MAXI ETF

MAXI ETF
$14.01
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Fund Essentials - as of Sep 14, 2026

Net Assets
$37M
Expense Ratio
1.31%
Dividend Yield (Current)
19.16%
Holdings
29
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+5.03%
1 Year-35.74%
3 Year+24.38%

Asset Allocation

Bonds: 23.19%
Cash: 4.79%
Other: 72.02%
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Top Holdings

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TickerNameWeight
-Cme Bitcoin Fut Sep2655.00%
IBITIshares Bitcoin Trust46.43%
-B 10/27/26 Govt24.91%
-United States Treasury Bills, 3.615%, 11/19/202611.04%
-Cash7.43%
Top 10 Concentration: 154.74%Report Date: Sep 14, 2026
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Dividend Summary

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Dividend Yield (Current)
19.16%
Frequency
Monthly
Latest Distribution
$0.05
Sep 25, 2026
12M Distributions
10 payments
Total: $3.02

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

MAXI ETF Overview

MAXI ETF (Simplify Bitcoin Strategy ETF) is managed by Simplify Exchange Traded Funds with $36.9M in net assets. MAXI expense ratio is 1.31%, holding 29 positions across sectors including Financials. Inception date: 2022-09-29.

MAXI performance shows a YTD return of 5.03%. The 1-year return is -35.74%. MAXI dividend yield stands at 19.16%, paid monthly.

MAXI top holdings include Cme Bitcoin Fut Sep26 (55.0%), Ishares Bitcoin Trust (46.4%), B 10/27/26 Govt (24.9%), United States Treasury Bills, 3.615%, 11/19/2026 (11.0%), Cash (7.4%). Go to all MAXI holdings, MAXI sectors, or MAXI dividends.

MAXI can be compared against other funds. Use MAXI overlap to find shared positions, or MAXI vs another fund for a side-by-side view. MAXI alternatives are available via the screener, along with tax-loss harvesting opportunities.

Compare MAXI

MAXI vs SPYMAXI vs QQQMAXI vs VOOMAXI vs VTIMAXI vs IVVMAXI vs SCHDMAXI vs VYMMAXI vs VXUS
1 Month
+8.59%
YTD
+5.03%
1 Year
-35.74%
3 Year
+24.38%

Top 10 Holdings (net long exposure of 137%)

#TickerNameSectorWeight
1-Cme Bitcoin Fut Sep26Other55.00%
2IBITIshares Bitcoin TrustFinancials46.43%
3-B 10/27/26 GovtOther24.91%
4-United States Treasury Bills, 3.615%, 11/19/2026Other11.04%
5-CashOther7.43%
6-Ibit Us 09/18/26 C40 EquityOther4.60%
7-Ibit Us 10/16/26 C40 EquityOther2.35%
8-Ibit Us 10/16/26 C41 EquityOther1.65%
9-Ibit Us 11/20/26 C50 EquityOther0.88%
10-Ibit Us 11/20/26 C55 EquityOther0.45%