XXV vs. ENFR
XXV (Simplify Ancorato Target 25 Distribution ETF) and ENFR (Alerian Energy Infrastructure ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while ENFR is a Energy Equities fund tracking the Alerian Midstream Energy Select Index. XXV is actively managed, while ENFR is passively managed. At a correlation of -0.18, they often move in opposite directions. XXV charges 0.85%/yr vs 0.35%/yr for ENFR.
Performance
XXV vs. ENFR - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than ENFR's 23.07% return.
XXV
- 1D
- -0.91%
- 1M
- 2.06%
- YTD
- 4.52%
- 6M
- 3.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ENFR
- 1D
- 1.01%
- 1M
- -5.94%
- YTD
- 23.07%
- 6M
- 24.76%
- 1Y
- 24.84%
- 3Y*
- 28.26%
- 5Y*
- 19.69%
- 10Y*
- 11.81%
XXV vs. ENFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.06% |
ENFR Alerian Energy Infrastructure ETF | 23.07% | 1.63% |
Correlation
The correlation between XXV and ENFR is -0.18, 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 18, 2025 | -0.18 |
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Return for Risk
XXV vs. ENFR — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ENFR
XXV vs. ENFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Alerian Energy Infrastructure ETF (ENFR). 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 | ENFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.89 | — |
| Martin ratioReturn relative to average drawdown | — | 7.40 | — |
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Drawdowns
XXV vs. ENFR - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum ENFR drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for XXV and ENFR.
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Drawdown Indicators
| XXV | ENFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -68.28% | +59.38% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.64% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.58% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.64% | — |
Current DrawdownCurrent decline from peak | -1.74% | -6.12% | +4.38% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -15.94% | +13.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.36% | — |
Volatility
XXV vs. ENFR - Volatility Comparison
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Volatility by Period
| XXV | ENFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.42% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.57% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 14.82% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 19.24% | -6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.64% | 24.68% | -12.04% |
XXV vs. ENFR - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than ENFR's 0.35% expense ratio.
Dividends
XXV vs. ENFR - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, more than ENFR's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENFR Alerian Energy Infrastructure ETF | 4.08% | 4.77% | 4.41% | 5.48% | 5.23% | 7.86% | 7.57% | 5.81% | 3.98% | 2.98% | 3.31% | 3.34% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.84% | 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 ENFR have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ENFR is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ENFR is cheaper with a 0.35% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.84%, compared with 4.08% for ENFR.
XXV is categorized as Derivative Income, while ENFR is Energy Equities. They also come from different issuers: Simplify and SS&C. Their fees differ too: 0.85% for XXV and 0.35% for ENFR.
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