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QVOY vs XXV

Q3 All-Season Active Rotation ETF vs Simplify Ancorato Target 25 Distribution ETF

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

XXV

Simplify Ancorato Target 25 Distribution ETF

Simplify Asset Management

Annual cost

0.85%

Fund size

$52M

Key differences

  • XXV costs 0.47% less per year.
  • QVOY is classified as mixed asset, while XXV is alternative — different risk/return profiles.
  • QVOY follows a active selection strategy; XXV uses option income.

Side-by-side comparison

QVOYXXV
Annual cost (TER)1.32%0.85%
Fund size (AUM)$60M$52M
Since20222025
Dividend yield0.52%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+25.0%N/A
CAGR 3Y+12.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y17.56%
Max drawdown-17.05%-8.90%

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

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