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XXV vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XXV vs. IPDP - Performance Comparison

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

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Returns By Period


XXV

1D
-0.58%
1M
3.95%
YTD
4.52%
6M
5.13%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XXV vs. IPDP - Yearly Performance Comparison


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Return for Risk

XXV vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Dividend Performers ETF (IPDP). 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. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XXVIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.38

Drawdowns

XXV vs. IPDP - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XXV and IPDP.


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Drawdown Indicators


XXVIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-8.90%

0.00%

-8.90%

Current Drawdown

Current decline from peak

-1.74%

0.00%

-1.74%

Average Drawdown

Average peak-to-trough decline

-2.09%

0.00%

-2.09%

Volatility

XXV vs. IPDP - Volatility Comparison


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Volatility by Period


XXVIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.52%

0.00%

+12.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.52%

0.00%

+12.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.52%

0.00%

+12.52%

XXV vs. IPDP - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

XXV vs. IPDP - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 12.84%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


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.

XXV is cheaper with a 0.85% expense ratio, compared with 1.52% for IPDP.

XXV has the higher dividend yield at 12.84%, compared with 0.00% for IPDP.

They also come from different issuers: Simplify and Innovative Portfolios. Their fees differ too: 0.85% for XXV and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for XXV and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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