MAXI vs FTXG

Comparison between SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF (MAXI, ETF) and FIRST TRUST NASDAQ FOOD & BEVERAGE ETF (FTXG, ETF).

MAXI vs FTXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAXI(ETF)	FTXG(ETF)
Net Assets	$23M	$23M
Expense Ratio	1.31%	0.60%
Max Drawdown	76.70%	31.52%
Sharpe Ratio	-1.22	0.12
5Y Beta	2.42	0.17
P/E Ratio	N/A	36.72
Forward P/E	N/A	16.61
PEG Ratio	N/A	0.34
5Y Dividends CAGR	N/A	12.72%
5Y EPS CAGR	N/A	6.19%
Debt to Equity	N/A	27.01%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	2.05

Net Assets

MAXI

$23M

FTXG

$23M

Expense Ratio

MAXI

1.31%

Winner

FTXG

0.60%

Max Drawdown

MAXI

76.70%

Winner

FTXG

31.52%

Sharpe Ratio

MAXI

-1.22

Winner

FTXG

0.12

5Y Beta

MAXI

2.42

Winner

FTXG

0.17

P/E Ratio

MAXI

N/A

FTXG

36.72

Forward P/E

MAXI

N/A

FTXG

16.61

PEG Ratio

MAXI

N/A

FTXG

0.34

5Y Dividends CAGR

MAXI

N/A

FTXG

12.72%

5Y EPS CAGR

MAXI

N/A

FTXG

6.19%

Debt to Equity

MAXI

N/A

FTXG

27.01%

P/S Ratio

MAXI

N/A

FTXG

1.07

P/B Ratio

MAXI

N/A

FTXG

2.05

MAXI vs FTXG - Historical Returns

Returns include dividend reinvestment.

Period	MAXI	FTXG
1 month	+10.01%	+5.07%
3 months	-6.82%	+5.18%
6 months	-31.16%	+5.13%
1 year	-61.36%	+5.10%
5 years(CAGR)	N/A	+0.80%
10 years(CAGR)	N/A	+3.43%
Max(CAGR)	+21.47%	+3.43%

Winner

MAXI

+10.01%

FTXG

+5.07%

MAXI

-6.82%

Winner

FTXG

+5.18%

MAXI

-31.16%

Winner

FTXG

+5.13%

MAXI

-61.36%

Winner

FTXG

+5.10%

5Y(CAGR)

MAXI

N/A

FTXG

+0.80%

10Y(CAGR)

MAXI

N/A

FTXG

+3.43%

Max(CAGR)

Winner

MAXI

+21.47%

FTXG

+3.43%

MAXI vs FTXG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MAXI	FTXG
2026	-31.18%	+10.24%
2025	-30.13%	-6.40%
2024	+81.45%	-4.22%
2023	+144.43%	-4.82%
2022	-13.30%	+6.34%
2021	N/A	+14.18%
2020	N/A	+6.81%
2019	N/A	+24.04%
2018	N/A	-12.38%
2017	N/A	+5.14%
2016	N/A	+0.17%

MAXI vs FTXG Drawdown Comparison

The maximum drawdown for MAXI was -69.53%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for FTXG was -31.52%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.

The current MAXI drawdown is -63.83%. The current FTXG drawdown is -11.29%.

Rank	MAXI	FTXG
#1	-69.53% Aug 13, 2025 - Jun 30, 2026	-31.52% Jan 17, 2020 - Oct 16, 2020
#2	-52.34% Dec 17, 2024 - May 13, 2025	-21.68% Apr 20, 2022 - Oct 12, 2023
#3	-34.70% Mar 13, 2024 - Nov 11, 2024	-16.72% Jan 26, 2018 - May 17, 2019
#4	-25.99% Nov 4, 2022 - Jan 17, 2023	-11.69% Mar 31, 2021 - Jan 14, 2022
#5	-22.90% Jul 13, 2023 - Oct 24, 2023	-6.29% May 17, 2019 - Aug 1, 2019
#6	-20.37% Feb 17, 2023 - Mar 14, 2023	-6.25% Nov 8, 2016 - Feb 13, 2017
#7	-18.68% May 22, 2025 - Jul 11, 2025	-6.00% Mar 17, 2017 - Dec 1, 2017
#8	-17.04% Jan 8, 2024 - Feb 12, 2024	-5.20% Feb 18, 2021 - Mar 9, 2021
#9	-16.38% Apr 13, 2023 - Jun 22, 2023	-5.03% Mar 3, 2022 - Mar 25, 2022
#10	-12.58% Jul 14, 2025 - Aug 13, 2025	-5.03% Oct 23, 2020 - Nov 11, 2020
#11	-9.90% Nov 22, 2024 - Dec 6, 2024	-4.69% Mar 12, 2021 - Mar 30, 2021
#12	-9.86% Mar 4, 2024 - Mar 8, 2024	-4.06% Jan 14, 2022 - Mar 3, 2022
#13	-9.58% Feb 2, 2023 - Feb 15, 2023	-3.70% Jan 26, 2021 - Feb 8, 2021
#14	-8.62% Dec 8, 2023 - Jan 2, 2024	-3.44% Aug 1, 2019 - Aug 19, 2019
#15	-7.54% Dec 6, 2024 - Dec 16, 2024	-3.38% Sep 18, 2019 - Dec 2, 2019

Correlation

Correlation between MAXI and FTXG is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101

Dividend Comparison (2016 - 2026)

MAXI vs FTXG dividend yield comparison.

Year	MAXI	FTXG
2026	3.86%	0.96%
2025	49.00%	2.93%
2024	32.06%	2.75%
2023	29.63%	4.27%
2022	4.43%	1.50%
2021	0.00%	1.52%
2020	0.00%	1.35%
2019	0.00%	1.25%
2018	0.00%	1.37%
2017	0.00%	1.56%
2016	0.00%	0.30%