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MAXI vs ZHOG

Simplify Bitcoin Strategy ETF vs F/m Opportunistic Income ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

Key differences

MAXI is an alternative ETF, while ZHOG is a fixed income ETF. MAXI charges 1.31% a year and ZHOG 0.43%.

  • MAXI is an alternative fund, while ZHOG is a fixed income fund. They carry different risk/return profiles.
  • MAXI follows a option income strategy; ZHOG uses active selection.
  • ZHOG costs 0.88% less per year.

Side-by-side comparison

MAXIZHOG
Annual cost (TER)1.31%0.43%
Fund size (AUM)$31M$46M
Since20222023
Dividend yield57.40%5.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y-62.3%+5.2%
CAGR 3Y+9.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.41N/A
Volatility 1Y65.98%1.59%
Max drawdown-68.11%-3.66%

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