XXV vs. TCAL
XXV (Simplify Ancorato Target 25 Distribution ETF) and TCAL (T. Rowe Price Capital Appreciation Premium Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.06 correlation, their price movements are largely independent. XXV charges 0.85%/yr vs 0.34%/yr for TCAL.
Performance
XXV vs. TCAL - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 4.52% return, which is significantly higher than TCAL's -2.88% return.
XXV
- 1D
- -0.58%
- 1M
- 3.95%
- YTD
- 4.52%
- 6M
- 5.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TCAL
- 1D
- 0.23%
- 1M
- -1.26%
- YTD
- -2.88%
- 6M
- -2.97%
- 1Y
- -1.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. TCAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.10% |
TCAL T. Rowe Price Capital Appreciation Premium Income ETF | -2.88% | -0.29% |
Correlation
The correlation between XXV and TCAL is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.06 |
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Return for Risk
XXV vs. TCAL — Risk / Return Rank
XXV
TCAL
XXV vs. TCAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and T. Rowe Price Capital Appreciation Premium Income ETF (TCAL). 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 | TCAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | -0.10 | +1.48 |
Drawdowns
XXV vs. TCAL - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, which is greater than TCAL's maximum drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for XXV and TCAL.
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Drawdown Indicators
| XXV | TCAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -7.24% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.00% | — |
Current DrawdownCurrent decline from peak | -1.74% | -5.92% | +4.18% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -2.02% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.67% | — |
Volatility
XXV vs. TCAL - Volatility Comparison
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Volatility by Period
| XXV | TCAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.46% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.08% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 9.31% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 11.25% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 11.25% | +1.27% |
XXV vs. TCAL - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than TCAL's 0.34% expense ratio.
Dividends
XXV vs. TCAL - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, more than TCAL's 11.96% yield.
| Position | TTM | 2025 |
|---|---|---|
TCAL T. Rowe Price Capital Appreciation Premium Income ETF | 11.96% | 8.34% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.84% | 2.36% |
Frequently Asked Questions
XXV and TCAL have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TCAL is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TCAL is cheaper with a 0.34% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.84%, compared with 11.96% for TCAL.
They also come from different issuers: Simplify and T. Rowe Price. Their fees differ too: 0.85% for XXV and 0.34% for TCAL.
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