Skip to content
Beacon
Screener

XXV vs QVOY

Simplify Ancorato Target 25 Distribution ETF vs Q3 All-Season Active Rotation ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Simplify Asset Management

Annual cost

0.85%

Fund size

$52M

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

Key differences

  • XXV costs 0.47% less per year.
  • XXV is classified as alternative, while QVOY is mixed asset — different risk/return profiles.
  • XXV follows a option income strategy; QVOY uses active selection.

Side-by-side comparison

XXVQVOY
Annual cost (TER)0.85%1.32%
Fund size (AUM)$52M$60M
Since20252022
Dividend yield0.52%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+25.0%
CAGR 3YN/A+12.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y17.56%
Max drawdown-8.90%-17.05%

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

Similar to XXV and QVOY