XXV vs. VOO

Last updated Jun 25, 2026

XXV (Simplify Ancorato Target 25 Distribution ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while VOO is a S&P 500 fund tracking the S&P 500 Index. XXV is actively managed, while VOO is passively managed. A 0.66 correlation means they provide meaningful diversification when combined. XXV charges 0.85%/yr vs 0.03%/yr for VOO.

Performance

XXV vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XXV achieves a 2.95% return, which is significantly lower than VOO's 8.08% return.

XXV

• 1D: -0.51%
• 1M: 0.52%
• YTD: 2.95%
• 6M: 2.27%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VOO

• 1D: -0.10%
• 1M: -1.44%
• YTD: 8.08%
• 6M: 6.78%
• 1Y: 22.23%
• 3Y*: 20.75%
• 5Y*: 13.02%
• 10Y*: 15.60%

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

XXV vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	2.95%	4.06%
VOO Vanguard S&P 500 ETF	8.08%	2.76%

Correlation

The correlation between XXV and VOO is 0.66, 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 18, 2025	0.66

Return for Risk

XXV vs. VOO — Risk / Return Rank

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

XXV

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VOO

VOO Risk / Return Rank: 60
VOO Sharpe Ratio Rank: 59
VOO Sortino Ratio Rank: 57
VOO Omega Ratio Rank: 59
VOO Calmar Ratio Rank: 57
VOO Martin Ratio Rank: 68

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. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Vanguard S&P 500 ETF (VOO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	XXV	VOO	Difference
Sharpe ratio: Return per unit of total volatility	—	1.80	—
Sortino ratio: Return per unit of downside risk	—	2.46	—
Omega ratio: Gain probability vs. loss probability	—	1.33	—
Calmar ratio: Return relative to maximum drawdown	—	2.51	—
Martin ratio: Return relative to average drawdown	—	11.16	—

Drawdowns

XXV vs. VOO - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XXV and VOO.

Drawdown Indicators

	XXV	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-33.99%	+25.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.69%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	-3.22%	-3.23%	+0.01%
Average Drawdown Average peak-to-trough decline	-2.08%	-3.68%	+1.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	XXV	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.80%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.65%	12.43%	+0.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.65%	16.91%	-4.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.65%	18.02%	-5.37%

XXV vs. VOO - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

XXV vs. VOO - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 13.04%, more than VOO's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VOO Vanguard S&P 500 ETF	1.05%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%
XXV Simplify Ancorato Target 25 Distribution ETF	13.04%	2.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XXV and VOO in my portfolio?

XXV and VOO have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XXV or VOO?

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XXV or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 0.85% for XXV.

Which ETF pays a higher dividend yield, XXV or VOO?

XXV has the higher dividend yield at 13.04%, compared with 1.05% for VOO.

What is the main difference between XXV and VOO?

XXV is categorized as Derivative Income, while VOO is S&P 500. They also come from different issuers: Simplify and Vanguard. Their fees differ too: 0.85% for XXV and 0.03% for VOO.