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MAXI vs USG

Simplify Bitcoin Strategy ETF vs USCF Gold Strategy Plus Income Fund

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

USG

USCF Gold Strategy Plus Income Fund

Annual cost

0.45%

Fund size

$12M

Key differences

Both MAXI and USG are alternative ETFs. MAXI charges 1.31% a year and USG 0.45%. The main difference: USG costs 0.86% less per year.

  • USG costs 0.86% less per year.
  • Over the last three years, USG has delivered higher annualized returns.

Side-by-side comparison

MAXIUSG
Annual cost (TER)1.31%0.45%
Fund size (AUM)$31M$12M
Since20222021
Dividend yield57.40%26.20%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-62.3%+22.6%
CAGR 3Y+9.7%+25.6%
CAGR 5YN/AN/A
Sharpe 3Y0.411.18
Volatility 1Y65.98%23.47%
Max drawdown-68.11%-18.45%

Similar to MAXI and USG