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MAXI vs FORH

Simplify Bitcoin Strategy ETF vs Formidable ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both MAXI and FORH are alternative ETFs. MAXI charges 1.31% a year and FORH 1.19%. 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

MAXIFORH
Annual cost (TER)1.31%1.19%
Fund size (AUM)$31M$20M
Since20222021
Dividend yield57.40%1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y-63.1%+10.3%
CAGR 3Y+12.6%+3.6%
CAGR 5YN/A+0.8%
Sharpe 3Y0.450.07
Volatility 1Y65.40%15.96%
Max drawdown-68.11%-20.73%

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

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