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MAXI vs CDX

Simplify Bitcoin Strategy ETF vs Simplify High Yield ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

Both MAXI and CDX are alternative ETFs. MAXI charges 1.31% a year and CDX 0.25%. The main difference: MAXI follows a option income strategy; CDX uses multi strategy.

  • MAXI follows a option income strategy; CDX uses multi strategy.
  • CDX costs 1.06% less per year.
  • CDX is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAXI has delivered higher annualized returns.

Side-by-side comparison

MAXICDX
Annual cost (TER)1.31%0.25%
Fund size (AUM)$31M$407M
Since20222022
Dividend yield57.40%8.31%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y-62.3%-1.7%
CAGR 3Y+9.7%+7.5%
CAGR 5YN/AN/A
Sharpe 3Y0.410.39
Volatility 1Y65.98%5.74%
Max drawdown-68.11%-13.24%

Similar to MAXI and CDX