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XV vs QIS

Simplify Target 15 Distribution ETF vs Simplify Multi-Qis Alternative ETF

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$61M

QIS

Simplify Multi-Qis Alternative ETF

Annual cost

1.21%

Fund size

$45M

Key differences

Both XV and QIS are alternative ETFs. XV charges 0.75% a year and QIS 1.21%. The main difference: XV follows a option income strategy; QIS uses multi strategy.

  • XV follows a option income strategy; QIS uses multi strategy.
  • XV costs 0.46% less per year.

Side-by-side comparison

XVQIS
Annual cost (TER)0.75%1.21%
Fund size (AUM)$61M$45M
Since20252023
Dividend yield13.46%1.73%
Asset classalternativealternative
Region
Strategyoption incomemulti strategy
CAGR 1Y+14.6%-49.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.29%38.72%
Max drawdown-5.73%-56.53%

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

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