Simplify Bitcoin Strategy PLUS Income ETFMAXI

$13.24

+5.4% last session

−2.9% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Nov 3, 2025 – Nov 4, 2026MAXIS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+5.4%	−15.9%	+47.8%	−2.9%	−35.1%	+59.9%	—	+184.1%
Peer average	+1.4%	−9.8%	+7.6%	+2.7%	−8.4%	+94.1%	+100.8%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $31M
Expense ratio: 1.52%
Distribution yield: 15.6%
NAV: $13.24
Volume: 19K
Avg. volume 30D: 23K
High today: $13.50
Low today: $12.77
Previous close: $12.56
52-week high: $24.52
52-week low: $8.22
Our risk indicator: 4/5

MAXI in One Breath

MAXI Among Thematic Income ETFs

YTD

#1SOXYYieldMax+40.8%$61.2M

#2CHPYYieldMax+38.2%$1.3B

#3TDVProShares+21.8%$277M

#4TYLGGlobal X+20.0%$14.4M

#5TDIVFirst Trust+19.6%$4.3B

#6TDVIFirst Trust+19.6%$658M

#7GPTYYieldMax+15.5%$125M

#8XLKISPDR+10.9%$34.9M

#10MAXISimplify−2.9%$31.3M

End-of-day Nov 5, 2026 · 21 Thematic Income ETFs by YTD

$10,000 in MAXI

$10,000 in MAXI became

$28,412

In the S&P 500 (VOO)

$22,328

Total return, dividends in · Sep 29, 2022 – Nov 4, 2026 · S&P 500 uses VOO

MAXI Returns by Period

Today

YTD

MAX

MAXI

+5.4%

−15.9%

+47.8%

−2.9%

−35.1%

+59.9%

—

+184.1%

Peer average

+1.4%

−9.8%

+7.6%

+2.7%

−8.4%

+94.1%

+100.8%

—

S&P 500 · VOO

+1.6%

−1.6%

0.0%

+13.4%

+13.5%

+91.7%

+81.2%

—

End-of-day Nov 5, 2026 · total return, dividends in · peers = 25 Thematic Income ETFs

MAXI’s Thematic Income Rank

YTD

#17of 36
thematic income ETFs

Best · SOXY+40.8%

Average−0.7%

MAXI−2.9%

Worst · MST−55.1%

Thematic Income ETFs by YTD return · Nov 5, 2026

MAXI Price and 52-Week Range

From the 52-week high

−46.0%

From the 52-week low

+61.1%

Today $12.77 – $13.50

Previous close $12.56

$13.24 now

52-week low$8.2252-week high$24.52

End-of-day Nov 5, 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 5, 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 5, 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%	+19.6%	+15.8%	$4.3B
BTCI	NEOSRead Desk	0.99%	−10.3%	−24.7%	$1.3B
CHPY	YieldMaxRead Desk	1.03%	+38.2%	+38.3%	$1.3B
TDVI	First TrustRead Desk	0.75%	+19.6%	+15.8%	$658M
TDV	ProSharesRead Desk	0.45%	+21.8%	+20.4%	$277M
MAXI	SimplifyThis fundRead Desk	1.52%	−2.9%	−35.1%	$31M

Thematic Income peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put MAXI head to head with TDIV →

TDIV vs MAXI

YTD

TDIVFirst TrustMAXISimplify

Year to date

+19.6%

−2.9%

TDIV wins+22.5 pts

Past year

+15.8%

−35.1%

TDIV wins+50.9 pts

Fee

0.50%

1.52%

TDIV winslower fee

Yield

1.4%

15.6%

MAXI wins+14.2 pts

AUM

$4.3B

$31.3M

TDIV139.0× more

3–1TDIV wins

First Trust TDIV and Simplify MAXI · year-to-date · as of Nov 5, 2026 · AUM not scored

MAXI vs VOO

YTD

MAXI · Simplify Bitcoin Strategy PLUS Income

−2.9%

VOO · S&P 500

+13.4%

Gap

16.2 pts

Simplify MAXI and Vanguard VOO · YTD total return · as of Nov 5, 2026

MAXI vs Its Peer Average

YTD

MAXIAvsBPeer average

1D+5.4%+1.4%

1M−15.9%−9.8%

3M+47.8%+7.6%

YTD−2.9%+2.7%

1Y−35.1%−8.4%

3Y+59.9%+94.1%

5Y[…]+100.8%

2–4Peer average wins

25 Thematic Income peers · each row scaled to its leader

The Details

MAXI

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y70.84%

Deepest drop · 1Y−59.8%

Lowest point · 5Y−18.5%

52-week range

$13.24

$8.22−46.0% from the high$24.52

Simplify MAXI · past-year price moves · as of Nov 5, 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 5, 2026

MAXI

Payouts by Year

$0.0500per share, Oct 2026

Distribution yield15.6%

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 today19K

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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