XRMI vs YGLD

Comparison between GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF) and Simplify Gold Strategy PLUS Income ETF (YGLD, ETF).

XRMI vs YGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRMI(ETF)	YGLD(ETF)
Net Assets	$49M	$49M
Expense Ratio	0.60%	0.53%
Max Drawdown	37.83%	38.53%
Sharpe Ratio	0.91	0.47
5Y Beta	0.31	0.66
P/E Ratio	29.47	N/A
Forward P/E	22.40	N/A
5Y EPS CAGR	29.35%	N/A
Debt to Equity	40.90%	N/A
P/S Ratio	3.72	N/A
P/B Ratio	5.65	N/A

Net Assets

XRMI

$49M

Winner

YGLD

$49M

Expense Ratio

XRMI

0.60%

Winner

YGLD

0.53%

Max Drawdown

Winner

XRMI

37.83%

YGLD

38.53%

Sharpe Ratio

Winner

XRMI

0.91

YGLD

0.47

5Y Beta

Winner

XRMI

0.31

YGLD

0.66

P/E Ratio

XRMI

29.47

YGLD

N/A

Forward P/E

XRMI

22.40

YGLD

N/A

5Y EPS CAGR

XRMI

29.35%

YGLD

N/A

Debt to Equity

XRMI

40.90%

YGLD

N/A

P/S Ratio

XRMI

3.72

YGLD

N/A

P/B Ratio

XRMI

5.65

YGLD

N/A

XRMI vs YGLD - Historical Returns

Returns include dividend reinvestment.

Period	XRMI	YGLD
1 month	+0.41%	-7.63%
3 months	-0.17%	-27.65%
6 months	+2.22%	-10.89%
1 year	+8.84%	+17.83%
5 years(CAGR)	+2.39%	N/A
Max(CAGR)	+2.39%	+40.81%

Winner

XRMI

+0.41%

YGLD

-7.63%

Winner

XRMI

-0.17%

YGLD

-27.65%

Winner

XRMI

+2.22%

YGLD

-10.89%

XRMI

+8.84%

Winner

YGLD

+17.83%

5Y(CAGR)

XRMI

+2.39%

YGLD

N/A

Max(CAGR)

XRMI

+2.39%

Winner

YGLD

+40.81%

XRMI vs YGLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XRMI	YGLD
2026	+0.88%	-11.73%
2025	+4.80%	+92.88%
2024	+15.01%	-4.17%
2023	+4.58%	N/A
2022	-14.20%	N/A
2021	+2.68%	N/A

XRMI vs YGLD Drawdown Comparison

The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.

The maximum drawdown for YGLD was -35.95%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current XRMI drawdown is -0.90%. The current YGLD drawdown is -35.95%.

Rank	XRMI	YGLD
#1	-15.29% Dec 29, 2021 - Nov 6, 2024	-35.95% Jan 28, 2026 - Jun 5, 2026
#2	-8.34% Feb 20, 2025 - Nov 24, 2025	-15.20% Oct 20, 2025 - Dec 23, 2025
#3	-5.03% Feb 25, 2026 - Jun 2, 2026	-10.55% Dec 11, 2024 - Jan 24, 2025
#4	-2.24% Sep 15, 2021 - Oct 15, 2021	-8.59% Dec 26, 2025 - Jan 12, 2026
#5	-1.50% Nov 22, 2021 - Dec 8, 2021	-7.87% Feb 13, 2025 - Mar 18, 2025
#6	-1.45% Dec 15, 2021 - Dec 27, 2021	-7.51% Jul 22, 2025 - Aug 29, 2025
#7	-1.37% Feb 2, 2026 - Feb 9, 2026	-6.23% Apr 2, 2025 - Apr 9, 2025
#8	-1.15% Jan 6, 2025 - Jan 15, 2025	-6.20% May 6, 2025 - Jun 2, 2025
#9	-0.99% Dec 8, 2021 - Dec 15, 2021	-5.85% Apr 21, 2025 - May 6, 2025
#10	-0.90% Jun 2, 2026 - Jun 5, 2026	-4.86% Jun 13, 2025 - Jul 22, 2025
#11	-0.89% Feb 10, 2026 - Feb 20, 2026	-4.62% Jun 4, 2025 - Jun 13, 2025
#12	-0.81% Jan 6, 2026 - Jan 26, 2026	-3.17% Oct 8, 2025 - Oct 13, 2025
#13	-0.78% Dec 17, 2024 - Dec 20, 2024	-2.77% Oct 16, 2025 - Oct 20, 2025
#14	-0.69% Dec 26, 2024 - Jan 6, 2025	-2.49% Jan 24, 2025 - Jan 30, 2025
#15	-0.67% Jan 23, 2025 - Feb 10, 2025	-1.92% Sep 16, 2025 - Sep 22, 2025