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XV vs LEXI

Simplify Target 15 Distribution ETF vs Alexis Practical Tactical ETF

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$61M

LEXI

Alexis Practical Tactical ETF

Annual cost

1.00%

Fund size

$179M

Key differences

Both XV and LEXI are alternative ETFs. XV charges 0.75% a year and LEXI 1.00%. The main difference: XV costs 0.25% less per year.

  • XV costs 0.25% less per year.

Side-by-side comparison

XVLEXI
Annual cost (TER)0.75%1.00%
Fund size (AUM)$61M$179M
Since20252021
Dividend yield13.46%0.84%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+14.6%+28.3%
CAGR 3YN/A+20.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y9.29%11.04%
Max drawdown-5.73%-22.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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