MRNY vs. XXV
MRNY (YieldMax MRNA Option Income Strategy ETF) and XXV (Simplify Ancorato Target 25 Distribution ETF) are both Derivative Income funds. Both are actively managed. At a 0.32 correlation, their price movements are largely independent. MRNY charges 0.99%/yr vs 0.85%/yr for XXV.
Performance
MRNY vs. XXV - Performance Comparison
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Returns By Period
In the year-to-date period, MRNY achieves a 73.87% return, which is significantly higher than XXV's 1.44% return.
MRNY
- 1D
- -0.53%
- 1M
- 19.78%
- YTD
- 73.87%
- 6M
- 58.68%
- 1Y
- 67.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV
- 1D
- -1.47%
- 1M
- -1.82%
- YTD
- 1.44%
- 6M
- 0.77%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MRNY vs. XXV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MRNY YieldMax MRNA Option Income Strategy ETF | 73.87% | 8.07% |
XXV Simplify Ancorato Target 25 Distribution ETF | 1.44% | 4.06% |
Correlation
The correlation between MRNY and XXV is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.32 |
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Return for Risk
MRNY vs. XXV — Risk / Return Rank
MRNY
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MRNY vs. XXV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax MRNA Option Income Strategy ETF (MRNY) and Simplify Ancorato Target 25 Distribution ETF (XXV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MRNY | XXV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | — | — |
| Martin ratioReturn relative to average drawdown | 4.18 | — | — |
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Drawdowns
MRNY vs. XXV - Drawdown Comparison
The maximum MRNY drawdown since its inception was -82.15%, which is greater than XXV's maximum drawdown of -8.90%. Use the drawdown chart below to compare losses from any high point for MRNY and XXV.
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Drawdown Indicators
| MRNY | XXV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.15% | -8.90% | -73.25% |
Max Drawdown (1Y)Largest decline over 1 year | -31.53% | — | — |
Current DrawdownCurrent decline from peak | -63.40% | -4.64% | -58.76% |
Average DrawdownAverage peak-to-trough decline | -52.89% | -2.09% | -50.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.26% | — | — |
Volatility
MRNY vs. XXV - Volatility Comparison
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Volatility by Period
| MRNY | XXV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.79% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 38.77% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 50.99% | 12.76% | +38.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.97% | 12.76% | +38.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.97% | 12.76% | +38.21% |
MRNY vs. XXV - Expense Ratio Comparison
MRNY has a 0.99% expense ratio, which is higher than XXV's 0.85% expense ratio.
Dividends
MRNY vs. XXV - Dividend Comparison
MRNY's dividend yield for the trailing twelve months is around 87.35%, more than XXV's 15.61% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
MRNY YieldMax MRNA Option Income Strategy ETF | 87.35% | 145.98% | 178.49% | 1.75% |
XXV Simplify Ancorato Target 25 Distribution ETF | 15.61% | 2.36% | 0.00% | 0.00% |
Frequently Asked Questions
MRNY and XXV have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XXV is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XXV is cheaper with a 0.85% expense ratio, compared with 0.99% for MRNY.
MRNY has the higher dividend yield at 87.35%, compared with 15.61% for XXV.
They also come from different issuers: YieldMax and Simplify. Their fees differ too: 0.99% for MRNY and 0.85% for XXV.
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