XXV vs. IXC
XXV (Simplify Ancorato Target 25 Distribution ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. XXV is actively managed, while IXC is passively managed. At a correlation of -0.19, they often move in opposite directions. XXV charges 0.85%/yr vs 0.40%/yr for IXC.
Performance
XXV vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 4.69% return, which is significantly lower than IXC's 23.35% return.
XXV
- 1D
- -0.34%
- 1M
- 0.71%
- 6M
- 4.20%
- YTD
- 4.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IXC
- 1D
- 0.51%
- 1M
- -4.50%
- 6M
- 20.68%
- YTD
- 23.35%
- 1Y
- 29.02%
- 3Y*
- 14.69%
- 5Y*
- 18.91%
- 10Y*
- 8.83%
XXV vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.69% | 4.06% |
IXC iShares Global Energy ETF | 23.35% | -0.54% |
Correlation
The correlation between XXV and IXC is -0.19, 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 | -0.19 |
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Return for Risk
XXV vs. IXC — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IXC
XXV vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and iShares Global Energy ETF (IXC). 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 | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.95 | — |
| Martin ratioReturn relative to average drawdown | — | 6.26 | — |
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Drawdowns
XXV vs. IXC - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for XXV and IXC.
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Drawdown Indicators
| XXV | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -67.88% | +58.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.06% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.16% | — |
Current DrawdownCurrent decline from peak | -1.65% | -11.22% | +9.57% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -17.45% | +15.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.78% | — |
Volatility
XXV vs. IXC - Volatility Comparison
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Volatility by Period
| XXV | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.86% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 19.18% | -6.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.99% | 23.45% | -10.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 26.81% | -13.82% |
XXV vs. IXC - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than IXC's 0.40% expense ratio.
Dividends
XXV vs. IXC - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 15.13%, more than IXC's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 3.08% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
XXV Simplify Ancorato Target 25 Distribution ETF | 15.13% | 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 IXC have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IXC is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IXC is cheaper with a 0.40% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 15.13%, compared with 3.08% for IXC.
XXV is categorized as Derivative Income, while IXC is Energy Equities. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.85% for XXV and 0.40% for IXC.
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