Screener
MAXI vs SPUC
Simplify Bitcoin Strategy ETF vs Simplify US Equity PLUS Upside Convexity ETF
Key differences
Both MAXI and SPUC are alternative ETFs. MAXI charges 1.31% a year and SPUC 0.53%. The main difference: MAXI follows a option income strategy; SPUC uses volatility strategy.
- MAXI follows a option income strategy; SPUC uses volatility strategy.
- SPUC costs 0.78% less per year.
- SPUC is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPUC has delivered higher annualized returns.
Side-by-side comparison
| MAXI | SPUC | |
|---|---|---|
| Annual cost (TER) | 1.31% | 0.53% |
| Fund size (AUM) | $31M | $96M |
| Since | 2022 | 2020 |
| Dividend yield | 57.40% | 2.60% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | -63.1% | +23.4% |
| CAGR 3Y | +12.6% | +22.7% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | 0.45 | 0.88 |
| Volatility 1Y | 65.40% | 16.97% |
| Max drawdown | -68.11% | -29.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.