XXV vs. COSW

Last updated Jun 4, 2026

XXV (Simplify Ancorato Target 25 Distribution ETF) and COSW (Roundhill COST WeeklyPay ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.23, they often move in opposite directions. XXV charges 0.85%/yr vs 0.99%/yr for COSW.

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.

Returns By Period

In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than COSW's 12.13% return.

XXV

• 1D: -0.58%
• 1M: 3.95%
• YTD: 4.52%
• 6M: 5.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

COSW

• 1D: 0.92%
• 1M: -6.40%
• YTD: 12.13%
• 6M: 2.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XXV vs. COSW - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	4.52%	4.10%
COSW Roundhill COST WeeklyPay ETF	12.13%	-5.17%

Correlation

The correlation between XXV and COSW is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	-0.23

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	1.38	0.01	+1.37

Drawdowns

XXV vs. COSW - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum COSW drawdown of -16.24%. 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%	-16.24%	+7.34%
Current Drawdown Current decline from peak	-1.74%	-14.62%	+12.88%
Average Drawdown Average peak-to-trough decline	-2.09%	-4.17%	+2.08%

Volatility

Volatility by Period

	XXV	COSW	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.52%	26.10%	-13.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.52%	26.10%	-13.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.52%	26.10%	-13.58%

XXV vs. COSW - Expense Ratio Comparison

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

Dividends

XXV vs. COSW - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 12.84%, less than COSW's 18.13% yield.

Position	TTM	2025
COSW Roundhill COST WeeklyPay ETF	18.13%	4.96%
XXV Simplify Ancorato Target 25 Distribution ETF	12.84%	2.36%

Frequently Asked Questions

Can I hold both XXV and COSW in my portfolio?

XXV and COSW have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XXV or COSW?

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, XXV or COSW?

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

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

COSW has the higher dividend yield at 18.13%, compared with 12.84% for XXV.

What is the main difference between XXV and COSW?

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