XXV vs ALTY
Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF).
5-Year PerformanceALTY has outperformed XXV, delivering a return of +6.0% compared to -3.6%
XXV vs ALTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XXV
$46M
ALTY
$46M
Expense Ratio
XXV
0.85%
Winner
ALTY
0.50%
Max Drawdown
Winner
XXV
44.29%
ALTY
60.08%
Sharpe Ratio
XXV
-0.85
Winner
ALTY
1.84
5Y Beta
XXV
0.63
Winner
ALTY
0.41
5Y Dividends CAGR
XXV
N/A
ALTY
-1.99%
XXV vs ALTY - Holdings Comparison
XXV and ALTY have 0 common holdings. Overlap is 0.00%
XXV's top 25 holdings weight is 46.75%. ALTY's top 25 holdings weight is 99.82%.
| Rank | XXV | ALTY |
|---|---|---|
| #1 | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 47.96% | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% |
| #2 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.17% | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% |
| #3 | SPXW US 06/01/26 P7400 (n/a) - 0.01% | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% |
| #4 | NM1 FSLR 05/07/27 P100/60 (n/a) - 0.00% | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% |
| #5 | NM1 ORCL 05/07/27 P100/60 (n/a) - -0.01% | WILLIAMS COMPANIES INC (WMB) - 1.72% |
| #6 | NM1 TSLA 12/11/26P100/60 (n/a) - -0.02% | KINDER MORGAN INC CLASS P (KMI) - 1.63% |
| #7 | NM1 TSLA 12/4/26P100/60 E (n/a) - -0.02% | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% |
| #8 | NM1 PLTR 12/11/26 P100/60 (n/a) - -0.03% | SPIRE INC (SR) - 1.51% |
| #9 | NM1 MOS 05/07/27 P100/60 (n/a) - -0.04% | ANTERO MIDSTREAM CORP (AM) - 1.49% |
| #10 | NM1 PLTR 12/4/26 P100/60 (n/a) - -0.04% | SUNOCO LP (SUN) - 1.46% |
| #11 | NM2 PLTR 12/4/26 P100/60 (n/a) - -0.04% | OGE ENERGY CORP (OGE) - 1.46% |
| #12 | NM1 META 03/05/27 P100/60 (n/a) - -0.06% | EVERGY INC (EVRG) - 1.45% |
| #13 | HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.06% | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% |
| #14 | GS1 AXON 04/23/27 P100/60 (n/a) - -0.07% | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% |
| #15 | NM1 NFLX 12/24/26 P100/60 (n/a) - -0.07% | ENERGY TRANSFER LP (ET) - 1.37% |
| #16 | GS1 RDDT 05/14/27 P100/60 (n/a) - -0.07% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% |
| #17 | HS1 LRCX 05/14/27 P100/60 (n/a) - -0.07% | ALLETE INC (ALE) - 1.33% |
| #18 | NM1 VST 05/07/27 P100/60 (n/a) - -0.08% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% |
| #19 | GS1 RDDT 05/07/27 P100/60 (n/a) - -0.08% | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% |
| #20 | HS2 LRCX 05/14/27 P100/60 (n/a) - -0.09% | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% |
| #21 | MS1 TSLA 12/24/26 P100/60 (n/a) - -0.10% | N/A |
| #22 | NM2 TSLA 01/22/27 P100/60 (n/a) - -0.10% | N/A |
| #23 | HS1 ORCL 05/21/27 P100/60 (n/a) - -0.11% | N/A |
| #24 | HS1 TER 05/14/27 P100/60 (n/a) - -0.11% | N/A |
| #25 | NM1 META 02/12/27 P100/60 (n/a) - -0.12% | N/A |
| Total Holdings | 43 | 20 |
XXV vs ALTY - Historical Returns
Returns include dividend reinvestment.
1M
XXV
+0.02%
Winner
ALTY
+1.54%
3M
Winner
XXV
+4.28%
ALTY
+2.85%
6M
XXV
+2.97%
Winner
ALTY
+5.31%
1Y
XXV
N/A
ALTY
+15.41%
5Y(CAGR)
XXV
-3.65%
Winner
ALTY
+5.98%
10Y(CAGR)
XXV
-3.36%
Winner
ALTY
+5.82%
Max(CAGR)
XXV
+1.81%
Winner
ALTY
+6.27%
XXV vs ALTY - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XXV | ALTY |
|---|---|---|
| 2026 | +4.88% | +7.48% |
| 2025 | +4.11% | +10.21% |
| 2024 | N/A | +11.18% |
| 2023 | N/A | +10.01% |
| 2022 | N/A | -12.05% |
| 2021 | N/A | +24.58% |
| 2020 | N/A | -12.87% |
| 2019 | N/A | +20.36% |
| 2018 | -2.63% | -6.00% |
| 2017 | +1.01% | +10.29% |
| 2016 | -1.31% | +17.89% |
| 2015 | -0.50% | -4.66% |
| 2014 | -0.47% | N/A |
| 2013 | +1.77% | N/A |
| 2012 | +13.44% | N/A |
| 2011 | -0.39% | N/A |
| 2010 | +61.21% | N/A |
XXV vs ALTY Drawdown Comparison
The maximum drawdown for XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The current XXV drawdown is -31.77%. The current ALTY drawdown is -0.28%.
| Rank | XXV | ALTY |
|---|---|---|
| #1 | -39.30% Nov 22, 2017 - Mar 30, 2026 | -51.47% Feb 20, 2020 - May 7, 2021 |
| #2 | -19.18% Jul 7, 2011 - Mar 21, 2012 | -30.47% Jul 15, 2015 - Apr 25, 2017 |
| #3 | -12.07% Sep 29, 2016 - Feb 7, 2017 | -18.48% Jan 4, 2022 - May 15, 2024 |
| #4 | -9.69% Jul 1, 2014 - Sep 29, 2016 | -14.18% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -8.34% Aug 9, 2010 - Sep 1, 2010 | -10.07% Feb 20, 2025 - Jul 25, 2025 |
| #6 | -8.03% Feb 7, 2017 - Mar 8, 2017 | -7.30% Jan 26, 2018 - Jul 6, 2018 |
| #7 | -5.44% Feb 14, 2011 - Apr 19, 2011 | -4.34% Mar 2, 2026 - Apr 24, 2026 |
| #8 | -4.72% Mar 8, 2017 - Nov 22, 2017 | -4.23% Jun 14, 2021 - Aug 12, 2021 |
| #9 | -3.71% Mar 26, 2012 - Jul 2, 2012 | -4.06% Sep 2, 2021 - Jan 4, 2022 |
| #10 | -3.59% Nov 22, 2010 - Dec 3, 2010 | -3.92% May 10, 2021 - Jun 1, 2021 |
| #11 | -2.71% Nov 10, 2010 - Nov 19, 2010 | -3.91% Aug 1, 2019 - Sep 18, 2019 |
| #12 | -2.50% Sep 20, 2010 - Sep 24, 2010 | -3.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -2.32% May 31, 2011 - Jun 30, 2011 | -3.54% Nov 29, 2024 - Jan 21, 2025 |
| #14 | -2.24% Sep 28, 2010 - Oct 5, 2010 | -3.53% May 6, 2019 - Jun 20, 2019 |
| #15 | -1.54% Sep 3, 2010 - Sep 9, 2010 | -2.41% Apr 27, 2017 - Jul 14, 2017 |
Correlation
Correlation between XXV and ALTY is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-0.95
-101
Dividend Comparison (2015 - 2026)
XXV vs ALTY dividend yield comparison.
| Year | XXV | ALTY |
|---|---|---|
| 2026 | 12.60% | 3.80% |
| 2025 | 2.36% | 7.50% |
| 2024 | 0.00% | 7.88% |
| 2023 | 0.00% | 7.31% |
| 2022 | 0.00% | 7.66% |
| 2021 | 0.00% | 6.88% |
| 2020 | 0.00% | 9.20% |
| 2019 | 0.00% | 8.74% |
| 2018 | 0.00% | 8.49% |
| 2017 | 0.00% | 7.52% |
| 2016 | 0.00% | 8.20% |
| 2015 | 0.00% | 4.21% |
Select Stocks to Compare
Popular: XXV vs SPYALTY vs SPY
More Comparisons
Compare with similar stocks