MRNY vs. XXV

Last updated Aug 5, 2026

MRNY (YieldMax MRNA Option Income Strategy ETF) and XXV (Simplify Ancorato Target 25 Distribution ETF) are both Derivative Income funds. Both are actively managed. Their 0.39 correlation means their historical movements had little consistent relationship. MRNY charges 0.99%/yr vs 0.85%/yr for XXV.

Performance

MRNY vs. XXV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax MRNA Option Income Strategy ETF (MRNY) and Simplify Ancorato Target 25 Distribution ETF (XXV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MRNY achieves a 67.49% return, which is significantly higher than XXV's 7.41% return.

MRNY

• 1D: 2.95%
• 1M: -23.09%
• 6M: 24.37%
• YTD: 67.49%
• 1Y: 66.65%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: -21.08%

XXV

• 1D: 4.76%
• 1M: 1.26%
• 6M: 6.71%
• YTD: 7.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MRNY YieldMax MRNA Option Income Strategy ETF	$2.18M	$3.51M	$3.17M
XXV Simplify Ancorato Target 25 Distribution ETF	$648.86K	$516.75K	$772.49K

MRNY vs. XXV - Yearly Performance Comparison

	2026 (YTD)	2025
MRNY YieldMax MRNA Option Income Strategy ETF	67.49%	8.07%
XXV Simplify Ancorato Target 25 Distribution ETF	7.41%	4.06%

Correlation

The correlation between MRNY and XXV is 0.39, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.39

Return for Risk

MRNY vs. XXV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MRNY

MRNY Risk / Return Rank: 50
MRNY Sharpe Ratio Rank: 45
MRNY Sortino Ratio Rank: 50
MRNY Omega Ratio Rank: 46
MRNY Calmar Ratio Rank: 58
MRNY Martin Ratio Rank: 52

XXV

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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 ratio: Return per unit of total volatility	1.27	—	—
Sortino ratio: Return per unit of downside risk	2.02	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	2.32	—	—
Martin ratio: Return relative to average drawdown	6.66	—	—

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.

Drawdown Indicators

	MRNY	XXV	Difference
Max Drawdown Largest peak-to-trough decline	-82.15%	-8.90%	-73.25%
Max Drawdown (1Y) Largest decline over 1 year	-28.84%	—	—
Current Drawdown Current decline from peak	-64.74%	0.00%	-64.74%
Average Drawdown Average peak-to-trough decline	-53.22%	-2.21%	-51.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.03%	—	—

Volatility

Volatility by Period

	MRNY	XXV	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.84%	—	—
Volatility (6M) Calculated over the trailing 6-month period	36.23%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	52.67%	14.97%	+37.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.51%	14.97%	+36.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	51.51%	14.97%	+36.54%

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 97.50%, more than XXV's 17.04% yield.

Position	TTM	2025	2024	2023
MRNY YieldMax MRNA Option Income Strategy ETF	97.50%	145.98%	178.49%	1.75%
XXV Simplify Ancorato Target 25 Distribution ETF	17.04%	2.36%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MRNY and XXV in my portfolio?

MRNY and XXV have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MRNY or XXV?

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.

Which ETF is cheaper, MRNY or XXV?

XXV is cheaper with a 0.85% expense ratio, compared with 0.99% for MRNY.

Which ETF pays a higher dividend yield, MRNY or XXV?

MRNY has the higher dividend yield at 97.50%, compared with 17.04% for XXV.

What is the main difference between MRNY and XXV?

They also come from different issuers: YieldMax and Simplify. Their fees differ too: 0.99% for MRNY and 0.85% for XXV.