Screener
XXV vs YLD
Simplify Ancorato Target 25 Distribution ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.46% less per year.
- YLD is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV covers north america markets; YLD covers global.
- XXV follows a option income strategy; YLD uses multi strategy.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XXV | YLD | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.39% |
| Fund size (AUM) | $52M | $524M |
| Since | 2025 | 2015 |
| Dividend yield | — | 7.31% |
| Asset class | alternative | alternative |
| Region | north america | global |
| Strategy | option income | multi strategy |
| CAGR 1Y | N/A | +8.3% |
| CAGR 3Y | N/A | +9.0% |
| CAGR 5Y | N/A | +5.2% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 4.34% |
| Max drawdown | -8.90% | -28.34% |
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