection strategy; MAXI uses option income.
  • DINE covers emerging markets; MAXI covers North America.
  • DINE costs 1.16% less per year.
  • MAXI is much larger than DINE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DINEMAXI
Annual cost (TER)0.15%1.31%
Fund size (AUM)$3M$31M
Since20262022
Dividend yield57.40%
Asset classequityalternative
Regionemerging marketsnorth america
Strategyactive selectionoption income
CAGR 1YN/A-62.3%
CAGR 3YN/A+9.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.41
Volatility 1Y65.98%
Max drawdown-0.80%-68.11%

Similar to DINE and MAXI