Screener
XXV vs AOA
Simplify Ancorato Target 25 Distribution ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
- AOA costs 0.70% less per year.
- AOA is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV is classified as alternative, while AOA is mixed asset — different risk/return profiles.
- XXV follows a option income strategy; AOA uses index tracking.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XXV | AOA | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.15% |
| Fund size (AUM) | $52M | $3.0B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.12% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +26.0% |
| CAGR 3Y | N/A | +17.7% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | — | 10.72% |
| Max drawdown | -8.90% | -28.38% |
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