Compare MAXI and SOXY

MAXI and SOXY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%12.00%+45.4%+43.5%[…][…]−29.0%43.5%$60M1.2

Simplify Bitcoin Strategy PLUS Income ETFThematic Income · A basket1.52%16.44%−7.9%−41.2%+15.8%[…]−61.6%70.8%$29M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MAXI 2022 · SOXY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Bitcoin Strategy PLUS Income ETF · $29M[…]

MAXI

SOXY

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MAXIMeasureSOXY

−7.9%Year to dateJan 1 → Nov 3+45.4%

−41.2%1 yearTotal return+43.5%

+15.8%3 years · per year$10,000 became $15,525 · […][…]

[…]5 years · per year[…]

1.52%Expense ratio$152 · $106 a year on $10k · lower is better1.06%

16.44%Trailing 12-mo yield$1,644 · $1,200 a year on $10k12.00%

−61.6%Worst dropSmaller is better−29.0%

70.8%VolatilityLower is calmer43.5%

MAXISOXY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SOXY wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MAXI vs SOXY: Top 5 Holdings

Today

MAXI

29.2%in top 5

SOXY

in top 527.0%

MAXIStockSOXY

29.2%IBITnot top 5

not top 5NVDA6.8%

not top 5AMD5.8%

not top 5ASML5.0%

not top 5MU4.8%

not top 5MRVL4.6%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MAXI vs SOXY Returns, Every Period

1Y

SimplifyMAXI

−41.2%

past year

SOXYYieldMax

+43.5%

past year

MAXISOXYFaded: behind in that period

0–2SOXY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MAXI vs SOXY

YTD

SimplifyMAXI

−7.9%

SOXYYieldMax

+45.4%

−7.9%Year to date+45.4%

−61.6%Worst drop · 1Y−29.0%

70.8%Volatility · 1Y43.5%

16.4%Yield12.0%

$28.9MAssets$59.9M

3–1SOXY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MAXI, SOXY

Today

1.06%lowest, SOXY

FundExpense ratioFee$10k

SOXY1.06%$106

MAXI1.52%$152

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MAXI, SOXY

1Y

16.44%highest, MAXI

FundTrailing yieldYield$10k

MAXI16.44%$1,644

SOXY12.00%$1,200

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,492most kept, MAXI

MAXI$1,644 − $152 = $1,492

SOXY$1,200 − $106 = $1,094

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MAXI, SOXY

Today

0.0%most shared, MAXI and SOXY

MAXISOXY

MAXI—0.0%

SOXY0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+43.5%SOXY, at 43.5% volatility

SOXYWorst drop−29.0%43.5% vol

MAXIWorst drop−61.6%70.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MAXISOXY

−7.9%Year to date+45.4%

16.4%Yield12.0%

−41.2%Past year+43.5%

1.52%Fee1.06%

3–1SOXY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026