Screener
XV vs IMF
Simplify Target 15 Distribution ETF vs Invesco Managed Futures Strategy ETF
Key differences
- IMF costs 0.10% less per year.
- IMF is significantly larger than XV — larger funds tend to be more liquid and less likely to close.
- XV follows a option income strategy; IMF uses managed futures.
Side-by-side comparison
| XV | IMF | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $60M | $301M |
| Since | 2025 | 2025 |
| Dividend yield | 13.61% | 0.89% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | managed futures |
| CAGR 1Y | +16.3% | +19.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.43% | 10.47% |
| Max drawdown | -5.73% | -15.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XV and IMF
Explore further