XXV vs DIVP
Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and CULLEN ENHANCED EQUITY INCOME ETF (DIVP, ETF).
XXV vs DIVP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XXV
$48M
Winner
DIVP
$48M
Expense Ratio
XXV
0.85%
Winner
DIVP
0.55%
Max Drawdown
XXV
44.29%
Winner
DIVP
14.87%
Sharpe Ratio
XXV
-0.85
Winner
DIVP
1.13
5Y Beta
XXV
0.62
Winner
DIVP
0.46
P/E Ratio
XXV
N/A
DIVP
16.23
Forward P/E
XXV
N/A
DIVP
13.42
PEG Ratio
XXV
N/A
DIVP
0.14
5Y EPS CAGR
XXV
N/A
DIVP
6.11%
Debt to Equity
XXV
N/A
DIVP
53.27%
P/S Ratio
XXV
N/A
DIVP
1.80
P/B Ratio
XXV
N/A
DIVP
2.15
XXV vs DIVP - Holdings Comparison
XXV and DIVP have 1 common holdings. Overlap is -1.09%
XXV's top 25 holdings weight is 48.12%. DIVP's top 25 holdings weight is 80.69%.
| Rank | XXV | DIVP |
|---|---|---|
| #1 | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 49.88% | MERCK & CO INC (MRK) - 4.39% |
| #2 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.55% | CISCO SYSTEMS INC (CSCO) - 4.31% |
| #3 | NDXP US 05/15/26 P20400 (n/a) - 0.01% | CONOCOPHILLIPS (COP) - 4.14% |
| #4 | NM1 AMD/INTC/NVDA WOF 02/ (n/a) - -0.01% | EOG RESOURCES INC (EOG) - 4.07% |
| #5 | NM1 AMD 02/05/27 P100/60 (n/a) - -0.02% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.68% |
| #6 | NM1 AVGO 02/05/27 P100/60 (n/a) - -0.02% | UNITEDHEALTH GROUP INC (UNH) - 3.60% |
| #7 | NM1 TSLA 12/11/26P100/60 (n/a) - -0.03% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.55% |
| #8 | NM1 NFLX 12/24/26 P100/60 (n/a) - -0.04% | TRUIST FINANCIAL CORP (TFC) - 3.36% |
| #9 | NM1 PLTR 12/11/26 P100/60 (n/a) - -0.05% | EXXON MOBIL CORP (XOM) - 3.29% |
| #10 | NM1 TSLA 12/4/26P100/60 E (n/a) - -0.05% | MEDTRONIC PLC (MDT) - 3.24% |
| #11 | NM2 PLTR 12/4/26 P100/60 (n/a) - -0.07% | DUKE ENERGY CORP (DUK) - 3.20% |
| #12 | NM1 TSLA 01/22/27 P100/60 (n/a) - -0.07% | ALTRIA GROUP INC (MO) - 3.17% |
| #13 | NM1 PLTR 12/4/26 P100/60 (n/a) - -0.07% | PPL CORP (PPL) - 3.13% |
| #14 | HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.08% | KEURIG DR PEPPER INC (KDP) - 2.99% |
| #15 | NM1 META 03/05/27 P100/60 (n/a) - -0.08% | BANK OF AMERICA CORP (BAC) - 2.98% |
| #16 | NM1 MOS 04/30/27 P100/60 (n/a) - -0.11% | VERIZON COMMUNICATIONS INC (VZ) - 2.97% |
| #17 | NM1 RDDT 04/09/27 P100/60 (n/a) - -0.12% | CITIGROUP INC (C) - 2.96% |
| #18 | BP1 AAPL/GOOGL/MSFT WOF 0 (n/a) - -0.14% | BECTON DICKINSON & CO (BDX) - 2.95% |
| #19 | NM1 INTU 04/23/27 P100/60 (n/a) - -0.16% | SYSCO CORP (SYY) - 2.87% |
| #20 | HS1 ADBE 01/08/27 P100/60 (n/a) - -0.16% | HEALTHPEAK PROPERTIES INC (DOC) - 2.85% |
| #21 | NM1 META 02/12/27 P100/60 (n/a) - -0.18% | GENUINE PARTS CO (GPC) - 2.77% |
| #22 | MS1 TSLA 12/24/26 P100/60 (n/a) - -0.20% | BCE INC (BCE) - 2.70% |
| #23 | GS1 AXON 04/23/27 P100/60 (n/a) - -0.21% | FIRST HORIZON CORP (FHN) - 2.57% |
| #24 | NM1 ORCL 04/23/27 P100/60 (n/a) - -0.22% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.51% |
| #25 | NM2 TSLA 01/22/27 P100/60 (n/a) - -0.23% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.44% |
| Total Holdings | 40 | 45 |
XXV vs DIVP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XXV
+3.64%
DIVP
+2.59%
3M
Winner
XXV
+3.96%
DIVP
+2.34%
6M
XXV
+4.76%
Winner
DIVP
+10.12%
1Y
XXV
N/A
DIVP
+15.83%
5Y(CAGR)
XXV
-3.77%
DIVP
N/A
10Y(CAGR)
XXV
-2.92%
DIVP
N/A
Max(CAGR)
XXV
+1.79%
Winner
DIVP
+10.02%
XXV vs DIVP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XXV | DIVP |
|---|---|---|
| 2026 | +4.28% | +7.94% |
| 2025 | +4.11% | +7.86% |
| 2024 | N/A | +5.74% |
| 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 DIVP 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 DIVP was -12.25%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current XXV drawdown is -32.16%.
| Rank | XXV | DIVP |
|---|---|---|
| #1 | -39.30% Nov 22, 2017 - Mar 30, 2026 | -12.25% Nov 29, 2024 - Jul 22, 2025 |
| #2 | -19.18% Jul 7, 2011 - Mar 21, 2012 | -6.28% Feb 11, 2026 - May 22, 2026 |
| #3 | -12.07% Sep 29, 2016 - Feb 7, 2017 | -5.49% Jul 23, 2025 - Dec 12, 2025 |
| #4 | -9.69% Jul 1, 2014 - Sep 29, 2016 | -4.43% May 17, 2024 - Jul 17, 2024 |
| #5 | -8.34% Aug 9, 2010 - Sep 1, 2010 | -3.96% Mar 28, 2024 - May 10, 2024 |
| #6 | -8.03% Feb 7, 2017 - Mar 8, 2017 | -3.66% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -5.44% Feb 14, 2011 - Apr 19, 2011 | -2.80% Oct 18, 2024 - Nov 22, 2024 |
| #8 | -4.72% Mar 8, 2017 - Nov 22, 2017 | -2.13% Jul 17, 2024 - Jul 30, 2024 |
| #9 | -3.71% Mar 26, 2012 - Jul 2, 2012 | -1.53% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -3.59% Nov 22, 2010 - Dec 3, 2010 | -1.37% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -2.71% Nov 10, 2010 - Nov 19, 2010 | -1.24% Jan 6, 2026 - Jan 8, 2026 |
| #12 | -2.50% Sep 20, 2010 - Sep 24, 2010 | -1.19% May 22, 2026 - Jun 5, 2026 |
| #13 | -2.32% May 31, 2011 - Jun 30, 2011 | -1.15% Dec 15, 2025 - Jan 5, 2026 |
| #14 | -2.24% Sep 28, 2010 - Oct 5, 2010 | -1.08% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -1.54% Sep 3, 2010 - Sep 9, 2010 | -0.95% Mar 13, 2024 - Mar 20, 2024 |
Correlation
Correlation between XXV and DIVP is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
Dividend Comparison (2024 - 2026)
XXV vs DIVP dividend yield comparison.
| Year | XXV | DIVP |
|---|---|---|
| 2026 | 10.40% | 2.43% |
| 2025 | 2.36% | 6.06% |
| 2024 | 0.00% | 5.92% |
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