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YBTC vs MAXI

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

YBTC

Roundhill Bitcoin Covered Call Strategy ETF

Roundhill Investments

Annual cost

0.95%

Fund size

$158M

MAXI

Simplify Bitcoin Strategy PLUS Income ETF

Simplify Asset Management

Annual cost

1.31%

Fund size

$33M

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

YBTCMAXI
Annual cost (TER)0.95%1.31%
Fund size (AUM)$158M$33M
Since20242022
Dividend yield78.98%57.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-25.8%-56.1%
CAGR 3YN/A+18.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.52
Volatility 1Y38.71%66.24%
Max drawdown-47.09%-65.93%

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

Similar to YBTC and MAXI