Screener
MAXI vs SPD
Simplify Bitcoin Strategy ETF vs Simplify US Equity PLUS Downside Convexity ETF
Key differences
Both MAXI and SPD are alternative ETFs. MAXI charges 1.31% a year and SPD 0.53%. The main difference: MAXI follows a option income strategy; SPD uses volatility strategy.
- MAXI follows a option income strategy; SPD uses volatility strategy.
- SPD costs 0.78% less per year.
- SPD is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPD has delivered higher annualized returns.
Side-by-side comparison
| MAXI | SPD | |
|---|---|---|
| Annual cost (TER) | 1.31% | 0.53% |
| Fund size (AUM) | $31M | $108M |
| Since | 2022 | 2020 |
| Dividend yield | 57.40% | 0.95% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | -63.1% | +10.4% |
| CAGR 3Y | +12.6% | +16.7% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | 0.45 | 0.78 |
| Volatility 1Y | 65.40% | 13.37% |
| Max drawdown | -68.11% | -27.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.