Screener
XXV vs AOR
Simplify Ancorato Target 25 Distribution ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 0.70% less per year.
- AOR is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV is classified as alternative, while AOR is mixed asset — different risk/return profiles.
- XXV follows a option income strategy; AOR uses active selection.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XXV | AOR | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.15% |
| Fund size (AUM) | $52M | $3.5B |
| Since | 2025 | 2008 |
| Dividend yield | — | 2.53% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +21.0% |
| CAGR 3Y | N/A | +14.4% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | — | 8.50% |
| Max drawdown | -8.90% | -22.95% |
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