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XXV vs DRSK

Simplify Ancorato Target 25 Distribution ETF vs Aptus Defined Risk ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Annual cost

0.85%

Fund size

$52M

DRSK

Aptus Defined Risk ETF

Annual cost

0.78%

Fund size

$1.5B

Key differences

  • DRSK costs 0.07% less per year.
  • DRSK is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
  • DRSK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XXVDRSK
Annual cost (TER)0.85%0.78%
Fund size (AUM)$52M$1.5B
Since20252018
Dividend yield3.72%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+9.2%
CAGR 3YN/A+9.1%
CAGR 5YN/A+2.9%
Sharpe 3YN/A0.69
Volatility 1Y8.23%
Max drawdown-8.90%-19.87%

Similar to XXV and DRSK