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XV vs MAXI

Simplify Target 15 Distribution ETF vs Simplify Bitcoin Strategy ETF

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$61M

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

Key differences

Both XV and MAXI are alternative ETFs. XV charges 0.75% a year and MAXI 1.31%. The main difference: XV costs 0.56% less per year.

  • XV costs 0.56% less per year.

Side-by-side comparison

XVMAXI
Annual cost (TER)0.75%1.31%
Fund size (AUM)$61M$31M
Since20252022
Dividend yield13.46%57.40%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+12.3%-63.1%
CAGR 3YN/A+12.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.45
Volatility 1Y9.32%65.40%
Max drawdown-5.73%-68.11%

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

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