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FORH vs MAXI

Formidable ETF vs Simplify Bitcoin Strategy ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

Both FORH and MAXI are alternative ETFs. FORH charges 1.19% a year and MAXI 1.31%. The main difference: FORH costs 0.12% less per year.

  • FORH costs 0.12% less per year.
  • Over the last three years, MAXI has delivered higher annualized returns.

Side-by-side comparison

FORHMAXI
Annual cost (TER)1.19%1.31%
Fund size (AUM)$20M$31M
Since20212022
Dividend yield1.73%57.40%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+9.5%-62.1%
CAGR 3Y+3.3%+12.2%
CAGR 5Y+0.9%N/A
Sharpe 3Y0.060.45
Volatility 1Y16.05%65.36%
Max drawdown-20.73%-68.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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