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MAXI vs OARK

Simplify Bitcoin Strategy ETF vs YieldMax Innovation Option Income Strategy ETF

MAXI

Simplify Bitcoin Strategy ETF

Simplify Asset Management

Annual cost

1.31%

Fund size

$33M

OARK

YieldMax Innovation Option Income Strategy ETF

YieldMax ETFs

Annual cost

1.00%

Fund size

$51M

Key differences

  • OARK costs 0.31% less per year.
  • Over the last 3 years, MAXI has delivered higher annualized returns.

Side-by-side comparison

MAXIOARK
Annual cost (TER)1.31%1.00%
Fund size (AUM)$33M$51M
Since20222022
Dividend yield57.71%64.45%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-55.9%+39.0%
CAGR 3Y+18.2%+16.3%
CAGR 5YN/AN/A
Sharpe 3Y0.530.54
Volatility 1Y66.05%28.04%
Max drawdown-65.93%-35.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MAXI and OARK