XXV vs LITP

Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and Sprott Lithium Miners ETF (LITP, ETF).

XXV vs LITP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XXV(ETF)	LITP(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.85%	0.65%
Max Drawdown	44.29%	76.86%
Sharpe Ratio	-0.85	0.97
5Y Beta	0.63	1.29

Net Assets

Winner

XXV

$46M

LITP

$46M

Expense Ratio

XXV

0.85%

Winner

LITP

0.65%

Max Drawdown

Winner

XXV

44.29%

LITP

76.86%

Sharpe Ratio

XXV

-0.85

Winner

LITP

0.97

5Y Beta

Winner

XXV

0.63

LITP

1.29

XXV vs LITP - Holdings Comparison

XXV and LITP have 1 common holdings. Overlap is -0.52%

XXV's top 25 holdings weight is 46.75%. LITP's top 25 holdings weight is 96.30%.

Rank	XXV	LITP
#1	SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 47.96%	SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 10.88%
#2	DREYFUS TRSY OBLIG CASH M (n/a) - 0.17%	GANFENG LITHIUM GROUP CO LTD (n/a) - 9.84%
#3	SPXW US 06/01/26 P7400 (n/a) - 0.01%	ALBEMARLE CORP (ALB) - 9.71%
#4	NM1 FSLR 05/07/27 P100/60 (n/a) - 0.00%	PLS GROUP LTD (n/a) - 9.53%
#5	NM1 ORCL 05/07/27 P100/60 (n/a) - -0.01%	LIONTOWN LTD (n/a) - 8.59%
#6	NM1 TSLA 12/11/26P100/60 (n/a) - -0.02%	LITHIUM ARGENTINA AG (n/a) - 4.81%
#7	NM1 TSLA 12/4/26P100/60 E (n/a) - -0.02%	IGO LTD (n/a) - 4.53%
#8	NM1 PLTR 12/11/26 P100/60 (n/a) - -0.03%	LITHIUM AMERICAS CORP (LAC) - 4.51%
#9	NM1 MOS 05/07/27 P100/60 (n/a) - -0.04%	TIANQI LITHIUM CORP CLASS H (n/a) - 4.42%
#10	NM1 PLTR 12/4/26 P100/60 (n/a) - -0.04%	ELEVRA LITHIUM LTD (n/a) - 4.39%
#11	NM2 PLTR 12/4/26 P100/60 (n/a) - -0.04%	VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 3.57%
#12	NM1 META 03/05/27 P100/60 (n/a) - -0.06%	SIGMA LITHIUM CORP (n/a) - 3.25%
#13	HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.06%	PMET RESOURCES INC (PMETF) - 3.14%
#14	GS1 AXON 04/23/27 P100/60 (n/a) - -0.07%	STANDARD LITHIUM CORP (SLI) - 2.60%
#15	NM1 NFLX 12/24/26 P100/60 (n/a) - -0.07%	CORE LITHIUM LTD (n/a) - 2.12%
#16	GS1 RDDT 05/14/27 P100/60 (n/a) - -0.07%	EUROPEAN LITHIUM LTD (n/a) - 2.03%
#17	HS1 LRCX 05/14/27 P100/60 (n/a) - -0.07%	Q2 METALS CORP (n/a) - 1.76%
#18	NM1 VST 05/07/27 P100/60 (n/a) - -0.08%	WILDCAT RESOURCES LTD (n/a) - 1.66%
#19	GS1 RDDT 05/07/27 P100/60 (n/a) - -0.08%	IONEER LTD (n/a) - 1.21%
#20	HS2 LRCX 05/14/27 P100/60 (n/a) - -0.09%	LI-FT POWER LTD (n/a) - 1.12%
#21	MS1 TSLA 12/24/26 P100/60 (n/a) - -0.10%	GALAN LITHIUM LTD (n/a) - 1.10%
#22	NM2 TSLA 01/22/27 P100/60 (n/a) - -0.10%	POWER METALS CORP (n/a) - 0.42%
#23	HS1 ORCL 05/21/27 P100/60 (n/a) - -0.11%	SURGE BATTERY METALS INC (n/a) - 0.39%
#24	HS1 TER 05/14/27 P100/60 (n/a) - -0.11%	KODAL MINERALS PLC (n/a) - 0.37%
#25	NM1 META 02/12/27 P100/60 (n/a) - -0.12%	ATLAS LITHIUM CORP (ATLX) - 0.35%
Total Holdings	43	41

XXV vs LITP - Historical Returns

Returns include dividend reinvestment.

Period	XXV	LITP
1 month	+0.02%	-24.65%
3 months	+4.28%	-35.46%
6 months	+2.97%	-31.88%
1 year	N/A	+49.73%
5 years(CAGR)	-3.65%	N/A
10 years(CAGR)	-3.36%	N/A
Max(CAGR)	+1.81%	-13.92%

Winner

XXV

+0.02%

LITP

-24.65%

Winner

XXV

+4.28%

LITP

-35.46%

Winner

XXV

+2.97%

LITP

-31.88%

XXV

N/A

LITP

+49.73%

5Y(CAGR)

XXV

-3.65%

LITP

N/A

10Y(CAGR)

XXV

-3.36%

LITP

N/A

Max(CAGR)

Winner

XXV

+1.81%

LITP

-13.92%

XXV vs LITP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	XXV	LITP
2026	+4.88%	-18.45%
2025	+4.11%	+87.43%
2024	N/A	-43.69%
2023	N/A	-36.25%
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 LITP 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 LITP was -74.76%, occurring on Apr 8, 2025. Recovery took 812 trading sessions.

The current XXV drawdown is -31.77%. The current LITP drawdown is -43.31%.

Rank	XXV	LITP
#1	-39.30% Nov 22, 2017 - Mar 30, 2026	-74.76% Feb 2, 2023 - Apr 30, 2026
#2	-19.18% Jul 7, 2011 - Mar 21, 2012	-43.93% May 6, 2026 - Jul 20, 2026
#3	-12.07% Sep 29, 2016 - Feb 7, 2017	-4.89% May 1, 2026 - May 6, 2026
#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