MAXI ETF

$10.15

Fund Essentials - as of Jan 30, 2026

Net Assets
$32M
Expense Ratio
1.00%
Dividend Yield (Current)
69.93%
Holdings
23
Inception Date
Sep 29, 2022
Fund Family
Simplify Exchange Traded Funds
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Monthly
SEC 30-Day Yield
••••••••••

Performance

YTD-9.86%
1 Year-42.44%
3 Year+23.26%

Asset Allocation

Cash: 2.23%
Other: 97.77%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
IBITIshares Bitcoin Trust97.13%
-Cash2.23%
-Spxw Us 02/20/26 C7100 Index0.54%
-Spxw Us 03/20/26 C7275 Index0.33%
-Spxw Us 03/31/26 C7350 Index0.21%
Top 10 Concentration: 101.06%Report Date: Jan 30, 2026
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Dividend Summary

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Dividend Yield (Current)
69.93%
Frequency
Monthly
Latest Distribution
$1.00
Nov 21, 2025
12M Distributions
8 payments
Total: $6.15

Peer Comparison

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Ranked #••• of •,••• funds
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Peer Avg
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MAXI ETF Overview

MAXI ETF (Simplify Bitcoin Strategy PLUS Income ETF) is managed by Simplify Exchange Traded Funds with $31.7M in net assets. MAXI expense ratio is 1.00%, holding 23 positions across sectors including Financials, Other. Inception date: 2022-09-29.

MAXI performance shows a YTD return of -9.86%. The 1-year return is -42.44%. MAXI dividend yield stands at 69.93%, paid monthly.

MAXI top holdings include Ishares Bitcoin Trust (97.1%), Cash (2.2%), Spxw Us 02/20/26 C7100 Index (0.5%), Spxw Us 03/20/26 C7275 Index (0.3%), Spxw Us 03/31/26 C7350 Index (0.2%). 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
-6.77%
YTD
-9.86%
1 Year
-42.44%
3 Year
+23.26%

Top 10 Holdings (101.1% of portfolio)

#TickerNameSectorWeight
1IBITIshares Bitcoin TrustFinancials97.13%
2-CashOther2.23%
3-Spxw Us 02/20/26 C7100 IndexOther0.54%
4-Spxw Us 03/20/26 C7275 IndexOther0.33%
5-Spxw Us 03/31/26 C7350 IndexOther0.21%
6-Spxw Us 03/20/26 C7360 IndexOther0.17%
7-Spxw Us 04/17/26 C7380 IndexOther0.15%
8-Ndxp Us 02/13/26 P23100 IndexOther0.13%
9-Ndxp Us 02/13/26 P22800 IndexOther0.09%
10-Ibit Us 02/13/26 C50 EquityOther0.08%