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MAXI vs CRDT

Simplify Bitcoin Strategy ETF vs Simplify Opportunistic Income ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

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

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

Side-by-side comparison

MAXICRDT
Annual cost (TER)1.31%0.99%
Fund size (AUM)$31M$37M
Since20222023
Dividend yield57.40%6.19%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y-62.3%+1.4%
CAGR 3Y+9.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.41N/A
Volatility 1Y65.98%8.99%
Max drawdown-68.11%-9.80%

Similar to MAXI and CRDT