MAXI vs SAMM

Comparison between SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF (MAXI, ETF) and STRATEGAS MACRO MOMENTUM ETF (SAMM, ETF).

MAXI vs SAMM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAXI(ETF)	SAMM(ETF)
Net Assets	$31M	$31M
Expense Ratio	1.31%	0.65%
Max Drawdown	75.97%	24.61%
Sharpe Ratio	-1.29	1.09
5Y Beta	2.41	1.02
P/E Ratio	N/A	43.33
Forward P/E	N/A	20.98
PEG Ratio	N/A	-4.76
5Y EPS CAGR	N/A	20.28%
Debt to Equity	N/A	-120.49%
P/S Ratio	N/A	3.46
P/B Ratio	N/A	4.80

Net Assets

MAXI

$31M

Winner

SAMM

$31M

Expense Ratio

MAXI

1.31%

Winner

SAMM

0.65%

Max Drawdown

MAXI

75.97%

Winner

SAMM

24.61%

Sharpe Ratio

MAXI

-1.29

Winner

SAMM

1.09

5Y Beta

MAXI

2.41

Winner

SAMM

1.02

P/E Ratio

MAXI

N/A

SAMM

43.33

Forward P/E

MAXI

N/A

SAMM

20.98

PEG Ratio

MAXI

N/A

SAMM

-4.76

5Y EPS CAGR

MAXI

N/A

SAMM

20.28%

Debt to Equity

MAXI

N/A

SAMM

-120.49%

P/S Ratio

MAXI

N/A

SAMM

3.46

P/B Ratio

MAXI

N/A

SAMM

4.80

MAXI vs SAMM - Historical Returns

Returns include dividend reinvestment.

Period	MAXI	SAMM
1 month	-23.38%	+2.47%
3 months	-9.39%	+10.39%
6 months	-40.13%	+9.34%
1 year	-61.98%	+25.00%
Max(CAGR)	+18.97%	+14.58%

MAXI

-23.38%

Winner

SAMM

+2.47%

MAXI

-9.39%

Winner

SAMM

+10.39%

MAXI

-40.13%

Winner

SAMM

+9.34%

MAXI

-61.98%

Winner

SAMM

+25.00%

Max(CAGR)

Winner

MAXI

+18.97%

SAMM

+14.58%

MAXI vs SAMM - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	MAXI	SAMM
2026	-37.58%	+7.43%
2025	-30.13%	+11.88%
2024	+81.45%	+10.47%
2023	+144.43%	N/A
2022	-13.30%	N/A

MAXI vs SAMM Drawdown Comparison

The maximum drawdown for MAXI was -68.87%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SAMM was -24.08%, occurring on Apr 8, 2025. Recovery took 194 trading sessions.

The current MAXI drawdown is -67.20%. The current SAMM drawdown is -3.76%.

Rank	MAXI	SAMM
#1	-68.87% Aug 13, 2025 - Jun 5, 2026	-24.08% Dec 6, 2024 - Sep 18, 2025
#2	-52.34% Dec 17, 2024 - May 13, 2025	-11.21% Jul 16, 2024 - Sep 19, 2024
#3	-34.70% Mar 13, 2024 - Nov 11, 2024	-8.43% Feb 26, 2026 - Apr 20, 2026
#4	-25.99% Nov 4, 2022 - Jan 17, 2023	-8.29% Jun 2, 2026 - Jun 10, 2026
#5	-22.90% Jul 13, 2023 - Oct 24, 2023	-5.86% Oct 29, 2025 - Nov 28, 2025
#6	-20.37% Feb 17, 2023 - Mar 14, 2023	-5.23% Apr 9, 2024 - May 15, 2024
#7	-18.68% May 22, 2025 - Jul 11, 2025	-4.69% May 6, 2026 - May 26, 2026
#8	-17.04% Jan 8, 2024 - Feb 12, 2024	-4.44% Oct 6, 2025 - Oct 24, 2025
#9	-16.38% Apr 13, 2023 - Jun 22, 2023	-3.65% May 20, 2024 - Jul 12, 2024
#10	-12.58% Jul 14, 2025 - Aug 13, 2025	-3.50% Jan 6, 2026 - Feb 9, 2026
#11	-9.90% Nov 22, 2024 - Dec 6, 2024	-3.38% Oct 18, 2024 - Nov 6, 2024
#12	-9.86% Mar 4, 2024 - Mar 8, 2024	-3.06% Dec 11, 2025 - Dec 22, 2025
#13	-9.58% Feb 2, 2023 - Feb 15, 2023	-2.82% Apr 22, 2026 - May 6, 2026
#14	-8.62% Dec 8, 2023 - Jan 2, 2024	-2.58% Feb 9, 2026 - Feb 24, 2026
#15	-7.54% Dec 6, 2024 - Dec 16, 2024	-2.57% Nov 11, 2024 - Nov 29, 2024

Correlation

Correlation between MAXI and SAMM is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101