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SJB vs XXV

Comparison between PROSHARES SHORT HIGH YIELD (SJB, ETF) and SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF).

5-Year PerformanceSJB has outperformed XXV, delivering a return of -0.2% compared to -3.3%

SJB vs XXV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SJB
$48M
XXV
$48M
Expense Ratio
SJB
0.95%
Winner
XXV
0.85%
Max Drawdown
SJB
64.29%
Winner
XXV
45.96%
Sharpe Ratio
SJB
-0.81
Winner
XXV
-0.74
5Y Beta
Winner
SJB
-0.24
XXV
0.73

SJB vs XXV - Historical Returns

Returns include dividend reinvestment.

1M
SJB
-1.37%
Winner
XXV
+6.59%
3M
SJB
-0.16%
Winner
XXV
+4.13%
6M
SJB
+0.25%
Winner
XXV
+9.05%
1Y
SJB
+0.34%
XXV
N/A
5Y(CAGR)
Winner
SJB
-0.20%
XXV
-3.27%
10Y(CAGR)
SJB
-3.39%
Winner
XXV
-3.12%
Max(CAGR)
SJB
-5.06%
Winner
XXV
+1.98%

SJB vs XXV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSJBXXV
2026+0.31%+7.94%
2025-1.63%+4.11%
2024-1.13%N/A
2023-5.47%N/A
2022+9.51%N/A
2021-7.04%N/A
2020-8.79%N/A
2019-11.72%N/A
2018+2.52%-2.63%
2017-5.75%+1.01%
2016-14.50%-1.31%
2015+2.39%-0.50%
2014-4.54%-0.47%
2013-7.96%+1.77%
2012-13.08%+13.44%
2011-7.20%-0.39%
2010N/A+61.21%

SJB vs XXV Drawdown Comparison

The maximum drawdown for SJB was -58.06%, occurring on Dec 28, 2021. 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 SJB drawdown is -57.55%. The current XXV drawdown is -29.78%.

RankSJBXXV
#1-58.06%
Oct 4, 2011 - Dec 28, 2021
-39.30%
Nov 22, 2017 - Mar 30, 2026
#2-6.29%
Aug 8, 2011 - Oct 3, 2011
-19.18%
Jul 7, 2011 - Mar 21, 2012
#3-5.33%
Jun 16, 2011 - Aug 8, 2011
-12.07%
Sep 29, 2016 - Feb 7, 2017
#4-2.68%
Mar 22, 2011 - Jun 13, 2011
-9.69%
Jul 1, 2014 - Sep 29, 2016
#5-0.67%
Jun 13, 2011 - Jun 16, 2011
-8.34%
Aug 9, 2010 - Sep 1, 2010
#6N/A-8.03%
Feb 7, 2017 - Mar 8, 2017
#7N/A-5.44%
Feb 14, 2011 - Apr 19, 2011
#8N/A-4.72%
Mar 8, 2017 - Nov 22, 2017
#9N/A-3.71%
Mar 26, 2012 - Jul 2, 2012
#10N/A-3.59%
Nov 22, 2010 - Dec 3, 2010
#11N/A-2.71%
Nov 10, 2010 - Nov 19, 2010
#12N/A-2.50%
Sep 20, 2010 - Sep 24, 2010
#13N/A-2.32%
May 31, 2011 - Jun 30, 2011
#14N/A-2.24%
Sep 28, 2010 - Oct 5, 2010
#15N/A-1.54%
Sep 3, 2010 - Sep 9, 2010

Correlation

Correlation between SJB and XXV is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30
-101

Dividend Comparison (2018 - 2026)

SJB vs XXV dividend yield comparison.

YearSJBXXV
20261.38%14.49%
20253.86%2.36%
20245.86%0.00%
20234.10%0.00%
20220.46%0.00%
20200.07%0.00%
20191.27%0.00%
20180.71%0.00%

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