XXV vs. COSW

Last updated Apr 3, 2026

Compare and contrast key facts about Simplify Ancorato Target 25 Distribution ETF (XXV) and Roundhill COST WeeklyPay ETF (COSW).

XXV and COSW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XXV is an actively managed fund by Simplify. It was launched on Nov 17, 2025. COSW is an actively managed fund by Roundhill. It was launched on Oct 23, 2025.

Performance

XXV vs. COSW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and Roundhill COST WeeklyPay ETF (COSW). The values are adjusted to include any dividend payments, if applicable.

XXV vs. COSW - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	-4.23%	4.10%
COSW Roundhill COST WeeklyPay ETF	19.84%	-5.17%

Returns By Period

In the year-to-date period, XXV achieves a -4.23% return, which is significantly lower than COSW's 19.84% return.

XXV

• 1D: 0.10%
• 1M: -2.44%
• YTD: -4.23%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

COSW

• 1D: 1.68%
• 1M: 0.08%
• YTD: 19.84%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XXV vs. COSW - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is lower than COSW's 0.99% expense ratio.

COSW

Roundhill COST WeeklyPay ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Return for Risk

XXV vs. COSW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Roundhill COST WeeklyPay ETF (COSW). 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.

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

Sharpe Ratios by Period

	XXV	COSW	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.06	0.67	-0.73

Correlation

The correlation between XXV and COSW is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

XXV vs. COSW - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 9.27%, less than COSW's 11.99% yield.

	TTM	2025
XXV Simplify Ancorato Target 25 Distribution ETF	9.27%	2.36%
COSW Roundhill COST WeeklyPay ETF	11.99%	4.96%

Drawdowns

XXV vs. COSW - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum COSW drawdown of -12.17%. Use the drawdown chart below to compare losses from any high point for XXV and COSW.

Drawdown Indicators

	XXV	COSW	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-12.17%	+3.27%
Current Drawdown Current decline from peak	-6.18%	-1.10%	-5.08%
Average Drawdown Average peak-to-trough decline	-2.16%	-4.01%	+1.85%

Volatility

Volatility by Period

	XXV	COSW	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.84%	25.26%	-12.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.84%	25.26%	-12.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.84%	25.26%	-12.42%