XXV vs. THTA
XXV (Simplify Ancorato Target 25 Distribution ETF) and THTA (SoFi Enhanced Yield ETF) are both Derivative Income funds. Both are actively managed. At a 0.24 correlation, their price movements are largely independent. XXV charges 0.85%/yr vs 0.49%/yr for THTA.
Performance
XXV vs. THTA - 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 THTA's 6.86% return.
XXV
- 1D
- -0.58%
- 1M
- 3.95%
- YTD
- 4.52%
- 6M
- 5.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
THTA
- 1D
- -0.02%
- 1M
- 0.56%
- YTD
- 6.86%
- 6M
- 8.04%
- 1Y
- 16.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. THTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.10% |
THTA SoFi Enhanced Yield ETF | 6.86% | 3.95% |
Correlation
The correlation between XXV and THTA is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.24 |
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Return for Risk
XXV vs. THTA — Risk / Return Rank
XXV
THTA
XXV vs. THTA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and SoFi Enhanced Yield ETF (THTA). 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 | THTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 0.08 | +1.30 |
Drawdowns
XXV vs. THTA - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum THTA drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for XXV and THTA.
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Drawdown Indicators
| XXV | THTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -31.41% | +22.51% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.64% | — |
Current DrawdownCurrent decline from peak | -1.74% | -6.79% | +5.05% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -7.52% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.32% | — |
Volatility
XXV vs. THTA - Volatility Comparison
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Volatility by Period
| XXV | THTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 5.80% | +6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 20.25% | -7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 20.25% | -7.73% |
XXV vs. THTA - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than THTA's 0.49% expense ratio.
Dividends
XXV vs. THTA - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, more than THTA's 11.26% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
THTA SoFi Enhanced Yield ETF | 11.26% | 12.66% | 12.44% | 0.58% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.84% | 2.36% | 0.00% | 0.00% |
Frequently Asked Questions
XXV and THTA have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, THTA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
THTA is cheaper with a 0.49% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.84%, compared with 11.26% for THTA.
They also come from different issuers: Simplify and SoFi. Their fees differ too: 0.85% for XXV and 0.49% for THTA.
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