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MAXI vs ULTY

Simplify Bitcoin Strategy ETF vs YieldMax Ultra Option Income Strategy ETF

MAXI

Simplify Bitcoin Strategy ETF

Simplify Asset Management

Annual cost

1.31%

Fund size

$33M

ULTY

YieldMax Ultra Option Income Strategy ETF

YieldMax ETFs

Annual cost

1.30%

Fund size

$855M

Key differences

  • ULTY is significantly larger than MAXI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

MAXIULTY
Annual cost (TER)1.31%1.30%
Fund size (AUM)$33M$855M
Since20222024
Dividend yield57.71%123.61%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-55.9%+11.3%
CAGR 3Y+18.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.53N/A
Volatility 1Y66.05%20.84%
Max drawdown-65.93%-26.84%

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

Similar to MAXI and ULTY