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XXV vs. GOOP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XXV vs. GOOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and Kurv Yield Premium Strategy Google ETF (GOOP). The values are adjusted to include any dividend payments, if applicable.

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XXV vs. GOOP - Yearly Performance Comparison


Returns By Period

In the year-to-date period, XXV achieves a -4.23% return, which is significantly higher than GOOP's -8.43% return.


XXV

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

GOOP

1D
-0.95%
1M
-3.29%
YTD
-8.43%
6M
13.71%
1Y
66.40%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XXV vs. GOOP - Expense Ratio Comparison

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


Return for Risk

XXV vs. GOOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XXV

GOOP
GOOP Risk / Return Rank: 9090
Overall Rank
GOOP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
GOOP Sortino Ratio Rank: 9595
Sortino Ratio Rank
GOOP Omega Ratio Rank: 9191
Omega Ratio Rank
GOOP Calmar Ratio Rank: 8484
Calmar Ratio Rank
GOOP Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XXV vs. GOOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Kurv Yield Premium Strategy Google ETF (GOOP). 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.

XXV vs. GOOP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XXVGOOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

1.24

-1.30

Correlation

The correlation between XXV and GOOP is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

XXV vs. GOOP - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 9.27%, less than GOOP's 13.65% yield.


TTM202520242023
XXV
Simplify Ancorato Target 25 Distribution ETF
9.27%2.36%0.00%0.00%
GOOP
Kurv Yield Premium Strategy Google ETF
13.65%11.79%13.73%2.06%

Drawdowns

XXV vs. GOOP - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum GOOP drawdown of -27.49%. Use the drawdown chart below to compare losses from any high point for XXV and GOOP.


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Drawdown Indicators


XXVGOOPDifference

Max Drawdown

Largest peak-to-trough decline

-8.90%

-27.49%

+18.59%

Max Drawdown (1Y)

Largest decline over 1 year

-23.32%

Current Drawdown

Current decline from peak

-6.18%

-16.04%

+9.86%

Average Drawdown

Average peak-to-trough decline

-2.16%

-6.46%

+4.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.83%

Volatility

XXV vs. GOOP - Volatility Comparison


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Volatility by Period


XXVGOOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.38%

Volatility (6M)

Calculated over the trailing 6-month period

20.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.84%

28.37%

-15.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.84%

24.74%

-11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.84%

24.74%

-11.90%