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MAXI vs DINE

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

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

Key differences

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

  • MAXI is an alternative fund, while DINE is an equity fund. They carry different risk/return profiles.
  • MAXI follows a option income strategy; DINE uses active selection.
  • MAXI covers North America; DINE covers emerging markets.
  • 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

MAXIDINE
Annual cost (TER)1.31%0.15%
Fund size (AUM)$31M$3M
Since20222026
Dividend yield57.40%
Asset classalternativeequity
Regionnorth americaemerging markets
Strategyoption incomeactive selection
CAGR 1Y-62.3%N/A
CAGR 3Y+9.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.41N/A
Volatility 1Y65.98%
Max drawdown-68.11%-0.80%

Similar to MAXI and DINE