XXV vs DXD

Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and PROSHARES ULTRASHORT DOW30 (DXD, ETF).

5-Year PerformanceXXV has outperformed DXD, delivering a return of -3.6% compared to -15.4%

XXV vs DXD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XXV(ETF)	DXD(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.85%	N/A
Max Drawdown	44.29%	99.79%
Sharpe Ratio	-0.85	-1.23
5Y Beta	0.63	-1.49

Net Assets

XXV

$46M

Winner

DXD

$46M

Expense Ratio

XXV

0.85%

DXD

N/A

Max Drawdown

Winner

XXV

44.29%

DXD

99.79%

Sharpe Ratio

Winner

XXV

-0.85

DXD

-1.23

5Y Beta

XXV

0.63

Winner

DXD

-1.49

XXV vs DXD - Historical Returns

Returns include dividend reinvestment.

Period	XXV	DXD
1 month	+0.02%	-1.39%
3 months	+4.28%	-10.72%
6 months	+2.97%	-10.85%
1 year	N/A	-25.44%
5 years(CAGR)	-3.65%	-15.38%
10 years(CAGR)	-3.36%	-24.35%
Max(CAGR)	+1.81%	-23.27%

Winner

XXV

+0.02%

DXD

-1.39%

Winner

XXV

+4.28%

DXD

-10.72%

Winner

XXV

+2.97%

DXD

-10.85%

XXV

N/A

DXD

-25.44%

5Y(CAGR)

Winner

XXV

-3.65%

DXD

-15.38%

10Y(CAGR)

Winner

XXV

-3.36%

DXD

-24.35%

Max(CAGR)

Winner

XXV

+1.81%

DXD

-23.27%

XXV vs DXD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	XXV	DXD
2026	+4.88%	-13.36%
2025	+4.11%	-21.75%
2024	N/A	-15.98%
2023	N/A	-18.91%
2022	N/A	+8.56%
2021	N/A	-36.60%
2020	N/A	-43.13%
2019	N/A	-35.32%
2018	-2.63%	+3.70%
2017	+1.01%	-38.07%
2016	-1.31%	-31.86%
2015	-0.50%	-7.27%
2014	-0.47%	-21.92%
2013	+1.77%	-39.84%
2012	+13.44%	-19.67%
2011	-0.39%	-25.06%
2010	+61.21%	-27.52%
2009	N/A	-41.74%
2008	N/A	+42.06%
2007	N/A	-8.91%
2006	N/A	-21.72%

XXV vs DXD 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 DXD was -99.72%, occurring on Jul 6, 2026. This drawdown has not yet recovered.

The current XXV drawdown is -31.77%. The current DXD drawdown is -99.71%.

Rank	XXV	DXD
#1	-39.30% Nov 22, 2017 - Mar 30, 2026	-99.72% Mar 9, 2009 - Jul 6, 2026
#2	-19.18% Jul 7, 2011 - Mar 21, 2012	-38.16% Jul 17, 2006 - Oct 3, 2008
#3	-12.07% Sep 29, 2016 - Feb 7, 2017	-35.19% Nov 20, 2008 - Mar 2, 2009
#4	-9.69% Jul 1, 2014 - Sep 29, 2016	-31.57% Oct 27, 2008 - Nov 20, 2008
#5	-8.34% Aug 9, 2010 - Sep 1, 2010	-19.15% Oct 10, 2008 - Oct 27, 2008
#6	-8.03% Feb 7, 2017 - Mar 8, 2017	-4.65% Mar 3, 2009 - Mar 5, 2009
#7	-5.44% Feb 14, 2011 - Apr 19, 2011	-1.05% Mar 5, 2009 - Mar 9, 2009
#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 DXD is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26

-101

Dividend Comparison (2006 - 2026)

XXV vs DXD dividend yield comparison.

Year	XXV	DXD
2026	12.60%	1.48%
2025	2.36%	4.25%
2024	0.00%	5.91%
2023	0.00%	3.87%
2022	0.00%	0.25%
2020	0.00%	0.31%
2019	0.00%	1.76%
2018	0.00%	1.15%
2017	0.00%	0.12%
2008	0.00%	37.79%
2007	0.00%	3.98%
2006	0.00%	1.06%