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SPBC vs MAXI

Simplify US Equity PLUS Bitcoin Strategy ETF vs Simplify Bitcoin Strategy ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

Both SPBC and MAXI are alternative ETFs. SPBC charges 0.54% a year and MAXI 1.31%. The main difference: SPBC follows a multi strategy strategy; MAXI uses option income.

  • SPBC follows a multi strategy strategy; MAXI uses option income.
  • SPBC costs 0.77% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SPBCMAXI
Annual cost (TER)0.54%1.31%
Fund size (AUM)$45M$31M
Since20212022
Dividend yield0.82%57.40%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+15.5%-63.1%
CAGR 3Y+26.8%+12.6%
CAGR 5Y+15.2%N/A
Sharpe 3Y1.230.45
Volatility 1Y14.77%65.40%
Max drawdown-33.81%-68.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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