Screener
XV vs BSR
Simplify Target 15 Distribution ETF vs Pacific Select Fund
Key differences
- XV costs 0.34% less per year.
- XV is classified as alternative, while BSR is mixed asset — different risk/return profiles.
- XV follows a option income strategy; BSR uses active selection.
Side-by-side comparison
| XV | BSR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.09% |
| Fund size (AUM) | $60M | $39M |
| Since | 2025 | 2023 |
| Dividend yield | 13.61% | 1.02% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +16.3% | +13.2% |
| CAGR 3Y | N/A | +8.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | 9.43% | 8.70% |
| Max drawdown | -5.73% | -15.68% |
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