XXV vs. ZHDG

Last updated Apr 2, 2026

Compare and contrast key facts about Simplify Ancorato Target 25 Distribution ETF (XXV) and ZEGA Buy and Hedge ETF (ZHDG).

XXV and ZHDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XXV is an actively managed fund by Simplify. It was launched on Nov 17, 2025. ZHDG is an actively managed fund by ZEGA. It was launched on Jul 6, 2021.

Performance

XXV vs. ZHDG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and ZEGA Buy and Hedge ETF (ZHDG). The values are adjusted to include any dividend payments, if applicable.

XXV vs. ZHDG - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	-4.32%	4.10%
ZHDG ZEGA Buy and Hedge ETF	-5.54%	2.42%

Returns By Period

In the year-to-date period, XXV achieves a -4.32% return, which is significantly higher than ZHDG's -5.54% return.

XXV

• 1D: 0.87%
• 1M: -3.39%
• YTD: -4.32%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ZHDG

• 1D: 1.21%
• 1M: -4.81%
• YTD: -5.54%
• 6M: -3.88%
• 1Y: 12.97%
• 3Y*: 11.41%
• 5Y*: —
• 10Y*: —

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

XXV vs. ZHDG - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is lower than ZHDG's 0.98% expense ratio.

ZHDG

ZEGA Buy and Hedge ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Return for Risk

XXV vs. ZHDG — Risk / Return Rank

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

ZHDG

ZHDG Risk / Return Rank: 57
ZHDG Sharpe Ratio Rank: 59
ZHDG Sortino Ratio Rank: 59
ZHDG Omega Ratio Rank: 52
ZHDG Calmar Ratio Rank: 54
ZHDG Martin Ratio Rank: 61

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. ZHDG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) and ZEGA Buy and Hedge ETF (ZHDG). 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.

Sharpe Ratios by Period

	XXV	ZHDG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.10	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.09	0.33	-0.41

Correlation

The correlation between XXV and ZHDG is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

XXV vs. ZHDG - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 9.27%, more than ZHDG's 2.72% yield.

	TTM	2025	2024	2023	2022	2021
XXV Simplify Ancorato Target 25 Distribution ETF	9.27%	2.36%	0.00%	0.00%	0.00%	0.00%
ZHDG ZEGA Buy and Hedge ETF	2.72%	2.57%	2.59%	1.52%	3.58%	1.33%

Drawdowns

XXV vs. ZHDG - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum ZHDG drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for XXV and ZHDG.

Drawdown Indicators

	XXV	ZHDG	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-23.27%	+14.37%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.56%	—
Current Drawdown Current decline from peak	-6.27%	-6.25%	-0.02%
Average Drawdown Average peak-to-trough decline	-2.12%	-8.40%	+6.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.96%	—

Volatility

Volatility by Period

	XXV	ZHDG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.62%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.91%	11.80%	+1.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.91%	11.80%	+1.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.91%	11.80%	+1.11%