CAAA vs MAXI
Comparison between FIRST TRUST AAA CMBS ETF (CAAA, ETF) and SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF (MAXI, ETF).
CAAA vs MAXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAAA
$33M
Winner
MAXI
$33M
Expense Ratio
Winner
CAAA
0.30%
MAXI
1.31%
Max Drawdown
Winner
CAAA
3.67%
MAXI
75.97%
Sharpe Ratio
Winner
CAAA
0.35
MAXI
-1.24
5Y Beta
Winner
CAAA
0.02
MAXI
2.42
CAAA vs MAXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAAA
-0.29%
MAXI
-29.03%
3M
Winner
CAAA
-0.24%
MAXI
-17.91%
6M
Winner
CAAA
+0.58%
MAXI
-43.66%
1Y
Winner
CAAA
+4.86%
MAXI
-60.69%
Max(CAGR)
CAAA
+5.74%
Winner
MAXI
+17.40%
CAAA vs MAXI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CAAA | MAXI |
|---|---|---|
| 2026 | +0.41% | -40.77% |
| 2025 | +7.92% | -30.13% |
| 2024 | +4.65% | +81.45% |
| 2023 | N/A | +144.43% |
| 2022 | N/A | -13.30% |
CAAA vs MAXI Drawdown Comparison
The maximum drawdown for CAAA was -2.24%, occurring on Nov 13, 2024. Recovery took 107 trading sessions.
The maximum drawdown for MAXI was -68.87%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current CAAA drawdown is -1.21%. The current MAXI drawdown is -68.87%.
| Rank | CAAA | MAXI |
|---|---|---|
| #1 | -2.24% Sep 17, 2024 - Feb 21, 2025 | -68.87% Aug 13, 2025 - Jun 5, 2026 |
| #2 | -2.08% Feb 17, 2026 - Mar 27, 2026 | -52.34% Dec 17, 2024 - May 13, 2025 |
| #3 | -1.63% Mar 27, 2024 - Jun 3, 2024 | -34.70% Mar 13, 2024 - Nov 11, 2024 |
| #4 | -1.47% Apr 4, 2025 - Apr 28, 2025 | -25.99% Nov 4, 2022 - Jan 17, 2023 |
| #5 | -1.01% Sep 15, 2025 - Oct 27, 2025 | -22.90% Jul 13, 2023 - Oct 24, 2023 |
| #6 | -0.97% May 1, 2025 - Jun 4, 2025 | -20.37% Feb 17, 2023 - Mar 14, 2023 |
| #7 | -0.90% Aug 5, 2024 - Aug 21, 2024 | -18.68% May 22, 2025 - Jul 11, 2025 |
| #8 | -0.83% Nov 28, 2025 - Jan 12, 2026 | -17.04% Jan 8, 2024 - Feb 12, 2024 |
| #9 | -0.83% Jun 30, 2025 - Aug 1, 2025 | -16.38% Apr 13, 2023 - Jun 22, 2023 |
| #10 | -0.79% Mar 8, 2024 - Mar 27, 2024 | -12.58% Jul 14, 2025 - Aug 13, 2025 |
| #11 | -0.72% Jun 18, 2024 - Jul 5, 2024 | -9.90% Nov 22, 2024 - Dec 6, 2024 |
| #12 | -0.62% Jun 6, 2024 - Jun 13, 2024 | -9.86% Mar 4, 2024 - Mar 8, 2024 |
| #13 | -0.59% Jul 16, 2024 - Jul 31, 2024 | -9.58% Feb 2, 2023 - Feb 15, 2023 |
| #14 | -0.56% Jan 12, 2026 - Feb 5, 2026 | -8.62% Dec 8, 2023 - Jan 2, 2024 |
| #15 | -0.53% Oct 27, 2025 - Nov 18, 2025 | -7.54% Dec 6, 2024 - Dec 16, 2024 |
Correlation
Correlation between CAAA and MAXI is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.14
-101
Dividend Comparison (2022 - 2026)
CAAA vs MAXI dividend yield comparison.
| Year | CAAA | MAXI |
|---|---|---|
| 2026 | 1.86% | 3.51% |
| 2025 | 6.09% | 49.00% |
| 2024 | 4.01% | 32.06% |
| 2023 | 0.00% | 29.63% |
| 2022 | 0.00% | 4.43% |
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