XXV vs. TSPY
XXV (Simplify Ancorato Target 25 Distribution ETF) and TSPY (TappAlpha S&P 500 Growth & Daily Income ETF) are both Derivative Income funds. Both are actively managed. A 0.62 correlation means they provide meaningful diversification when combined. XXV charges 0.85%/yr vs 0.68%/yr for TSPY.
Performance
XXV vs. TSPY - 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 TSPY's 8.92% return.
XXV
- 1D
- -0.58%
- 1M
- 3.95%
- YTD
- 4.52%
- 6M
- 5.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TSPY
- 1D
- -0.27%
- 1M
- 4.33%
- YTD
- 8.92%
- 6M
- 9.09%
- 1Y
- 26.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. TSPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.52% | 4.10% |
TSPY TappAlpha S&P 500 Growth & Daily Income ETF | 8.92% | 4.26% |
Correlation
The correlation between XXV and TSPY is 0.62, 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 | 0.62 |
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Return for Risk
XXV vs. TSPY — Risk / Return Rank
XXV
TSPY
XXV vs. TSPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and TappAlpha S&P 500 Growth & Daily Income ETF (TSPY). 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 | TSPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 1.16 | +0.22 |
Drawdowns
XXV vs. TSPY - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum TSPY drawdown of -18.02%. Use the drawdown chart below to compare losses from any high point for XXV and TSPY.
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Drawdown Indicators
| XXV | TSPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -18.02% | +9.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.63% | — |
Current DrawdownCurrent decline from peak | -1.74% | -0.39% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -2.52% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.16% | — |
Volatility
XXV vs. TSPY - Volatility Comparison
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Volatility by Period
| XXV | TSPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.72% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 11.68% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 16.04% | -3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 16.04% | -3.52% |
XXV vs. TSPY - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than TSPY's 0.68% expense ratio.
Dividends
XXV vs. TSPY - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.84%, less than TSPY's 13.71% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
TSPY TappAlpha S&P 500 Growth & Daily Income ETF | 13.71% | 13.69% | 3.45% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.84% | 2.36% | 0.00% |
Frequently Asked Questions
XXV and TSPY have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TSPY is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TSPY is cheaper with a 0.68% expense ratio, compared with 0.85% for XXV.
TSPY has the higher dividend yield at 13.71%, compared with 12.84% for XXV.
They also come from different issuers: Simplify and TappAlpha. Their fees differ too: 0.85% for XXV and 0.68% for TSPY.
Find the right allocation for XXV and TSPY
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