XXV vs. HDV
XXV (Simplify Ancorato Target 25 Distribution ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. XXV is actively managed, while HDV is passively managed. At a correlation of -0.20, they often move in opposite directions. XXV charges 0.85%/yr vs 0.08%/yr for HDV.
Performance
XXV vs. HDV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than HDV's 12.57% return.
XXV
- 1D
- -0.91%
- 1M
- 2.06%
- YTD
- 4.52%
- 6M
- 3.73%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HDV
- 1D
- 0.15%
- 1M
- -2.65%
- YTD
- 12.57%
- 6M
- 12.67%
- 1Y
- 19.54%
- 3Y*
- 14.97%
- 5Y*
- 10.90%
- 10Y*
- 9.31%
XXV vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.06% |
HDV iShares Core High Dividend ETF | 12.57% | 1.04% |
Correlation
The correlation between XXV and HDV is -0.20, 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 | -0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XXV vs. HDV — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDV
XXV vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and iShares Core High Dividend ETF (HDV). 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 | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.79 | — |
| Martin ratioReturn relative to average drawdown | — | 10.39 | — |
Loading charts...
Drawdowns
XXV vs. HDV - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for XXV and HDV.
Loading charts...
Drawdown Indicators
| XXV | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -37.04% | +28.14% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -1.74% | -2.65% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -3.08% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
XXV vs. HDV - Volatility Comparison
Loading charts...
Volatility by Period
| XXV | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.37% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 9.87% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 12.80% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.64% | 15.74% | -3.10% |
XXV vs. HDV - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than HDV's 0.08% expense ratio.
Dividends
XXV vs. HDV - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, more than HDV's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 2.94% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
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 HDV have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDV is cheaper with a 0.08% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.84%, compared with 2.94% for HDV.
XXV is categorized as Derivative Income, while HDV is Dividend. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.85% for XXV and 0.08% for HDV.
Find the right allocation for XXV and HDV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer