XXV vs. XOMO
XXV (Simplify Ancorato Target 25 Distribution ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.20, they often move in opposite directions. XXV charges 0.85%/yr vs 1.01%/yr for XOMO.
Performance
XXV vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, XXV achieves a 5.44% return, which is significantly lower than XOMO's 16.83% return.
XXV
- 1D
- 0.88%
- 1M
- 5.15%
- YTD
- 5.44%
- 6M
- 6.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XOMO
- 1D
- -0.36%
- 1M
- -2.23%
- YTD
- 16.83%
- 6M
- 19.65%
- 1Y
- 31.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XXV vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 5.44% | 4.10% |
XOMO YieldMax XOM Option Income Strategy ETF | 16.83% | 1.04% |
Correlation
The correlation between XXV and XOMO is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | -0.20 |
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Return for Risk
XXV vs. XOMO — Risk / Return Rank
XXV
XOMO
XXV vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and YieldMax XOM Option Income Strategy ETF (XOMO). 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 | XOMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.38 | +1.14 |
Drawdowns
XXV vs. XOMO - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum XOMO drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for XXV and XOMO.
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Drawdown Indicators
| XXV | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -18.90% | +10.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.73% | — |
Current DrawdownCurrent decline from peak | -0.88% | -10.21% | +9.33% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -7.22% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.92% | — |
Volatility
XXV vs. XOMO - Volatility Comparison
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Volatility by Period
| XXV | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.49% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.60% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 20.05% | -7.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 18.93% | -6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 18.93% | -6.41% |
XXV vs. XOMO - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Dividends
XXV vs. XOMO - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.73%, less than XOMO's 35.68% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
XOMO YieldMax XOM Option Income Strategy ETF | 35.68% | 31.64% | 26.94% | 5.13% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.73% | 2.36% | 0.00% | 0.00% |
Frequently Asked Questions
XXV and XOMO have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XXV is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XXV is cheaper with a 0.85% expense ratio, compared with 1.01% for XOMO.
XOMO has the higher dividend yield at 35.68%, compared with 12.73% for XXV.
They also come from different issuers: Simplify and YieldMax. Their fees differ too: 0.85% for XXV and 1.01% for XOMO.
Find the right allocation for XXV and XOMO
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