XXV vs. KHPI
XXV (Simplify Ancorato Target 25 Distribution ETF) and KHPI (Kensington Hedged Premium Income ETF) are both Derivative Income funds. Both are actively managed. A 0.60 correlation means they provide meaningful diversification when combined. XXV charges 0.85%/yr vs 0.96%/yr for KHPI.
Performance
XXV vs. KHPI - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than KHPI's 5.45% return.
XXV
- 1D
- -0.58%
- 1M
- 3.95%
- YTD
- 4.52%
- 6M
- 5.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KHPI
- 1D
- -0.50%
- 1M
- 2.40%
- YTD
- 5.45%
- 6M
- 4.74%
- 1Y
- 15.09%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. KHPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.10% |
KHPI Kensington Hedged Premium Income ETF | 5.45% | 1.59% |
Correlation
The correlation between XXV and KHPI is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.60 |
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Return for Risk
XXV vs. KHPI — Risk / Return Rank
XXV
KHPI
XXV vs. KHPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Kensington Hedged Premium Income ETF (KHPI). 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.
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Sharpe Ratios by Period
| XXV | KHPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 1.28 | +0.10 |
Drawdowns
XXV vs. KHPI - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum KHPI drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for XXV and KHPI.
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Drawdown Indicators
| XXV | KHPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -10.58% | +1.68% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.55% | — |
Current DrawdownCurrent decline from peak | -1.74% | -0.50% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -1.23% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.39% | — |
Volatility
XXV vs. KHPI - Volatility Comparison
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Volatility by Period
| XXV | KHPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.49% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 7.24% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 9.61% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 9.61% | +2.91% |
XXV vs. KHPI - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is lower than KHPI's 0.96% expense ratio.
Dividends
XXV vs. KHPI - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, more than KHPI's 8.86% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
KHPI Kensington Hedged Premium Income ETF | 8.86% | 8.90% | 3.01% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.84% | 2.36% | 0.00% |
Frequently Asked Questions
XXV and KHPI have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.96% for KHPI.
XXV has the higher dividend yield at 12.84%, compared with 8.86% for KHPI.
They also come from different issuers: Simplify and Kensington Asset Management. Their fees differ too: 0.85% for XXV and 0.96% for KHPI.
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