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MAXI vs CTA
Simplify Bitcoin Strategy ETF vs Simplify Managed Futures Strategy ETF
Key differences
Both MAXI and CTA are alternative ETFs. MAXI charges 1.31% a year and CTA 0.75%. The main difference: MAXI follows a option income strategy; CTA uses systematic alpha.
- MAXI follows a option income strategy; CTA uses systematic alpha.
- CTA costs 0.56% less per year.
- CTA is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CTA has delivered higher annualized returns.
Side-by-side comparison
| MAXI | CTA | |
|---|---|---|
| Annual cost (TER) | 1.31% | 0.75% |
| Fund size (AUM) | $31M | $1.6B |
| Since | 2022 | 2022 |
| Dividend yield | 57.40% | 5.05% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | systematic alpha |
| CAGR 1Y | -62.3% | +12.2% |
| CAGR 3Y | +9.7% | +10.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.41 | 0.51 |
| Volatility 1Y | 65.98% | 20.23% |
| Max drawdown | -68.11% | -18.07% |
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