XPAY vs. SVOL
Compare and contrast key facts about Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) and Simplify Volatility Premium ETF (SVOL).
XPAY and SVOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XPAY is an actively managed fund by Roundhill. It was launched on Oct 30, 2024. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XPAY or SVOL.
Correlation
The correlation between XPAY and SVOL is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XPAY vs. SVOL - Performance Comparison
Key characteristics
XPAY:
24.15%
SVOL:
32.64%
XPAY:
-18.20%
SVOL:
-33.50%
XPAY:
-9.78%
SVOL:
-21.74%
Returns By Period
In the year-to-date period, XPAY achieves a -5.94% return, which is significantly higher than SVOL's -17.73% return.
XPAY
-5.94%
-3.16%
N/A
N/A
N/A
N/A
SVOL
-17.73%
-12.46%
-16.86%
-13.93%
N/A
N/A
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XPAY vs. SVOL - Expense Ratio Comparison
XPAY has a 0.49% expense ratio, which is lower than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
XPAY vs. SVOL — Risk-Adjusted Performance Rank
XPAY
SVOL
XPAY vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) and Simplify Volatility Premium ETF (SVOL). 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.
Not enough dataDividends
XPAY vs. SVOL - Dividend Comparison
XPAY's dividend yield for the trailing twelve months is around 11.50%, less than SVOL's 18.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
XPAY Roundhill S&P 500 Target 20 Managed Distribution ETF | 11.50% | 3.40% | 0.00% | 0.00% | 0.00% |
SVOL Simplify Volatility Premium ETF | 18.86% | 16.79% | 16.37% | 18.32% | 4.65% |
Drawdowns
XPAY vs. SVOL - Drawdown Comparison
The maximum XPAY drawdown since its inception was -18.20%, smaller than the maximum SVOL drawdown of -33.50%. Use the drawdown chart below to compare losses from any high point for XPAY and SVOL. For additional features, visit the drawdowns tool.
Volatility
XPAY vs. SVOL - Volatility Comparison
The current volatility for Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) is 13.94%, while Simplify Volatility Premium ETF (SVOL) has a volatility of 27.47%. This indicates that XPAY experiences smaller price fluctuations and is considered to be less risky than SVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.