MAXI ETF

$9.13

Fund Essentials - as of Apr 30, 2026

Net Assets
$26M
Expense Ratio
1.31%
Dividend Yield (Current)
67.57%
Holdings
11
Inception Date
Sep 29, 2022
Fund Family
Simplify Exchange Traded Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-42.34%
1 Year-65.17%
3 Year+2.23%

Asset Allocation

Cash: 1.06%
Other: 98.94%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
IBITIshares Bitcoin Trust97.57%
-Cash1.06%
-Ibit Us 05/08/26 C45 Equity0.78%
-Spxw Us 07/17/26 C7600 Index0.34%
-Spxw Us 07/17/26 C7650 Index0.32%
Top 10 Concentration: 100.05%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
67.57%
Frequency
Monthly
Latest Distribution
$0.03
Jul 28, 2026
12M Distributions
10 payments
Total: $4.92

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO
See how MAXI ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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MAXI ETF Overview

MAXI ETF (Simplify Bitcoin Strategy ETF) is managed by Simplify Exchange Traded Funds with $26.1M in net assets. MAXI expense ratio is 1.31%, holding 11 positions across sectors including Financials, Other. Inception date: 2022-09-29.

MAXI performance shows a YTD return of -42.34%. The 1-year return is -65.17%. MAXI dividend yield stands at 67.57%, paid monthly.

MAXI top holdings include Ishares Bitcoin Trust (97.6%), Cash (1.1%), Ibit Us 05/08/26 C45 Equity (0.8%), Spxw Us 07/17/26 C7600 Index (0.3%), Spxw Us 07/17/26 C7650 Index (0.3%). View all MAXI holdings, sector breakdown, or dividend history.

MAXI can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAXI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-20.59%
YTD
-42.34%
1 Year
-65.17%
3 Year
+2.23%

Top 10 Holdings (100.0% of portfolio)

#TickerNameSectorWeight
1IBITIshares Bitcoin TrustFinancials97.57%
2-CashOther1.06%
3-Ibit Us 05/08/26 C45 EquityOther0.78%
4-Spxw Us 07/17/26 C7600 IndexOther0.34%
5-Spxw Us 07/17/26 C7650 IndexOther0.32%
6-Ndxp Us 05/15/26 P24500 IndexOther0.02%
7-Rutw Us 05/15/26 P2460 IndexOther0.02%
8-Spxw Us 05/15/26 P6500 IndexOther0.01%
9-Spxw Us 05/15/26 P6800 IndexOther-0.03%
10-Cotton No. 2 July Futures 0% 07/01/2026Other-0.04%