Simplify Bitcoin Strategy PLUS Income ETFMAXI

$11.93

−0.9% last session

−12.5% YTD

Data as of 11/6/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Dec 31, 2025 – Nov 6, 2026MAXIS&P 500 · VOOThematic Income average

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	−0.9%	−15.7%	+35.1%	−12.5%	−38.5%	+43.4%	—	+156.0%
Peer average	+0.6%	−11.3%	+1.8%	−3.0%	−11.9%	+78.2%	+86.7%	—
S&P 500 · VOO	+0.3%	−5.0%	−4.6%	+8.7%	+9.8%	+80.8%	+71.8%	—

Key Statistics

Open all fund facts →

AUM: $31M
Expense ratio: 1.52%
Distribution yield: 17.3%
NAV: $13.24
Volume: 9K
Avg. volume 30D: 21K
High today: $11.97
Low today: $11.71
Previous close: $12.04
52-week high: $23.35
52-week low: $8.22
Our risk indicator: 4/5

MAXI in One Breath

MAXI Among Thematic Income ETFs

YTD

#1SOXYYieldMax+28.4%$58.9M

#2CHPYYieldMax+26.5%$1.2B

#3TDVProShares+14.9%$261M

#4TDVIFirst Trust+12.7%$663M

#5TDIVFirst Trust+12.5%$4.4B

#6TYLGGlobal X+12.3%$14.5M

#7GPTYYieldMax+9.5%$123M

#8CEPIRexshares+7.1%$114M

#14MAXISimplify−12.5%$31.3M

End-of-day Nov 6, 2026 · 21 Thematic Income ETFs by YTD

$10,000 in MAXI

$10,000 in MAXI became

$25,601

In the S&P 500 (VOO)

$21,416

Total return, dividends in · Sep 29, 2022 – Nov 6, 2026 · S&P 500 uses VOO

MAXI Returns by Period

Today

YTD

MAX

MAXI

−0.9%

−15.7%

+35.1%

−12.5%

−38.5%

+43.4%

—

+156.0%

Peer average

+0.6%

−11.3%

+1.8%

−3.0%

−11.9%

+78.2%

+86.7%

—

S&P 500 · VOO

+0.3%

−5.0%

−4.6%

+8.7%

+9.8%

+80.8%

+71.8%

—

End-of-day Nov 6, 2026 · total return, dividends in · peers = 25 Thematic Income ETFs

MAXI’s Thematic Income Rank

YTD

#21of 36
thematic income ETFs

Best · SOXY+28.4%

Average−6.7%

MAXI−12.5%

Worst · MST−62.6%

Thematic Income ETFs by YTD return · Nov 6, 2026

MAXI Price and 52-Week Range

From the 52-week high

−48.9%

From the 52-week low

+45.1%

Today $11.71 – $11.97

Previous close $12.04

$11.93 now

52-week low$8.2252-week high$23.35

End-of-day Nov 6, 2026 · box = today’s range, dashed = previous close

MAXI’s Size vs Its Peers

Today

$31.3M#16 by size of 26 thematic income ETFs

AUM · MAXI and the 5 largest peers · Nov 6, 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 6, 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%	+12.5%	+9.9%	$4.4B
BTCI	NEOSRead Desk	0.99%	−14.5%	−26.5%	$1.4B
CHPY	YieldMaxRead Desk	1.03%	+26.5%	+29.2%	$1.2B
TDVI	First TrustRead Desk	0.75%	+12.7%	+10.3%	$663M
TDV	ProSharesRead Desk	0.45%	+14.9%	+14.0%	$261M
MAXI	SimplifyThis fundRead Desk	1.52%	−12.5%	−38.5%	$31M

Thematic Income peers · YTD and past-year returns · as of Nov 7, 2026 · sorted by AUM

Head to Head

Put MAXI head to head with TDIV →

TDIV vs MAXI

YTD

TDIVFirst TrustMAXISimplify

Year to date

+12.5%

−12.5%

TDIV wins+25.0 pts

Past year

+9.9%

−38.5%

TDIV wins+48.4 pts

Fee

0.50%

1.52%

TDIV winslower fee

Yield

1.5%

17.3%

MAXI wins+15.8 pts

AUM

$4.4B

$31.3M

TDIV140.0× more

3–1TDIV wins

First Trust TDIV and Simplify MAXI · year-to-date · as of Nov 7, 2026 · AUM not scored

MAXI vs VOO

YTD

MAXI · Simplify Bitcoin Strategy PLUS Income

−12.5%

VOO · S&P 500

+8.7%

Gap

21.2 pts

Simplify MAXI and Vanguard VOO · YTD total return · as of Nov 7, 2026

MAXI vs Its Peer Average

YTD

MAXIAvsBPeer average

1D−0.9%+0.6%

1M−15.7%−11.3%

3M+35.1%+1.8%

YTD−12.5%−3.0%

1Y−38.5%−11.9%

3Y+43.4%+78.2%

5Y[…]+86.7%

1–5Peer average wins

25 Thematic Income peers · each row scaled to its leader

The Details

MAXI

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y70.65%

Deepest drop · 1Y−59.1%

Lowest point · 5Y−15.2%

52-week range

$11.93

$8.22−48.9% from the high$23.35

Simplify MAXI · past-year price moves · as of Nov 7, 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 7, 2026

MAXI

Payouts by Year

$0.0500per share, Oct 2026

Distribution yield17.3%

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$13.24

Premium / discount[…]

Median spread · 30D[…]

Volume today9K

Average volume · 30D21K

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

Issuer contentFrom SimplifyHear the strategy from the people behind MAXI.No issuer videos have been published for this fund.Are you the issuer? Claim this fund →