O vs. MAXI
O (Realty Income Corporation) is a stock, while MAXI (Simplify Bitcoin Strategy PLUS Income ETF) is Cryptocurrency fund actively managed by Simplify. Over the past 3 years, O returned 5.05%/yr vs 10.98%/yr for MAXI. At a 0.08 correlation, their price movements are largely independent.
Performance
O vs. MAXI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, O achieves a 9.20% return, which is significantly higher than MAXI's -35.86% return.
O
- 1D
- -0.54%
- 1M
- -2.44%
- YTD
- 9.20%
- 6M
- 9.80%
- 1Y
- 11.23%
- 3Y*
- 5.05%
- 5Y*
- 3.72%
- 10Y*
- 4.56%
MAXI
- 1D
- -1.94%
- 1M
- -19.20%
- YTD
- -35.86%
- 6M
- -37.09%
- 1Y
- -57.63%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
O vs. MAXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
O Realty Income Corporation | 9.20% | 12.20% | -2.11% | -4.55% | 11.24% |
MAXI Simplify Bitcoin Strategy PLUS Income ETF | -35.86% | -28.59% | 92.92% | 144.12% | -13.34% |
Correlation
The correlation between O and MAXI 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 | 0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.08 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
O vs. MAXI — Risk / Return Rank
O
MAXI
O vs. MAXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Realty Income Corporation (O) 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.
| O | MAXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.32 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.85 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | -0.85 | +1.79 |
| Martin ratioReturn relative to average drawdown | 2.23 | -1.30 | +3.53 |
Loading charts...
Drawdowns
O vs. MAXI - Drawdown Comparison
The maximum O drawdown since its inception was -48.45%, smaller than the maximum MAXI drawdown of -68.91%. Use the drawdown chart below to compare losses from any high point for O and MAXI.
Loading charts...
Drawdown Indicators
| O | MAXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -68.91% | +20.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -68.91% | +57.81% |
Max Drawdown (3Y)Largest decline over 3 years | -26.49% | -68.91% | +42.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.48% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.28% | — | — |
Current DrawdownCurrent decline from peak | -9.66% | -67.49% | +57.83% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -19.30% | +10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 44.94% | -40.24% |
Volatility
O vs. MAXI - Volatility Comparison
The current volatility for Realty Income Corporation (O) is 5.70%, while Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a volatility of 12.91%. This indicates that O 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.
Loading charts...
Volatility by Period
| O | MAXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 12.91% | -7.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 44.45% | -32.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 65.18% | -48.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 63.64% | -44.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.65% | 63.64% | -37.99% |
Dividends
O vs. MAXI - Dividend Comparison
O's dividend yield for the trailing twelve months is around 5.37%, less than MAXI's 68.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | 68.81% | 49.00% | 32.06% | 29.63% | 4.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.37% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Frequently Asked Questions
O and MAXI 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.
MAXI has higher volatility (12.91%) compared to O (5.70%). In terms of maximum drawdown, O dropped -48.45% vs MAXI's -68.91%.
O currently has the higher Sharpe Ratio (0.64 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.
Find the right allocation for O and MAXI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer