XXV vs. DHS
XXV (Simplify Ancorato Target 25 Distribution ETF) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. XXV is actively managed, while DHS is passively managed. At a correlation of -0.07, they often move in opposite directions. XXV charges 0.85%/yr vs 0.38%/yr for DHS.
Performance
XXV vs. DHS - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 3.48% return, which is significantly lower than DHS's 12.48% return.
XXV
- 1D
- -1.00%
- 1M
- 1.03%
- YTD
- 3.48%
- 6M
- 2.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DHS
- 1D
- -0.11%
- 1M
- -0.29%
- YTD
- 12.48%
- 6M
- 11.78%
- 1Y
- 21.95%
- 3Y*
- 17.53%
- 5Y*
- 11.61%
- 10Y*
- 9.71%
XXV vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 3.48% | 4.06% |
DHS WisdomTree US High Dividend Fund | 12.48% | 2.80% |
Correlation
The correlation between XXV and DHS is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | -0.07 |
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Return for Risk
XXV vs. DHS — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DHS
XXV vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and WisdomTree US High Dividend Fund (DHS). 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.
| XXV | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.50 | — |
| Martin ratioReturn relative to average drawdown | — | 12.69 | — |
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Drawdowns
XXV vs. DHS - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for XXV and DHS.
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Drawdown Indicators
| XXV | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -67.25% | +58.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.30% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.87% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.35% | — |
Current DrawdownCurrent decline from peak | -2.72% | -1.30% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -9.53% | +7.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.74% | — |
Volatility
XXV vs. DHS - Volatility Comparison
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Volatility by Period
| XXV | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.52% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.68% | 10.19% | +2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.68% | 13.88% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.68% | 16.08% | -3.40% |
XXV vs. DHS - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than DHS's 0.38% expense ratio.
Dividends
XXV vs. DHS - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.97%, more than DHS's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.28% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.97% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XXV and DHS have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DHS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DHS is cheaper with a 0.38% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.97%, compared with 3.28% for DHS.
XXV is categorized as Derivative Income, while DHS is Large Cap Value Equities. They also come from different issuers: Simplify and WisdomTree. Their fees differ too: 0.85% for XXV and 0.38% for DHS.
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