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BUCK vs XRMI

Simplify Treasury Option Income ETF vs Global X S&P 500 Risk Managed Income ETF

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

Both BUCK and XRMI are alternative ETFs. BUCK charges 0.35% a year and XRMI 0.60%. The main difference: BUCK costs 0.25% less per year.

  • BUCK costs 0.25% less per year.
  • BUCK is much larger than XRMI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XRMI has delivered higher annualized returns.

Side-by-side comparison

BUCKXRMI
Annual cost (TER)0.35%0.60%
Fund size (AUM)$438M$50M
Since20222021
Dividend yield7.43%12.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+7.9%+8.8%
CAGR 3Y+5.3%+6.5%
CAGR 5YN/AN/A
Sharpe 3Y0.430.46
Volatility 1Y3.08%5.43%
Max drawdown-5.43%-15.36%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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