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MAXI vs. XSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MAXI vs. XSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Bitcoin Strategy PLUS Income ETF (MAXI) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

MAXI is traded in USD, while XSB.TO is traded in CAD. To make them comparable, the XSB.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, MAXI achieves a -35.37% return, which is significantly lower than XSB.TO's -0.83% return.


MAXI

1D
-0.01%
1M
-24.38%
YTD
-35.37%
6M
-40.13%
1Y
-60.40%
3Y*
12.05%
5Y*
10Y*

XSB.TO

1D
-0.18%
1M
-1.11%
YTD
-0.83%
6M
-0.03%
1Y
0.52%
3Y*
3.42%
5Y*
-0.85%
10Y*
1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MAXI vs. XSB.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
MAXI
Simplify Bitcoin Strategy PLUS Income ETF
-35.37%-28.59%92.92%144.12%-13.34%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
-0.83%8.66%-2.39%7.22%1.52%

Correlation

The correlation between MAXI and XSB.TO is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2022

0.01

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Return for Risk

MAXI vs. XSB.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MAXI
MAXI Risk / Return Rank: 22
Overall Rank
MAXI Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MAXI Sortino Ratio Rank: 11
Sortino Ratio Rank
MAXI Omega Ratio Rank: 22
Omega Ratio Rank
MAXI Calmar Ratio Rank: 11
Calmar Ratio Rank
MAXI Martin Ratio Rank: 22
Martin Ratio Rank

XSB.TO
XSB.TO Risk / Return Rank: 5454
Overall Rank
XSB.TO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XSB.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
XSB.TO Omega Ratio Rank: 6060
Omega Ratio Rank
XSB.TO Calmar Ratio Rank: 5050
Calmar Ratio Rank
XSB.TO Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MAXI vs. XSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Bitcoin Strategy PLUS Income ETF (MAXI) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). 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.


MAXIXSB.TODifference
Sharpe ratioReturn per unit of total volatility

-1.16

Sortino ratioReturn per unit of downside risk

-1.89

Omega ratioGain probability vs. loss probability

0.83

1.04

-0.21

Calmar ratioReturn relative to maximum drawdown

-0.90

0.28

-1.18

Martin ratioReturn relative to average drawdown

-1.40

0.67

-2.08

MAXI vs. XSB.TO - Sharpe Ratio Comparison

The current MAXI Sharpe Ratio is -0.95, which is lower than the XSB.TO Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of MAXI and XSB.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MAXI vs. XSB.TO - Drawdown Comparison

The maximum MAXI drawdown since its inception was -68.91%, which is greater than XSB.TO's maximum drawdown of -28.27%. Use the drawdown chart below to compare losses from any high point for MAXI and XSB.TO.


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Drawdown Indicators


MAXIXSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-68.91%

-28.27%

-40.64%

Max Drawdown (1Y)

Largest decline over 1 year

-68.91%

-3.40%

-65.51%

Max Drawdown (3Y)

Largest decline over 3 years

-68.91%

-7.05%

-61.86%

Max Drawdown (5Y)

Largest decline over 5 years

-17.85%

Max Drawdown (10Y)

Largest decline over 10 years

-18.49%

Current Drawdown

Current decline from peak

-67.24%

-8.46%

-58.78%

Average Drawdown

Average peak-to-trough decline

-19.09%

-11.08%

-8.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.17%

1.43%

+42.74%

Volatility

MAXI vs. XSB.TO - Volatility Comparison

Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a higher volatility of 13.26% compared to iShares Core Canadian Short Term Bond Index ETF (XSB.TO) at 1.18%. This indicates that MAXI's price experiences larger fluctuations and is considered to be riskier than XSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAXIXSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.26%

1.18%

+12.08%

Volatility (6M)

Calculated over the trailing 6-month period

45.02%

3.67%

+41.35%

Volatility (1Y)

Calculated over the trailing 1-year period

65.30%

4.74%

+60.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.71%

6.84%

+56.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.71%

7.24%

+56.47%

MAXI vs. XSB.TO - Expense Ratio Comparison

MAXI has a 0.97% expense ratio, which is higher than XSB.TO's 0.10% expense ratio.


Dividends

MAXI vs. XSB.TO - Dividend Comparison

MAXI's dividend yield for the trailing twelve months is around 68.29%, more than XSB.TO's 3.10% yield.


PositionTTM20252024202320222021202020192018201720162015
MAXI
Simplify Bitcoin Strategy PLUS Income ETF
68.29%49.00%32.06%29.63%4.43%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
3.10%3.15%3.05%2.67%2.28%2.05%2.21%2.39%2.39%2.36%2.36%2.50%

Frequently Asked Questions


MAXI and XSB.TO have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSB.TO is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSB.TO is cheaper with a 0.10% expense ratio, compared with 0.97% for MAXI.

MAXI is categorized as Cryptocurrency, while XSB.TO is Canadian Government Bonds. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.97% for MAXI and 0.10% for XSB.TO.

Portfolio Optimizer

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