XXV vs. VOO
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. Their 0.64 correlation means they have sometimes moved together and sometimes differently. XXV charges 0.85%/yr vs 0.03%/yr for VOO.
Performance
XXV vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 2.53% return, which is significantly lower than VOO's 11.72% return.
XXV
- 1D
- 1.71%
- 1M
- -3.34%
- 6M
- 2.10%
- YTD
- 2.53%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
VOO
- 1D
- 1.42%
- 1M
- 1.69%
- 6M
- 9.53%
- YTD
- 11.72%
- 1Y
- 23.30%
- 3Y*
- 20.85%
- 5Y*
- 13.12%
- 10Y*
- 15.17%
- ALL TIME*
- 14.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.97B | $3.80B | $5.49B | |
| $756.83K | $525.15K | $774.67K |
XXV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 2.53% | 4.06% |
VOO Vanguard S&P 500 ETF | 11.72% | 2.76% |
Correlation
The correlation between XXV and VOO is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.64 |
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Return for Risk
XXV vs. VOO — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VOO
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 ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.63 | — |
| Martin ratioReturn relative to average drawdown | — | 11.23 | — |
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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.
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Drawdown Indicators
| XXV | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -3.68% | 0.00% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -3.67% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.08% | — |
Volatility
XXV vs. VOO - Volatility Comparison
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Volatility by Period
| XXV | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.81% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 12.80% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 16.95% | -3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.91% | 18.02% | -4.11% |
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 17.86%, 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 | 17.86% | 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
XXV and VOO have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
VOO is cheaper with a 0.03% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 17.86%, compared with 1.05% for 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.
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