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MAXI vs RSBT

Simplify Bitcoin Strategy ETF vs Return Stacked Bonds & Managed Futures ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

RSBT

Return Stacked Bonds & Managed Futures ETF

Annual cost

1.01%

Fund size

$126M

Key differences

Both MAXI and RSBT are alternative ETFs. MAXI charges 1.31% a year and RSBT 1.01%. The main difference: MAXI follows a option income strategy; RSBT uses multi strategy.

  • MAXI follows a option income strategy; RSBT uses multi strategy.
  • RSBT costs 0.30% less per year.
  • RSBT is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAXI has delivered higher annualized returns.

Side-by-side comparison

MAXIRSBT
Annual cost (TER)1.31%1.01%
Fund size (AUM)$31M$126M
Since20222023
Dividend yield57.40%2.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y-63.1%+22.0%
CAGR 3Y+12.6%+3.1%
CAGR 5YN/AN/A
Sharpe 3Y0.450.03
Volatility 1Y65.40%14.70%
Max drawdown-68.11%-23.60%

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

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