XXV vs. FIYY

Last updated Jul 12, 2026

XXV (Simplify Ancorato Target 25 Distribution ETF) and FIYY (GraniteShares YieldBOOST 20Y+ Treasuries ETF) are both Derivative Income funds. Both are actively managed. At a 0.37 correlation, their price movements are largely independent. XXV charges 0.85%/yr vs 1.07%/yr for FIYY.

Performance

XXV vs. FIYY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and GraniteShares YieldBOOST 20Y+ Treasuries ETF (FIYY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

XXV

• 1D: -0.34%
• 1M: 0.71%
• 6M: 4.20%
• YTD: 4.69%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FIYY

• 1D: 0.13%
• 1M: -0.57%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XXV vs. FIYY - Yearly Performance Comparison

	2026 (YTD)
XXV Simplify Ancorato Target 25 Distribution ETF	4.11%
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF	-1.94%

Correlation

The correlation between XXV and FIYY is 0.37, 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	0.37

Return for Risk

XXV vs. FIYY - Risk-Adjusted Trends Comparison

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

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

Drawdowns

XXV vs. FIYY - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, which is greater than FIYY's maximum drawdown of -2.51%. Use the drawdown chart below to compare losses from any high point for XXV and FIYY.

Drawdown Indicators

	XXV	FIYY	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-2.51%	-6.39%
Current Drawdown Current decline from peak	-1.65%	-2.07%	+0.42%
Average Drawdown Average peak-to-trough decline	-2.05%	-1.46%	-0.59%

Volatility

Volatility by Period

	XXV	FIYY	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.99%	5.14%	+7.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.99%	5.14%	+7.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.99%	5.14%	+7.85%

XXV vs. FIYY - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is lower than FIYY's 1.07% expense ratio.

Dividends

XXV vs. FIYY - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 15.13%, more than FIYY's 1.13% yield.

Position	TTM	2025
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF	1.13%	0.00%
XXV Simplify Ancorato Target 25 Distribution ETF	15.13%	2.36%

Frequently Asked Questions

Can I hold both XXV and FIYY in my portfolio?

XXV and FIYY have a correlation of 0.37, 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 FIYY?

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 FIYY?

XXV is cheaper with a 0.85% expense ratio, compared with 1.07% for FIYY.

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

XXV has the higher dividend yield at 15.13%, compared with 1.13% for FIYY.

What is the main difference between XXV and FIYY?

They also come from different issuers: Simplify and GraniteShares. Their fees differ too: 0.85% for XXV and 1.07% for FIYY.