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XCHG vs MAXI

Ab US Equity ETF vs Simplify Bitcoin Strategy ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

XCHG is an equity ETF, while MAXI is an alternative ETF. XCHG charges 0.50% a year and MAXI 1.31%.

  • XCHG is an equity fund, while MAXI is an alternative fund. They carry different risk/return profiles.
  • XCHG follows a active selection strategy; MAXI uses option income.
  • XCHG costs 0.81% less per year.
  • XCHG is much larger than MAXI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGMAXI
Annual cost (TER)0.50%1.31%
Fund size (AUM)$702M$31M
Since20252022
Dividend yield57.40%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A-62.1%
CAGR 3YN/A+12.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.45
Volatility 1Y65.36%
Max drawdown-9.67%-68.11%

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

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