MAXI vs WBIF

Comparison between SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF (MAXI, ETF) and WBI BULLBEAR VALUE 3000 ETF (WBIF, ETF).

MAXI vs WBIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAXI(ETF)	WBIF(ETF)
Net Assets	$23M	$24M
Expense Ratio	1.31%	1.65%
Max Drawdown	76.70%	22.95%
Sharpe Ratio	-1.32	1.21
5Y Beta	2.44	0.59
P/E Ratio	N/A	21.47
Forward P/E	N/A	16.65
PEG Ratio	N/A	0.32
5Y Dividends CAGR	N/A	1.86%
5Y EPS CAGR	N/A	17.12%
Debt to Equity	N/A	46.96%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	3.94

Net Assets

MAXI

$23M

Winner

WBIF

$24M

Expense Ratio

Winner

MAXI

1.31%

WBIF

1.65%

Max Drawdown

MAXI

76.70%

Winner

WBIF

22.95%

Sharpe Ratio

MAXI

-1.32

Winner

WBIF

1.21

5Y Beta

MAXI

2.44

Winner

WBIF

0.59

P/E Ratio

MAXI

N/A

WBIF

21.47

Forward P/E

MAXI

N/A

WBIF

16.65

PEG Ratio

MAXI

N/A

WBIF

0.32

5Y Dividends CAGR

MAXI

N/A

WBIF

1.86%

5Y EPS CAGR

MAXI

N/A

WBIF

17.12%

Debt to Equity

MAXI

N/A

WBIF

46.96%

P/S Ratio

MAXI

N/A

WBIF

1.74

P/B Ratio

MAXI

N/A

WBIF

3.94

MAXI vs WBIF - Historical Returns

Returns include dividend reinvestment.

Period	MAXI	WBIF
1 month	+6.24%	+0.35%
3 months	-17.60%	+7.14%
6 months	-34.71%	+10.32%
1 year	-64.47%	+18.78%
5 years(CAGR)	N/A	+2.94%
10 years(CAGR)	N/A	+5.55%
Max(CAGR)	+19.69%	+3.74%

Winner

MAXI

+6.24%

WBIF

+0.35%

MAXI

-17.60%

Winner

WBIF

+7.14%

MAXI

-34.71%

Winner

WBIF

+10.32%

MAXI

-64.47%

Winner

WBIF

+18.78%

5Y(CAGR)

MAXI

N/A

WBIF

+2.94%

10Y(CAGR)

MAXI

N/A

WBIF

+5.55%

Max(CAGR)

Winner

MAXI

+19.69%

WBIF

+3.74%

MAXI vs WBIF - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	MAXI	WBIF
2026	-34.88%	+12.86%
2025	-30.13%	+9.50%
2024	+81.45%	+3.62%
2023	+144.43%	+0.67%
2022	-13.30%	-8.77%
2021	N/A	+17.42%
2020	N/A	-2.86%
2019	N/A	+2.81%
2018	N/A	-4.46%
2017	N/A	+18.86%
2016	N/A	+9.73%
2015	N/A	-4.12%
2014	N/A	-3.11%

MAXI vs WBIF 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 WBIF was -20.28%, occurring on Oct 27, 2023. Recovery took 875 trading sessions.

The current MAXI drawdown is -65.78%. The current WBIF drawdown is -2.18%.

Rank	MAXI	WBIF
#1	-69.53% Aug 13, 2025 - Jun 30, 2026	-20.28% Apr 8, 2022 - Oct 6, 2025
#2	-52.34% Dec 17, 2024 - May 13, 2025	-19.19% Sep 21, 2018 - Apr 5, 2021
#3	-34.70% Mar 13, 2024 - Nov 11, 2024	-14.91% Feb 26, 2015 - Jan 24, 2017
#4	-25.99% Nov 4, 2022 - Jan 17, 2023	-10.28% May 10, 2021 - Apr 8, 2022
#5	-22.90% Jul 13, 2023 - Oct 24, 2023	-9.49% Jan 26, 2018 - Aug 27, 2018
#6	-20.37% Feb 17, 2023 - Mar 14, 2023	-6.64% Nov 25, 2014 - Feb 26, 2015
#7	-18.68% May 22, 2025 - Jul 11, 2025	-6.60% Mar 2, 2026 - Apr 20, 2026
#8	-17.04% Jan 8, 2024 - Feb 12, 2024	-6.19% Sep 5, 2014 - Nov 21, 2014
#9	-16.38% Apr 13, 2023 - Jun 22, 2023	-5.79% Oct 8, 2025 - Jan 15, 2026
#10	-12.58% Jul 14, 2025 - Aug 13, 2025	-3.82% Jul 20, 2017 - Oct 3, 2017
#11	-9.90% Nov 22, 2024 - Dec 6, 2024	-3.80% Apr 26, 2017 - Jun 1, 2017
#12	-9.86% Mar 4, 2024 - Mar 8, 2024	-2.73% Apr 21, 2026 - May 22, 2026
#13	-9.58% Feb 2, 2023 - Feb 15, 2023	-2.58% Jun 2, 2026 - Jun 12, 2026
#14	-8.62% Dec 8, 2023 - Jan 2, 2024	-2.55% Mar 15, 2017 - Apr 26, 2017
#15	-7.54% Dec 6, 2024 - Dec 16, 2024	-2.18% Jul 16, 2026 - Jul 23, 2026

Correlation

Correlation between MAXI and WBIF is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2014 - 2026)

MAXI vs WBIF dividend yield comparison.

Year	MAXI	WBIF
2026	4.08%	0.00%
2025	49.00%	0.14%
2024	32.06%	1.17%
2023	29.63%	0.81%
2022	4.43%	0.96%
2021	0.00%	2.59%
2020	0.00%	0.09%
2019	0.00%	1.04%
2018	0.00%	0.77%
2017	0.00%	0.75%
2016	0.00%	0.67%
2015	0.00%	0.86%
2014	0.00%	0.17%