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MAXI vs YBTC

Simplify Bitcoin Strategy PLUS Income ETF vs Roundhill Bitcoin Covered Call Strategy ETF

MAXI

Simplify Bitcoin Strategy PLUS Income ETF

Simplify Asset Management

Annual cost

1.31%

Fund size

$33M

YBTC

Roundhill Bitcoin Covered Call Strategy ETF

Roundhill Investments

Annual cost

0.95%

Fund size

$158M

Key differences

  • YBTC costs 0.36% less per year.
  • YBTC is significantly larger than MAXI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

MAXIYBTC
Annual cost (TER)1.31%0.95%
Fund size (AUM)$33M$158M
Since20222024
Dividend yield57.71%78.98%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-56.1%-25.8%
CAGR 3Y+18.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.52N/A
Volatility 1Y66.24%38.71%
Max drawdown-65.93%-47.09%

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

Similar to MAXI and YBTC