IIGD vs MAXI
Comparison between INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF) and SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF (MAXI, ETF).
IIGD vs MAXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IIGD
$31M
Winner
MAXI
$31M
Expense Ratio
Winner
IIGD
0.13%
MAXI
1.31%
Max Drawdown
Winner
IIGD
15.67%
MAXI
75.97%
Sharpe Ratio
Winner
IIGD
0.16
MAXI
-1.25
5Y Beta
Winner
IIGD
0.03
MAXI
2.41
5Y Dividends CAGR
IIGD
7.54%
MAXI
N/A
IIGD vs MAXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IIGD
+0.55%
MAXI
-17.33%
3M
Winner
IIGD
+0.44%
MAXI
-11.83%
6M
Winner
IIGD
+0.76%
MAXI
-32.25%
1Y
Winner
IIGD
+4.24%
MAXI
-59.22%
5Y(CAGR)
IIGD
+1.65%
MAXI
N/A
Max(CAGR)
IIGD
+2.85%
Winner
MAXI
+20.33%
IIGD vs MAXI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IIGD | MAXI |
|---|---|---|
| 2026 | +0.46% | -34.81% |
| 2025 | +7.08% | -30.13% |
| 2024 | +4.25% | +81.45% |
| 2023 | +5.54% | +144.43% |
| 2022 | -7.06% | -13.30% |
| 2021 | -1.31% | N/A |
| 2020 | +6.26% | N/A |
| 2019 | +7.32% | N/A |
| 2018 | +0.86% | N/A |
IIGD vs MAXI Drawdown Comparison
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The maximum drawdown for MAXI was -68.87%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current IIGD drawdown is -0.59%. The current MAXI drawdown is -65.74%.
| Rank | IIGD | MAXI |
|---|---|---|
| #1 | -11.43% Aug 3, 2021 - Aug 14, 2024 | -68.87% Aug 13, 2025 - Jun 5, 2026 |
| #2 | -8.58% Mar 4, 2020 - Apr 24, 2020 | -52.34% Dec 17, 2024 - May 13, 2025 |
| #3 | -1.97% Sep 24, 2024 - Feb 25, 2025 | -34.70% Mar 13, 2024 - Nov 11, 2024 |
| #4 | -1.67% Feb 27, 2026 - Mar 26, 2026 | -25.99% Nov 4, 2022 - Jan 17, 2023 |
| #5 | -1.65% Dec 31, 2020 - Aug 2, 2021 | -22.90% Jul 13, 2023 - Oct 24, 2023 |
| #6 | -1.59% Apr 3, 2025 - Apr 25, 2025 | -20.37% Feb 17, 2023 - Mar 14, 2023 |
| #7 | -1.33% Sep 3, 2019 - Oct 2, 2019 | -18.68% May 22, 2025 - Jul 11, 2025 |
| #8 | -0.94% Oct 3, 2019 - Jan 21, 2020 | -17.04% Jan 8, 2024 - Feb 12, 2024 |
| #9 | -0.87% Apr 30, 2025 - May 30, 2025 | -16.38% Apr 13, 2023 - Jun 22, 2023 |
| #10 | -0.80% Aug 4, 2020 - Dec 24, 2020 | -12.58% Jul 14, 2025 - Aug 13, 2025 |
| #11 | -0.58% Oct 22, 2018 - Dec 14, 2018 | -9.90% Nov 22, 2024 - Dec 6, 2024 |
| #12 | -0.55% Jun 2, 2020 - Jun 18, 2020 | -9.86% Mar 4, 2024 - Mar 8, 2024 |
| #13 | -0.55% Jun 30, 2025 - Jul 22, 2025 | -9.58% Feb 2, 2023 - Feb 15, 2023 |
| #14 | -0.55% Mar 28, 2019 - May 7, 2019 | -8.62% Dec 8, 2023 - Jan 2, 2024 |
| #15 | -0.52% Oct 21, 2025 - Nov 24, 2025 | -7.54% Dec 6, 2024 - Dec 16, 2024 |
Correlation
Correlation between IIGD and MAXI is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2018 - 2026)
IIGD vs MAXI dividend yield comparison.
| Year | IIGD | MAXI |
|---|---|---|
| 2026 | 1.74% | 3.19% |
| 2025 | 4.25% | 49.00% |
| 2024 | 4.13% | 32.06% |
| 2023 | 3.74% | 29.63% |
| 2022 | 1.73% | 4.43% |
| 2021 | 1.77% | 0.00% |
| 2020 | 3.21% | 0.00% |
| 2019 | 2.44% | 0.00% |
| 2018 | 1.23% | 0.00% |
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