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Simplify Bitcoin Strategy PLUS Income ETF (MAXI)
About this ETF
The Simplify Bitcoin Strategy PLUS Income ETF, known as MAXI, targets capital growth through its dynamic management of investments linked to Bitcoin. To generate additional revenue, a carefully crafted, risk-managed options overlay is integrated into the portfolio. The fund's allocation to Bitcoin-related assets is highly flexible, ranging from 50% to an aggressive 200% of its net asset value, guided by an exclusive, in-house technical model. Rather than direct ownership, this exposure is achieved through diverse financial vehicles such as Bitcoin exchange-traded funds (ETFs), futures contracts, options, or swap agreements. The income generation from options primarily involves writing put spreads on a broad spectrum of underlying assets, including major equity indices, as well as exchange-traded funds focused on bonds and commodities.…
Price
Top 10 holdings
| ISHARES BITCOIN TRUST IBIT | 40.21% |
| CME Bitcoin Fut Jul26 | 29.55% |
| B 10/27/26 Govt | 24.14% |
| Cash | 4.25% |
| IBIT US 08/21/26 C40 Equity | 1.00% |
| IBIT US 08/31/26 C39 Equity | 0.46% |
| IBIT US 08/21/26 C38 Equity | 0.43% |
| IBIT US 08/07/26 C37.5 Equity | 0.37% |
| IBIT US 07/31/26 C37 Equity | 0.31% |
| IBIT US 07/24/26 C36.5 Equity | 0.26% |
Sector mix
Price chart
Returns
| 1 month | -0.57% |
| 3 months | -16.62% |
| 6 months | -42.60% |
| Year to date | -38.95% |
| 1 year | -74.07% |
| 3 years (ann.) | -21.46% |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 65.28% |
| Sharpe (1y) | -1.74 |
| Sharpe (3y) | -0.03 |
| Sortino (1y) | -2.82 |
| Max drawdown (1y) | -76.69% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -76.69% |
| Beta vs S&P 500 (1y) | 2.94 |
| Correlation vs S&P 500 (1y) | 0.56 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 184 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2026-06-25 | 2026-06-30 | USD 0.0800 |
| 2026-05-26 | 2026-05-29 | USD 0.1000 |
| 2026-04-27 | 2026-04-30 | USD 0.1000 |
| 2026-01-27 | 2026-01-30 | USD 0.1000 |
| 2025-12-23 | 2025-12-31 | USD 0.5053 |
| 2025-11-21 | 2025-11-28 | USD 1.0000 |
| 2025-10-28 | 2025-10-31 | USD 1.0000 |
| 2025-09-25 | 2025-09-30 | USD 1.0000 |
| 2025-08-26 | 2025-08-29 | USD 1.0000 |
| 2025-07-28 | 2025-07-31 | USD 1.0000 |
| 2025-06-25 | 2025-06-30 | USD 0.3500 |
| 2025-05-27 | 2025-05-30 | USD 0.5000 |
| 2025-04-25 | 2025-04-30 | USD 0.3000 |
| 2025-03-26 | 2025-03-31 | USD 0.1000 |
| 2025-02-25 | 2025-02-28 | USD 0.1000 |
| 2025-01-28 | 2025-01-31 | USD 0.1500 |
| 2024-12-23 | 2024-12-31 | USD 1.6700 |
| 2024-11-25 | 2024-11-29 | USD 2.0000 |
| 2024-10-28 | 2024-10-31 | USD 1.0000 |
| 2024-09-25 | 2024-09-30 | USD 1.0000 |
| 2024-08-27 | 2024-08-30 | USD 1.0000 |
| 2024-07-26 | 2024-07-31 | USD 1.0000 |
| 2024-06-25 | 2024-06-28 | USD 0.1500 |
| 2024-05-24 | 2024-05-31 | USD 0.1500 |
| 2024-04-25 | 2024-04-30 | USD 0.1500 |
| 2024-03-25 | 2024-03-28 | USD 0.1500 |
| 2024-02-26 | 2024-02-29 | USD 0.1500 |
| 2024-01-26 | 2024-01-31 | USD 0.1500 |
| 2023-12-26 | 2023-12-29 | USD 4.1797 |
| 2023-11-27 | 2023-11-30 | USD 0.1500 |
| 2023-10-26 | 2023-10-31 | USD 0.1500 |
| 2023-09-27 | 2023-09-29 | USD 0.1500 |
| 2023-08-28 | 2023-08-31 | USD 0.1500 |
| 2023-07-26 | 2023-07-31 | USD 0.1500 |
| 2023-06-27 | 2023-07-03 | USD 0.1500 |
| 2023-05-25 | 2023-05-31 | USD 0.1500 |
| 2023-04-25 | 2023-04-28 | USD 0.1500 |
| 2023-03-27 | 2023-03-31 | USD 0.1500 |
| 2023-02-23 | 2023-02-28 | USD 0.1500 |
| 2022-12-27 | 2022-12-30 | USD 0.4399 |
ESG profile
No ESG estimate available: none of the scored universe overlaps this portfolio (typical for bond, commodity or synthetic funds).
Scored coverage: 0.0% of the portfolio by weight.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| iShares Bitcoin Trust ETF IBIT | 0.25% | 46.82B | — | -45.40% | -1.13 |
| Grayscale Bitcoin Trust ETF GBTC | 1.50% | 8.67B | — | -46.00% | -1.16 |
| Invesco Senior Loan ETF BKLN | 0.67% | 7.19B | 6.56% | -2.67% | -0.81 |
| abrdn Physical Gold Shares ETF SGOL | 0.17% | 6.81B | — | +20.15% | 0.80 |
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC | 0.74% | 5.34B | 3.01% | +27.55% | 1.37 |
| iShares Ethereum Trust ETF ETHA | 0.25% | 4.93B | — | -37.38% | -0.34 |
| abrdn Physical Silver Shares ETF SIVR | 0.30% | 3.97B | — | +55.06% | 1.04 |
| abrdn Physical Precious Metals Basket Shares ETF GLTR | 0.60% | 2.48B | — | +28.38% | 0.84 |
| abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI | 0.26% | 2.38B | 13.79% | +10.98% | 0.59 |
| Bitwise Bitcoin ETF Trust BITB | 0.20% | 2.32B | — | -45.29% | -1.13 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| NEOS Bitcoin High Income ETF BTCI | 0.99% | 1.10B | 15.8% |
| WisdomTree Physical Bitcoin BTCW.SW | 0.15% | 1.19B | 0.0% |
| iShares Bitcoin ETP IB1T.PA | 0.15% | 1.03B | 0.0% |
| abrdn Physical Gold Shares ETF SGOL | 0.17% | 6.81B | 0.0% |
| Invesco AAA CLO Floating Rate Note ETF ICLO | 0.19% | 508.14M | 0.0% |
