MAXI
Simplify Bitcoin Strategy PLUS Income ETF·NASDAQ
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Simplify Bitcoin Strategy PLUS Income ETF Fundamentals
Assets Under Management
30.64MUSD
Fund Flows (1Y)
21.17MUSD
Dividend Yield (TTM)
69.17%
Discount/Premium to NAV
-0.04%
Shares Outstanding
3.10M
Expense Ratio
1.00%
Returns
1-Month | 3-Month | YTD | 1-Year | 3-Year | 5-Year | |
|---|---|---|---|---|---|---|
Price Performance | -1.00% | -31.91% | -32.14% | -54.98% | -42.47% | -21.21% |
NAV Total Return | +5.66% | -30.55% | -31.23% | -40.97% | +42.09% | +3.96% |
Ratings
Aime Ratings
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Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis
Top 10 Holdings
Symbol
Ratio
IBIT
iShares Bitcoin Trust ETF
98.64%
Cash
0.69%
IBIT US 03/27/26 C42 Equity
0.50%
SPXW US 06/18/26 C7300 Index
0.15%
SPXW US 04/17/26 C7275 Index
0.01%
SPXW US 04/17/26 C7200 Index
0.01%
SPXW US 04/17/26 C7380 Index
0.00%
SPXW US 03/31/26 C7350 Index
0.00%
Top 10 Weight 100%
8 Total Holdings
Is SPY better than MAXI?
Dividends
Dividend Payout History
Ex-Div Date | Record Date | Payment Date | Amount |
|---|---|---|---|
| 2026-01-27 | 2026-01-27 | 2026-01-30 | 0.100 |
| 2025-12-23 | 2025-12-23 | 2025-12-31 | 0.370 |
| 2025-11-21 | 2025-11-21 | 2025-11-28 | 1.000 |
| 2025-10-28 | 2025-10-28 | 2025-10-31 | 1.000 |
| 2025-09-25 | 2025-09-25 | 2025-09-30 | 1.000 |
| 2025-08-26 | 2025-08-26 | 2025-08-29 | 1.000 |
| 2025-07-28 | 2025-07-28 | 2025-07-31 | 1.000 |
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How Much Does MAXI Pay in Dividends?
Premium/Discount Chart
Assets Under Management
Should I buy MAXI?
Fund Flows
