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XXV vs DUBS

Simplify Ancorato Target 25 Distribution ETF vs Aptus Large Cap Enhanced Yield ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Annual cost

0.85%

Fund size

$52M

DUBS

Aptus Large Cap Enhanced Yield ETF

Annual cost

0.41%

Fund size

$353M

Key differences

  • DUBS costs 0.44% less per year.
  • DUBS is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
  • XXV follows a option income strategy; DUBS uses multi strategy.

Side-by-side comparison

XXVDUBS
Annual cost (TER)0.85%0.41%
Fund size (AUM)$52M$353M
Since20252023
Dividend yield2.04%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1YN/A+35.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.82%
Max drawdown-8.90%-18.48%

Similar to XXV and DUBS