MAXI vs. GBTC

In the year-to-date period, MAXI achieves a 32.85% return, which is significantly higher than GBTC's 18.51% return.

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This table presents a comparison of risk-adjusted performance metrics for Simplify Bitcoin Strategy PLUS Income ETF (MAXI) and Grayscale Bitcoin Trust (BTC) (GBTC). 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.

The current MAXI Sharpe Ratio is 0.81, which is comparable to the GBTC Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of MAXI and GBTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MAXI's dividend yield for the trailing twelve months is around 24.89%, while GBTC has not paid dividends to shareholders.

The maximum MAXI drawdown since its inception was -52.48%, smaller than the maximum GBTC drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for MAXI and GBTC. For additional features, visit the drawdowns tool.

Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a higher volatility of 15.31% compared to Grayscale Bitcoin Trust (BTC) (GBTC) at 8.26%. This indicates that MAXI's price experiences larger fluctuations and is considered to be riskier than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.