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MAXI vs ISMF

Simplify Bitcoin Strategy ETF vs iShares Managed Futures Active ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

ISMF

iShares Managed Futures Active ETF

Annual cost

0.80%

Fund size

$59M

Key differences

Both MAXI and ISMF are alternative ETFs. MAXI charges 1.31% a year and ISMF 0.80%. The main difference: MAXI follows a option income strategy; ISMF uses managed futures.

  • MAXI follows a option income strategy; ISMF uses managed futures.
  • MAXI covers North America; ISMF covers global markets.
  • ISMF costs 0.51% less per year.

Side-by-side comparison

MAXIISMF
Annual cost (TER)1.31%0.80%
Fund size (AUM)$31M$59M
Since20222025
Dividend yield57.40%2.49%
Asset classalternativealternative
Regionnorth americaglobal
Strategyoption incomemanaged futures
CAGR 1Y-62.3%+20.7%
CAGR 3Y+9.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.41N/A
Volatility 1Y65.98%7.99%
Max drawdown-68.11%-4.23%

Similar to MAXI and ISMF