Simplify Bitcoin Strategy PLUS Income ETFMAXI

$12.56

+2.8% last session

−7.9% YTD

Data as of 11/3/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 3, 2026MAXIS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+2.8%	−20.2%	+38.8%	−7.9%	−41.2%	+55.3%	—	+169.5%
Peer average	+1.8%	−11.1%	+5.2%	+2.1%	−9.7%	+93.3%	+96.5%	—
S&P 500 · VOO	+0.3%	−2.6%	−1.7%	+11.5%	+11.9%	+90.9%	+77.5%	—

Key Statistics

Open all fund facts →

AUM: $29M
Expense ratio: 1.52%
Distribution yield: 16.4%
NAV: $12.23
Volume: 3K
Avg. volume 30D: 23K
High today: $12.60
Low today: $12.50
Previous close: $12.22
52-week high: $25.25
52-week low: $8.22
Our risk indicator: 4/5

MAXI in One Breath

MAXI Among Thematic Income ETFs

YTD

#1SOXYYieldMax+45.4%$59.9M

#2CHPYYieldMax+43.0%$1.2B

#3TDVProShares+20.7%$275M

#4TYLGGlobal X+19.9%$14.3M

#5TDVIFirst Trust+18.6%$652M

#6TDIVFirst Trust+18.6%$4.3B

#7GPTYYieldMax+16.9%$122M

#8CEPIRexshares+12.6%$112M

#12MAXISimplify−7.9%$28.9M

End-of-day Nov 4, 2026 · 21 Thematic Income ETFs by YTD

$10,000 in MAXI

$10,000 in MAXI became

$26,953

In the S&P 500 (VOO)

$21,972

Total return, dividends in · Sep 29, 2022 – Nov 3, 2026 · S&P 500 uses VOO

MAXI Returns by Period

Today

YTD

MAX

MAXI

+2.8%

−20.2%

+38.8%

−7.9%

−41.2%

+55.3%

—

+169.5%

Peer average

+1.8%

−11.1%

+5.2%

+2.1%

−9.7%

+93.3%

+96.5%

—

S&P 500 · VOO

+0.3%

−2.6%

−1.7%

+11.5%

+11.9%

+90.9%

+77.5%

—

End-of-day Nov 4, 2026 · total return, dividends in · peers = 25 Thematic Income ETFs

MAXI’s Thematic Income Rank

YTD

#19of 36
thematic income ETFs

Best · SOXY+45.4%

Average−1.3%

MAXI−7.9%

Worst · MST−58.5%

Thematic Income ETFs by YTD return · Nov 4, 2026

MAXI Price and 52-Week Range

From the 52-week high

−50.3%

From the 52-week low

+52.8%

Today $12.50 – $12.60

Previous close $12.22

$12.56 now

52-week low$8.2252-week high$25.25

End-of-day Nov 4, 2026 · box = today’s range, dashed = previous close

MAXI’s Size vs Its Peers

Today

$28.9M#16 by size of 26 thematic income ETFs

AUM · MAXI and the 5 largest peers · Nov 4, 2026

MAXI Fee per $100 vs Peers

Today

$1.52a year
per $100

$152 a year on $10,000

TDV$0.45

TDIV$0.50

TDVI$0.75

BTCI$0.99

CHPY$1.03

MAXI$1.52

Expense ratio · Thematic Income peers · Nov 4, 2026

Inside MAXI

39 holdings

MAXI

Simplify Bitcoin Strategy PLUS Income ETF

Today

MAXI reports no holdings we can show: […]

Simplify MAXI · holdings

How It Compares

MAXI

Simplify Bitcoin Strategy PLUS Income ETF’s Peers

YTD


TDIV	First TrustRead Desk	0.50%	+18.6%	+14.4%	$4.3B
BTCI	NEOSRead Desk	0.99%	−12.6%	−28.4%	$1.3B
CHPY	YieldMaxRead Desk	1.03%	+43.0%	+43.7%	$1.2B
TDVI	First TrustRead Desk	0.75%	+18.6%	+14.7%	$652M
TDV	ProSharesRead Desk	0.45%	+20.7%	+19.1%	$275M
MAXI	SimplifyThis fundRead Desk	1.52%	−7.9%	−41.2%	$29M

Thematic Income peers · YTD and past-year returns · as of Nov 4, 2026 · sorted by AUM

Head to Head

Put MAXI head to head with TDIV →

TDIV vs MAXI

YTD

TDIVFirst TrustMAXISimplify

Year to date

+18.6%

−7.9%

TDIV wins+26.5 pts

Past year

+14.4%

−41.2%

TDIV wins+55.6 pts

Fee

0.50%

1.52%

TDIV winslower fee

Yield

1.4%

16.4%

MAXI wins+15.1 pts

AUM

$4.3B

$28.9M

TDIV148.9× more

3–1TDIV wins

First Trust TDIV and Simplify MAXI · year-to-date · as of Nov 4, 2026 · AUM not scored

MAXI vs VOO

YTD

MAXI · Simplify Bitcoin Strategy PLUS Income

−7.9%

VOO · S&P 500

+11.5%

Gap

19.4 pts

Simplify MAXI and Vanguard VOO · YTD total return · as of Nov 4, 2026

MAXI vs Its Peer Average

YTD

MAXIAvsBPeer average

1D+2.8%+1.8%

1M−20.2%−11.1%

3M+38.8%+5.2%

YTD−7.9%+2.1%

1Y−41.2%−9.7%

3Y+55.3%+93.3%

5Y[…]+96.5%

2–4Peer average wins

25 Thematic Income peers · each row scaled to its leader

The Details

MAXI

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y70.77%

Deepest drop · 1Y−61.6%

Lowest point · 5Y−18.5%

52-week range

$12.56

$8.22−50.3% from the high$25.25

Simplify MAXI · past-year price moves · as of Nov 4, 2026

MAXI

Fund Facts

Today

2022launched Sep 29

Tracks[…]

Exchange · CUSIPNASDAQ · 82889N673

StructureETF

Leverage1x

Cost on $10,000$152 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify MAXI · fund facts · as of Nov 4, 2026

MAXI

Payouts by Year

$0.0500per share, Oct 2026

Distribution yield16.4%

PaidEvery month

Latest ex-date · paidOct 27 · Oct 30, 2026

12 payouts added up$4.07 a share

Simplify MAXI · distributions by ex-date · 2022–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$12.23

Premium / discount[…]

Median spread · 30D[…]

Volume today3K

Average volume · 30D23K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio1.52%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$152.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Oct 27, 2026	Oct 30, 2026	$0.0500
Sep 25, 2026	Sep 30, 2026	$0.0500
Aug 26, 2026	Aug 31, 2026	$0.0500
Jul 28, 2026	Jul 31, 2026	$0.0300
Jun 25, 2026	Jun 30, 2026	$0.0800
May 26, 2026	May 29, 2026	$0.10
Apr 27, 2026	Apr 30, 2026	$0.10
Jan 27, 2026	Jan 30, 2026	$0.10
Dec 23, 2025	Dec 31, 2025	$0.51
Nov 21, 2025	Nov 28, 2025	$1.00
Oct 28, 2025	Oct 31, 2025	$1.00
Sep 25, 2025	Sep 30, 2025	$1.00

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