XXV vs. XRMI
XXV (Simplify Ancorato Target 25 Distribution ETF) and XRMI (Global X S&P 500 Risk Managed Income ETF) are both Derivative Income funds. XXV is actively managed, while XRMI is passively managed. At a 0.35 correlation, their price movements are largely independent. XXV charges 0.85%/yr vs 0.60%/yr for XRMI.
Performance
XXV vs. XRMI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XXV achieves a 5.44% return, which is significantly higher than XRMI's 1.78% return.
XXV
- 1D
- 0.88%
- 1M
- 5.15%
- YTD
- 5.44%
- 6M
- 6.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XRMI
- 1D
- 0.03%
- 1M
- 1.14%
- YTD
- 1.78%
- 6M
- 2.56%
- 1Y
- 9.53%
- 3Y*
- 6.74%
- 5Y*
- —
- 10Y*
- —
XXV vs. XRMI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 5.44% | 4.10% |
XRMI Global X S&P 500 Risk Managed Income ETF | 1.78% | 2.67% |
Correlation
The correlation between XXV and XRMI is 0.35, 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 | 0.35 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XXV vs. XRMI — Risk / Return Rank
XXV
XRMI
XXV vs. XRMI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and Global X S&P 500 Risk Managed Income ETF (XRMI). 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.
Loading charts...
Sharpe Ratios by Period
| XXV | XRMI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.37 | +1.15 |
Drawdowns
XXV vs. XRMI - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum XRMI drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for XXV and XRMI.
Loading charts...
Drawdown Indicators
| XXV | XRMI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -15.31% | +6.41% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.02% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -8.34% | — |
Current DrawdownCurrent decline from peak | -0.88% | -0.17% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -5.93% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.23% | — |
Volatility
XXV vs. XRMI - Volatility Comparison
Loading charts...
Volatility by Period
| XXV | XRMI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.86% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 5.36% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 6.90% | +5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.52% | 6.90% | +5.62% |
XXV vs. XRMI - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than XRMI's 0.60% expense ratio.
Dividends
XXV vs. XRMI - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 12.73%, which matches XRMI's 12.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
XRMI Global X S&P 500 Risk Managed Income ETF | 12.61% | 12.35% | 11.86% | 12.62% | 12.84% | 2.93% |
XXV Simplify Ancorato Target 25 Distribution ETF | 12.73% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XXV and XRMI have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XRMI is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XRMI is cheaper with a 0.60% expense ratio, compared with 0.85% for XXV.
XXV has the higher dividend yield at 12.73%, compared with 12.61% for XRMI.
They also come from different issuers: Simplify and Global X. Their fees differ too: 0.85% for XXV and 0.60% for XRMI.
Find the right allocation for XXV and XRMI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer