Simplify Bitcoin Strategy PLUS Income ETF (MAXI)
- Expense ratio10.94%
- Net assets$34.0M
- Dividend yield18.64%
- 1-year return-32.55%
- Holdings1
MAXI ETF price chart
MAXI quote & trading statistics
MAXI performance
Annual returns & drawdowns →- YTD+0.60%
- 1 year-32.55%
- 3 years+25.37%/yr
- 1Y volatility
- 85.27%
- 3Y volatility
- 69.79%
- 3Y Sharpe ratio
- 0.65
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
MAXI holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | IBIT | iShares Bitcoin Trust | 48.08% |
This holding makes up 48.1% of the fund. As of October 23, 2026.
About Simplify Bitcoin Strategy PLUS Income ETF
The fund is an actively managed exchange-traded fund (an "ETF"). The fund"s adviser seeks to achieve its investment objective by using three strategies: (1) a Bitcoin strategy, (2) an income strategy, and (3) an option overlay strategy. Under normal market conditions, the adviser selects investments in Bitcoin related instruments so that the total value of economic Bitcoin exposure is approximately 50% to 200% of the net assets of the fund. It is non-diversified.
MAXI ETF FAQ
What is the MAXI expense ratio?
Simplify Bitcoin Strategy PLUS Income ETF has a net expense ratio of 10.94%, or $1094.00 a year for every $10,000 invested.
How much money is in MAXI?
Simplify Bitcoin Strategy PLUS Income ETF has about $34.0M in net assets.
What are the top holdings of MAXI?
The largest positions in MAXI are iShares Bitcoin Trust (48.08%). The fund holds 1 securities in total.
How has MAXI performed?
MAXI returned -32.55% over the past year, including reinvested distributions.
Does MAXI pay dividends?
MAXI has a dividend yield of 18.64%.
When was MAXI launched?
Simplify Bitcoin Strategy PLUS Income ETF began trading on September 29, 2022.