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XXV vs CDX

Simplify Ancorato Target 25 Distribution ETF vs Simplify High Yield ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Simplify Asset Management

Annual cost

0.85%

Fund size

$52M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.60% less per year.
  • CDX is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
  • XXV follows a option income strategy; CDX uses multi strategy.

Side-by-side comparison

XXVCDX
Annual cost (TER)0.85%0.25%
Fund size (AUM)$52M$440M
Since20252022
Dividend yield8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1YN/A-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y5.68%
Max drawdown-8.90%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XXV and CDX