XV vs. FIYY
XV (Simplify Target 15 Distribution ETF) and FIYY (GraniteShares YieldBOOST 20Y+ Treasuries ETF) are both Derivative Income funds. Both are actively managed. At a 0.25 correlation, their price movements are largely independent. XV charges 0.75%/yr vs 1.07%/yr for FIYY.
Performance
XV vs. FIYY - Performance Comparison
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Returns By Period
XV
- 1D
- -0.52%
- 1M
- 1.43%
- 6M
- 3.87%
- YTD
- 5.14%
- 1Y
- 11.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIYY
- 1D
- 0.04%
- 1M
- -0.45%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XV vs. FIYY - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XV Simplify Target 15 Distribution ETF | 3.14% |
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF | -1.79% |
Correlation
The correlation between XV and FIYY is 0.25, 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 May 5, 2026 | 0.25 |
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Return for Risk
XV vs. FIYY — Risk / Return Rank
XV
FIYY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XV vs. FIYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Target 15 Distribution ETF (XV) and GraniteShares YieldBOOST 20Y+ Treasuries ETF (FIYY). 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.
| XV | FIYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | — | — |
| Martin ratioReturn relative to average drawdown | 7.81 | — | — |
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Drawdowns
XV vs. FIYY - Drawdown Comparison
The maximum XV drawdown since its inception was -5.73%, which is greater than FIYY's maximum drawdown of -2.51%. Use the drawdown chart below to compare losses from any high point for XV and FIYY.
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Drawdown Indicators
| XV | FIYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.73% | -2.51% | -3.22% |
Max Drawdown (1Y)Largest decline over 1 year | -5.73% | — | — |
Current DrawdownCurrent decline from peak | -0.52% | -1.91% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -0.95% | -1.50% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | — | — |
Volatility
XV vs. FIYY - Volatility Comparison
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Volatility by Period
| XV | FIYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.70% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.92% | 4.95% | +3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.85% | 4.95% | +5.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.85% | 4.95% | +5.90% |
XV vs. FIYY - Expense Ratio Comparison
XV has a 0.75% expense ratio, which is lower than FIYY's 1.07% expense ratio.
Dividends
XV vs. FIYY - Dividend Comparison
XV's dividend yield for the trailing twelve months is around 18.97%, more than FIYY's 1.13% yield.
| Position | TTM | 2025 |
|---|---|---|
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF | 1.13% | 0.00% |
XV Simplify Target 15 Distribution ETF | 18.97% | 13.87% |
Frequently Asked Questions
XV and FIYY have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XV is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XV is cheaper with a 0.75% expense ratio, compared with 1.07% for FIYY.
XV has the higher dividend yield at 18.97%, compared with 1.13% for FIYY.
They also come from different issuers: Simplify and GraniteShares. Their fees differ too: 0.75% for XV and 1.07% for FIYY.
Find the right allocation for XV and FIYY
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