ASGI vs. MAXI
ASGI (Abrdn Global Infrastructure Income Fund) and MAXI (Simplify Bitcoin Strategy PLUS Income ETF) are both funds - ASGI is a Industrials Equities fund managed by Aberdeen, while MAXI is a Cryptocurrency fund actively managed by Simplify. Over the past 3 years, ASGI returned 20.51%/yr vs 10.98%/yr for MAXI. At a 0.20 correlation, their price movements are largely independent. ASGI charges 1.65%/yr vs 1.31%/yr for MAXI.
Performance
ASGI vs. MAXI - Performance Comparison
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Returns By Period
In the year-to-date period, ASGI achieves a 4.04% return, which is significantly higher than MAXI's -35.86% return.
ASGI
- 1D
- 2.12%
- 1M
- -7.85%
- YTD
- 4.04%
- 6M
- 5.99%
- 1Y
- 22.98%
- 3Y*
- 20.51%
- 5Y*
- 11.30%
- 10Y*
- —
MAXI
- 1D
- -1.94%
- 1M
- -19.20%
- YTD
- -35.86%
- 6M
- -37.09%
- 1Y
- -57.63%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
ASGI vs. MAXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ASGI Abrdn Global Infrastructure Income Fund | 4.04% | 44.20% | 10.26% | 14.48% | 10.34% |
MAXI Simplify Bitcoin Strategy PLUS Income ETF | -35.86% | -28.59% | 92.92% | 144.12% | -13.34% |
Correlation
The correlation between ASGI and MAXI is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.20 |
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Return for Risk
ASGI vs. MAXI — Risk / Return Rank
ASGI
MAXI
ASGI vs. MAXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Global Infrastructure Income Fund (ASGI) and Simplify Bitcoin Strategy PLUS Income ETF (MAXI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ASGI | MAXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.18 | ||
| Sortino ratioReturn per unit of downside risk | +3.14 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.85 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 1.62 | -0.85 | +2.47 |
| Martin ratioReturn relative to average drawdown | 5.30 | -1.30 | +6.60 |
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Drawdowns
ASGI vs. MAXI - Drawdown Comparison
The maximum ASGI drawdown since its inception was -23.71%, smaller than the maximum MAXI drawdown of -68.91%. Use the drawdown chart below to compare losses from any high point for ASGI and MAXI.
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Drawdown Indicators
| ASGI | MAXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -68.91% | +45.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -68.91% | +53.76% |
Max Drawdown (3Y)Largest decline over 3 years | -16.24% | -68.91% | +52.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.49% | — | — |
Current DrawdownCurrent decline from peak | -10.10% | -67.49% | +57.39% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -19.30% | +13.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 44.94% | -40.32% |
Volatility
ASGI vs. MAXI - Volatility Comparison
The current volatility for Abrdn Global Infrastructure Income Fund (ASGI) is 6.98%, while Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a volatility of 12.91%. This indicates that ASGI experiences smaller price fluctuations and is considered to be less risky than MAXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASGI | MAXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 12.91% | -5.93% |
Volatility (6M)Calculated over the trailing 6-month period | 17.03% | 44.45% | -27.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 65.18% | -46.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 63.64% | -46.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.52% | 63.64% | -46.12% |
ASGI vs. MAXI - Expense Ratio Comparison
ASGI has a 1.65% expense ratio, which is higher than MAXI's 1.31% expense ratio.
Dividends
ASGI vs. MAXI - Dividend Comparison
ASGI's dividend yield for the trailing twelve months is around 11.68%, less than MAXI's 68.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ASGI Abrdn Global Infrastructure Income Fund | 11.68% | 10.96% | 12.84% | 8.03% | 8.25% | 6.33% | 1.76% |
MAXI Simplify Bitcoin Strategy PLUS Income ETF | 68.81% | 49.00% | 32.06% | 29.63% | 4.43% | 0.00% | 0.00% |
Frequently Asked Questions
ASGI and MAXI have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAXI has higher volatility (12.91%) compared to ASGI (6.98%). In terms of maximum drawdown, ASGI dropped -23.71% vs MAXI's -68.91%.
ASGI currently has the higher Sharpe Ratio (1.28 vs -0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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