XXV vs. ZHDG
XXV (Simplify Ancorato Target 25 Distribution ETF) and ZHDG (ZEGA Buy and Hedge ETF) are both Derivative Income funds. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. XXV charges 0.85%/yr vs 0.98%/yr for ZHDG.
Performance
XXV vs. ZHDG - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with XXV having a 4.69% return and ZHDG slightly lower at 4.51%.
XXV
- 1D
- -0.34%
- 1M
- 0.71%
- 6M
- 4.20%
- YTD
- 4.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZHDG
- 1D
- 0.38%
- 1M
- 1.58%
- 6M
- 4.44%
- YTD
- 4.51%
- 1Y
- 12.96%
- 3Y*
- 13.18%
- 5Y*
- 5.72%
- 10Y*
- —
XXV vs. ZHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 4.69% | 4.06% |
ZHDG ZEGA Buy and Hedge ETF | 4.51% | 2.01% |
Correlation
The correlation between XXV and ZHDG is 0.58, 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 | 0.58 |
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Return for Risk
XXV vs. ZHDG — Risk / Return Rank
XXV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ZHDG
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.
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 | ZHDG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.48 | — |
| Martin ratioReturn relative to average drawdown | — | 5.82 | — |
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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.
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Drawdown Indicators
| XXV | ZHDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -23.27% | +14.37% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.56% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.63% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.27% | — |
Current DrawdownCurrent decline from peak | -1.65% | -1.18% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -8.04% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.18% | — |
Volatility
XXV vs. ZHDG - Volatility Comparison
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Volatility by Period
| XXV | ZHDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.82% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 10.83% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.99% | 11.79% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 11.79% | +1.20% |
XXV vs. ZHDG - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is lower than ZHDG's 0.98% expense ratio.
Dividends
XXV vs. ZHDG - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 15.13%, more than ZHDG's 2.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 15.13% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% |
ZHDG ZEGA Buy and Hedge ETF | 2.45% | 2.57% | 2.59% | 1.52% | 3.58% | 1.33% |
Frequently Asked Questions
XXV and ZHDG have a correlation of 0.58, 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 0.98% for ZHDG.
XXV has the higher dividend yield at 15.13%, compared with 2.45% for ZHDG.
They also come from different issuers: Simplify and ZEGA. Their fees differ too: 0.85% for XXV and 0.98% for ZHDG.
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