Simplify Bitcoin Strategy PLUS Income ETF (MAXI)
| Assets | $51.95M |
| Expense Ratio | 6.10% |
| PE Ratio | n/a |
| Shares Out | 1.68M |
| Dividend (ttm) | $9.17 |
| Dividend Yield | 30.03% |
| Ex-Dividend Date | Jul 28, 2025 |
| Payout Frequency | Monthly |
| Payout Ratio | n/a |
| Volume | 30,054 |
| Open | 31.03 |
| Previous Close | 31.17 |
| Day's Range | 30.02 - 31.32 |
| 52-Week Low | 13.82 |
| 52-Week High | 36.34 |
| Beta | 1.72 |
| Holdings | 32 |
| Inception Date | Sep 29, 2022 |
About MAXI
Fund Home PageThe Simplify Bitcoin Strategy PLUS Income ETF (MAXI) is an exchange-traded fund that mostly invests in long btc, short usd currency. The fund is actively managed, aiming to provide capital appreciation and income. The fund holds long Bitcoin futures, short-term debt instruments, and near-term equity index put or call spreads MAXI was launched on Sep 29, 2022 and is issued by Simplify.
Top 10 Holdings
146.01% of assets| Name | Symbol | Weight |
|---|---|---|
| CME Bitcoin Fut Aug25 | BTCQ5.Curncy | 45.09% |
| iShares Bitcoin Trust ETF | IBIT | 39.03% |
| B 10/28/25 Govt | B.0 10.28.25 | 29.26% |
| IBIT US 08/15/25 C53 Equity | IBIT.0815/25 C53 Equity | 13.81% |
| B 08/26/25 Govt | B.0 08.26.25 | 7.66% |
| B 09/30/25 Govt | XIB.0 09.30.25 | 5.72% |
| Cash | Cash | 4.22% |
| SPXW US 08/15/25 C6450 Index | SPXW.US 0815/25 C6450 Index | 1.03% |
| SPXW US 08/01/25 P6250 Index | SPXW.US 0801/25 P6250 Index | 0.11% |
| SPXW US 08/15/25 C6650 Index | SPXW.US 0815/25 C6650 Index | 0.09% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jul 28, 2025 | $1.000 | Jul 31, 2025 |
| Jun 25, 2025 | $0.350 | Jun 30, 2025 |
| May 27, 2025 | $0.500 | May 30, 2025 |
| Apr 25, 2025 | $0.300 | Apr 30, 2025 |
| Mar 26, 2025 | $0.100 | Mar 31, 2025 |
| Feb 25, 2025 | $0.100 | Feb 28, 2025 |
Performance
MAXI had a total return of 62.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 77.68%.
News
30 April Ideal "Safer" Monthly Paying Dividend Stocks And 80 Funds
Investing $1,000 in top-yielding MoPay stocks can yield significant returns, with estimated gains of 21.06% to 40.99% by April 2026. MoPay stocks are affordable but come with higher volatility and ris...
MAXI: Long Bitcoin With A 32% Yield
I aim to build the perfect portfolio and believe Bitcoin deserves a small allocation for its potential returns. The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) fills my needs when it comes to wan...
January's 83 Monthly Paid Dividend Stocks And 80 Funds
Imagine stocks or funds that pay-out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst awaiting money is reduced by 300%, or more!. These Janu...
Here are the top-performing ETFs in first half of 2023 as crypto-related funds soar
Hello! This week's ETF Wrap looks at top performers in the first half of 2023, as well as flows, as stocks rally and crypto-related funds jump so far this year.
Simplify Launches Innovative ETF Combining Income Generation With Bitcoin
NEW YORK--(BUSINESS WIRE)--Simplify launches Simplify Bitcoin Strategy PLUS Income ETF (MAXI), first ETF to provide exposure to bitcoin while generating income