AUM $31.7MER 1.00%NAV $10.24Holdings 39Inception Sep 2022
Price Chart
Key Statistics
Previous Close
$10.11Day Range
$10.04$10.10
52-Week Range
$9.55$35.60
Avg Volume
29.5KDividend Yield
68.43%Expense Ratio
1.00%AUM
$31.7MShares Outstanding
3.1METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Consumer Cyclical | 100.00% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 98.04% |
| Other | 1.96% |
Fund Information
- Issuer
- Simplify
- Category
- Consumer Cyclical
- Inception Date
- Sep 28, 2022
- Exchange
- NASDAQ
- Description
- The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) seeks capital gains through an actively managed Bitcoin strategy. A risk-managed options overlay is added to provide income. The Bitcoin exposure will vary between 50% to 200% of the fund’s net assets, based on a proprietary technical model. Exposure may be gained through various instruments, including Bitcoin ETFs, futures, options, or swaps. The options income strategy will focus on selling put spreads on a variety of instruments, including equity indices as well as bond and commodity ETFs.* *The fund does not invest in bitcoin directly.
Similar ETFs
The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) is an exchange-traded fund issued by Simplify that launched on Sep 28, 2022. It currently manages $31.7M in assets under management. The fund charges an expense ratio of 1.00%. The fund holds 39 securities in its portfolio. It falls under the Consumer Cyclical category.
Top 10 holdings represent 100.0% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST | 98.03% | 772,000 | $30.8M |
| 2 | — | IBIT US 03/13/26 C40 Equity | 0.97% | 7,000 | $305K |
| 3 | — | Cash | 0.88% | 277,634 | $278K |
| 4 | — | SPXW US 04/17/26 C7275 Index | 0.05% | 55 | $15K |
| 5 | — | SPXW US 04/17/26 C7200 Index | 0.04% | 22 | $13K |
| 6 | — | SPXW US 04/17/26 C7380 Index | 0.01% | 27 | $3K |
| 7 | — | SPXW US 03/31/26 C7350 Index | 0.01% | 88 | $2K |
| 8 | — | SPXW US 03/20/26 C7275 Index | 0.01% | 102 | $2K |
| 9 | — | SPXW US 03/20/26 C7360 Index | 0.00% | 87 | $1K |
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.73% | |
| 1W | -0.89% | |
| 1M | +0.80% | |
| 3M | -34.10% | |
| 6M | -64.82% | |
| YTD | -32.19% | |
| 1Y | -52.89% | |
| 3Y | -42.21% | |
| 5Y | -19.78% |
Moving Averages
20-Day MA
$10.22
Below 20-Day MA50-Day MA
$12.15
Below 50-Day MA200-Day MA
$23.25
Below 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$35.60
Current Price
$10.04
52-Week Low
$9.55
$9.55$35.60
Current Yield
68.43%
Annual Dividend
$2.6053
Frequency
12x/year
Last Ex-Date
Jan 27, 2026
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Jan 27, 2026 | $0.1000 | Jan 30, 2026 |
| Dec 23, 2025 | $0.5053 | Dec 31, 2025 |
| Nov 21, 2025 | $1.0000 | Nov 28, 2025 |
| Oct 28, 2025 | $1.0000 | Oct 31, 2025 |
| Sep 25, 2025 | $1.0000 | Sep 30, 2025 |
| Aug 26, 2025 | $1.0000 | Aug 29, 2025 |
| Jul 28, 2025 | $1.0000 | Jul 31, 2025 |
| Jun 25, 2025 | $0.3500 | Jun 30, 2025 |
| May 27, 2025 | $0.5000 | May 30, 2025 |
| Apr 25, 2025 | $0.3000 | Apr 30, 2025 |
| Mar 26, 2025 | $0.1000 | Mar 31, 2025 |
| Feb 25, 2025 | $0.1000 | Feb 28, 2025 |
| Jan 28, 2025 | $0.1500 | Jan 31, 2025 |
| Dec 23, 2024 | $1.6700 | Dec 31, 2024 |
| Nov 25, 2024 | $2.0000 | Nov 29, 2024 |
| Oct 28, 2024 | $1.0000 | Oct 31, 2024 |
| Sep 25, 2024 | $1.0000 | Sep 30, 2024 |
| Aug 27, 2024 | $1.0000 | Aug 30, 2024 |
| Jul 26, 2024 | $1.0000 | Jul 31, 2024 |
| Jun 25, 2024 | $0.1500 | Jun 28, 2024 |
Dividend Payments Over Time
Category Comparison
| Metric | MAXI | Consumer Cyclical(152 ETFs) | Bitcoin(77 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 1.00% | 0.75% | 0.96% |
| AUM | $31.7M | $632.1M | $1.38B |
| Dividend Yield | 68.43% | 5.63% | 31.97% |
| Avg Volume | 29.5K | 1.3M | 3.2M |
| Holdings | 39 | 83 | 13 |
| Performance | |||
| 1-Month Return | +1.54% | -7.10% | +3.71% |
| 6-Month Return | -65.66% | -13.36% | -35.28% |
| YTD Return | -29.26% | -7.38% | -14.86% |
| 1-Year Return | -50.79% | +5.07% | -10.54% |
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