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BUCK vs ZHOG

Simplify Treasury Option Income ETF vs F/m Opportunistic Income ETF

BUCK

Simplify Treasury Option Income ETF

Simplify Asset Management

Annual cost

0.35%

Fund size

$421M

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • BUCK costs 0.08% less per year.
  • BUCK is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • BUCK is classified as alternative, while ZHOG is fixed income — different risk/return profiles.
  • BUCK follows a option income strategy; ZHOG uses active selection.

Side-by-side comparison

BUCKZHOG
Annual cost (TER)0.35%0.43%
Fund size (AUM)$421M$45M
Since20222023
Dividend yield7.54%5.60%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+8.7%+5.9%
CAGR 3Y+5.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.47N/A
Volatility 1Y3.28%1.61%
Max drawdown-5.43%-3.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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