FEIG vs XXV

Comparison between FLEXSHARES ESG & CLIMATE INVESTMENT GRADE CORPORATE CORE INDEX FUND (FEIG, ETF) and SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF).

5-Year PerformanceFEIG has outperformed XXV, delivering a return of -0.4% compared to -3.3%

FEIG vs XXV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEIG(ETF)	XXV(ETF)
Net Assets	$48M	$48M
Expense Ratio	0.12%	0.85%
Max Drawdown	24.77%	45.96%
Sharpe Ratio	-0.42	-0.74
5Y Beta	0.12	0.73

Net Assets

FEIG

$48M

XXV

$48M

Expense Ratio

Winner

FEIG

0.12%

XXV

0.85%

Max Drawdown

Winner

FEIG

24.77%

XXV

45.96%

Sharpe Ratio

Winner

FEIG

-0.42

XXV

-0.74

5Y Beta

Winner

FEIG

0.12

XXV

0.73

FEIG vs XXV - Historical Returns

Returns include dividend reinvestment.

Period	FEIG	XXV
1 month	+0.91%	+6.59%
3 months	-0.30%	+4.13%
6 months	-1.44%	+9.05%
1 year	+2.02%	N/A
5 years(CAGR)	-0.38%	-3.27%
10 years(CAGR)	N/A	-3.12%
Max(CAGR)	-0.38%	+1.98%

FEIG

+0.91%

Winner

XXV

+6.59%

FEIG

-0.30%

Winner

XXV

+4.13%

FEIG

-1.44%

Winner

XXV

+9.05%

FEIG

+2.02%

XXV

N/A

5Y(CAGR)

Winner

FEIG

-0.38%

XXV

-3.27%

10Y(CAGR)

FEIG

N/A

XXV

-3.12%

Max(CAGR)

FEIG

-0.38%

Winner

XXV

+1.98%

FEIG vs XXV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FEIG	XXV
2026	+0.03%	+7.94%
2025	+7.33%	+4.11%
2024	+2.34%	N/A
2023	+7.97%	N/A
2022	-15.20%	N/A
2021	-1.46%	N/A
2018	N/A	-2.63%
2017	N/A	+1.01%
2016	N/A	-1.31%
2015	N/A	-0.50%
2014	N/A	-0.47%
2013	N/A	+1.77%
2012	N/A	+13.44%
2011	N/A	-0.39%
2010	N/A	+61.21%

FEIG vs XXV Drawdown Comparison

The maximum drawdown for FEIG was -22.27%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current FEIG drawdown is -2.12%. The current XXV drawdown is -29.78%.

Rank	FEIG	XXV
#1	-22.27% Sep 22, 2021 - Oct 20, 2022	-39.30% Nov 22, 2017 - Mar 30, 2026
#2	N/A	-19.18% Jul 7, 2011 - Mar 21, 2012
#3	N/A	-12.07% Sep 29, 2016 - Feb 7, 2017
#4	N/A	-9.69% Jul 1, 2014 - Sep 29, 2016
#5	N/A	-8.34% Aug 9, 2010 - Sep 1, 2010
#6	N/A	-8.03% Feb 7, 2017 - Mar 8, 2017
#7	N/A	-5.44% Feb 14, 2011 - Apr 19, 2011
#8	N/A	-4.72% Mar 8, 2017 - Nov 22, 2017
#9	N/A	-3.71% Mar 26, 2012 - Jul 2, 2012
#10	N/A	-3.59% Nov 22, 2010 - Dec 3, 2010
#11	N/A	-2.71% Nov 10, 2010 - Nov 19, 2010
#12	N/A	-2.50% Sep 20, 2010 - Sep 24, 2010
#13	N/A	-2.32% May 31, 2011 - Jun 30, 2011
#14	N/A	-2.24% Sep 28, 2010 - Oct 5, 2010
#15	N/A	-1.54% Sep 3, 2010 - Sep 9, 2010