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XV vs BUCK

Simplify Target 15 Distribution ETF vs Simplify Treasury Option Income ETF

XV

Simplify Target 15 Distribution ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$60M

BUCK

Simplify Treasury Option Income ETF

Simplify Asset Management

Annual cost

0.35%

Fund size

$421M

Key differences

  • BUCK costs 0.40% less per year.
  • BUCK is significantly larger than XV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

XVBUCK
Annual cost (TER)0.75%0.35%
Fund size (AUM)$60M$421M
Since20252022
Dividend yield13.61%7.54%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+16.3%+8.3%
CAGR 3YN/A+5.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.47
Volatility 1Y9.43%3.26%
Max drawdown-5.73%-5.43%

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

Similar to XV and BUCK