XXV vs BCFN
Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and BARON FINANCIALS ETF (BCFN, ETF).
XXV vs BCFN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XXV
$48M
BCFN
$48M
Expense Ratio
XXV
0.85%
Winner
BCFN
0.80%
Max Drawdown
XXV
45.96%
Winner
BCFN
20.95%
Sharpe Ratio
XXV
-0.74
Winner
BCFN
-0.42
5Y Beta
XXV
0.73
Winner
BCFN
0.67
P/E Ratio
XXV
N/A
BCFN
22.28
Forward P/E
XXV
N/A
BCFN
19.00
PEG Ratio
XXV
N/A
BCFN
0.38
5Y EPS CAGR
XXV
N/A
BCFN
15.83%
Debt to Equity
XXV
N/A
BCFN
77.55%
P/S Ratio
XXV
N/A
BCFN
4.47
P/B Ratio
XXV
N/A
BCFN
3.97
XXV vs BCFN - Holdings Comparison
XXV and BCFN have 1 common holdings. Overlap is -0.81%
XXV's top 25 holdings weight is 47.28%. BCFN's top 25 holdings weight is 83.72%.
| Rank | XXV | BCFN |
|---|---|---|
| #1 | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 48.30% | VISA INC CLASS A (V) - 5.88% |
| #2 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.55% | MASTERCARD INC CLASS A (MA) - 5.74% |
| #3 | GS1 AMD 06/04/27 P100/60 (n/a) - 0.00% | BANK OF AMERICA CORP (BAC) - 4.96% |
| #4 | NM1 MRNA 05/07/27 P100/60 (n/a) - 0.00% | JPMORGAN CHASE & CO (JPM) - 4.50% |
| #5 | NM1 CRDO 06/04/27 P100/60 (n/a) - 0.00% | CHARLES SCHWAB CORP (SCHW) - 4.36% |
| #6 | GS1 KLAC 06/11/27 P100/60 (n/a) - -0.01% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.12% |
| #7 | GS1 AXON 06/04/27 P100/60 (n/a) - -0.01% | MORGAN STANLEY (MS) - 4.02% |
| #8 | NM1 TSLA 12/11/26P100/60 (n/a) - -0.02% | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.84% |
| #9 | HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.02% | S&P GLOBAL INC (SPGI) - 3.77% |
| #10 | NM1 TSLA 12/4/26P100/60 E (n/a) - -0.03% | MOODYS CORP (MCO) - 3.65% |
| #11 | HS1 EXPE 05/07/27 P100/60 (n/a) - -0.04% | KKR & CO INC ORDINARY SHARES (KKR) - 3.54% |
| #12 | HS1 LRCX 06/11/27 P100/60 (n/a) - -0.05% | MSCI INC (MSCI) - 3.42% |
| #13 | HS1 TER 06/11/27 P100/60 (n/a) - -0.05% | MERCADOLIBRE INC (MELI) - 3.13% |
| #14 | HS1 AMD 06/11/27 P100/60 (n/a) - -0.06% | BLACKROCK INC (BLK) - 3.07% |
| #15 | NM1 PLTR 12/11/26 P100/60 (n/a) - -0.07% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.97% |
| #16 | NM1 VST 05/07/27 P100/60 (n/a) - -0.09% | AERCAP HOLDINGS NV (AER) - 2.85% |
| #17 | NM2 PLTR 12/4/26 P100/60 (n/a) - -0.10% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.84% |
| #18 | MS1 TSLA 12/24/26 P100/60 (n/a) - -0.11% | CME GROUP INC CLASS A (CME) - 2.78% |
| #19 | NM1 PLTR 12/4/26 P100/60 (n/a) - -0.11% | CAPITAL ONE FINANCIAL CORP (COF) - 2.59% |
| #20 | GS1 NXT 06/25/27 P100/60 (n/a) - -0.13% | AMERICAN EXPRESS CO (AXP) - 2.36% |
| #21 | NM2 TSLA 01/22/27 P100/60 (n/a) - -0.13% | VERISK ANALYTICS INC (VRSK) - 2.21% |
| #22 | NM1 META 03/05/27 P100/60 (n/a) - -0.13% | ARCH CAPITAL GROUP LTD (ACGL) - 2.03% |
| #23 | HS1 COST/W/WMT WOF 11/27/ (n/a) - -0.13% | HOULIHAN LOKEY INC CLASS A (HLI) - 1.77% |
| #24 | NM1 TSLA 12/31/26 P100/60 (n/a) - -0.13% | TRADEWEB MARKETS INC (TW) - 1.66% |
| #25 | NM1 TSLA 12/24/26 P100/60 (n/a) - -0.15% | WISE GROUP PLC CLASS A (WSE) - 1.66% |
| Total Holdings | 47 | 43 |
XXV vs BCFN - Historical Returns
Returns include dividend reinvestment.
1M
XXV
+6.59%
Winner
BCFN
+6.69%
3M
XXV
+4.13%
Winner
BCFN
+13.20%
6M
XXV
+9.05%
Winner
BCFN
+9.65%
5Y(CAGR)
XXV
-3.27%
BCFN
N/A
10Y(CAGR)
XXV
-3.12%
BCFN
N/A
Max(CAGR)
Winner
XXV
+1.98%
BCFN
-5.39%
XXV vs BCFN - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XXV | BCFN |
|---|---|---|
| 2026 | +7.94% | -3.23% |
| 2025 | +4.11% | +0.35% |
| 2018 | -2.63% | N/A |
| 2017 | +1.01% | N/A |
| 2016 | -1.31% | N/A |
| 2015 | -0.50% | N/A |
| 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 BCFN 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 BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current XXV drawdown is -29.78%. The current BCFN drawdown is -6.49%.
| Rank | XXV | BCFN |
|---|---|---|
| #1 | -39.30% Nov 22, 2017 - Mar 30, 2026 | -20.95% Jan 6, 2026 - Mar 27, 2026 |
| #2 | -19.18% Jul 7, 2011 - Mar 21, 2012 | -2.69% Dec 26, 2025 - Jan 5, 2026 |
| #3 | -12.07% Sep 29, 2016 - Feb 7, 2017 | -0.42% Dec 15, 2025 - Dec 19, 2025 |
| #4 | -9.69% Jul 1, 2014 - Sep 29, 2016 | N/A |
| #5 | -8.34% Aug 9, 2010 - Sep 1, 2010 | N/A |
| #6 | -8.03% Feb 7, 2017 - Mar 8, 2017 | N/A |
| #7 | -5.44% Feb 14, 2011 - Apr 19, 2011 | N/A |
| #8 | -4.72% Mar 8, 2017 - Nov 22, 2017 | N/A |
| #9 | -3.71% Mar 26, 2012 - Jul 2, 2012 | N/A |
| #10 | -3.59% Nov 22, 2010 - Dec 3, 2010 | N/A |
| #11 | -2.71% Nov 10, 2010 - Nov 19, 2010 | N/A |
| #12 | -2.50% Sep 20, 2010 - Sep 24, 2010 | N/A |
| #13 | -2.32% May 31, 2011 - Jun 30, 2011 | N/A |
| #14 | -2.24% Sep 28, 2010 - Oct 5, 2010 | N/A |
| #15 | -1.54% Sep 3, 2010 - Sep 9, 2010 | N/A |
Correlation
Correlation between XXV and BCFN is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
0.17
-101
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