XXV vs. SPIN

Last updated Apr 2, 2026

Compare and contrast key facts about Simplify Ancorato Target 25 Distribution ETF (XXV) and State Street US Equity Premium Income ETF (SPIN).

XXV and SPIN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XXV is an actively managed fund by Simplify. It was launched on Nov 17, 2025. SPIN is an actively managed fund by State Street. It was launched on Sep 5, 2024.

Performance

XXV vs. SPIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and State Street US Equity Premium Income ETF (SPIN). The values are adjusted to include any dividend payments, if applicable.

XXV vs. SPIN - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	-4.32%	4.10%
SPIN State Street US Equity Premium Income ETF	-4.41%	3.59%

Returns By Period

The year-to-date returns for both stocks are quite close, with XXV having a -4.32% return and SPIN slightly lower at -4.41%.

XXV

• 1D: 0.87%
• 1M: -3.39%
• YTD: -4.32%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SPIN

• 1D: 0.85%
• 1M: -3.63%
• YTD: -4.41%
• 6M: -0.79%
• 1Y: 14.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XXV vs. SPIN - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is higher than SPIN's 0.25% expense ratio.

XXV

Simplify Ancorato Target 25 Distribution ETF

SPIN

State Street US Equity Premium Income ETF

Return for Risk

XXV vs. SPIN — Risk / Return Rank

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

SPIN

SPIN Risk / Return Rank: 47
SPIN Sharpe Ratio Rank: 44
SPIN Sortino Ratio Rank: 46
SPIN Omega Ratio Rank: 54
SPIN Calmar Ratio Rank: 43
SPIN Martin Ratio Rank: 49

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. SPIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and State Street US Equity Premium Income ETF (SPIN). 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.

Sharpe Ratios by Period

	XXV	SPIN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.88	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.09	0.66	-0.75

Correlation

The correlation between XXV and SPIN is 0.59, 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. SPIN - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 9.27%, more than SPIN's 8.18% yield.

	TTM	2025	2024
XXV Simplify Ancorato Target 25 Distribution ETF	9.27%	2.36%	0.00%
SPIN State Street US Equity Premium Income ETF	8.18%	8.20%	2.36%

Drawdowns

XXV vs. SPIN - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum SPIN drawdown of -16.85%. Use the drawdown chart below to compare losses from any high point for XXV and SPIN.

Drawdown Indicators

	XXV	SPIN	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-16.85%	+7.95%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.88%	—
Current Drawdown Current decline from peak	-6.27%	-6.56%	+0.29%
Average Drawdown Average peak-to-trough decline	-2.12%	-2.34%	+0.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.60%	—

Volatility

Volatility by Period

	XXV	SPIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.08%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.91%	16.36%	-3.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.91%	14.89%	-1.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.91%	14.89%	-1.98%