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XXV vs YYY

Simplify Ancorato Target 25 Distribution ETF vs Amplify CEF High Income ETF

XXV

Simplify Ancorato Target 25 Distribution ETF

Annual cost

0.85%

Fund size

$52M

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$712M

Key differences

  • XXV costs 2.38% less per year.
  • YYY is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
  • XXV is classified as alternative, while YYY is equity — different risk/return profiles.
  • XXV follows a option income strategy; YYY uses index tracking.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XXVYYY
Annual cost (TER)0.85%3.23%
Fund size (AUM)$52M$712M
Since20252012
Dividend yield12.48%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+15.4%
CAGR 3YN/A+13.4%
CAGR 5YN/A+3.8%
Sharpe 3YN/A0.93
Volatility 1Y8.50%
Max drawdown-8.90%-42.52%

Similar to XXV and YYY