XXV vs SJB
Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and PROSHARES SHORT HIGH YIELD (SJB, ETF).
5-Year PerformanceSJB has outperformed XXV, delivering a return of -0.2% compared to -3.3%
XXV vs SJB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XXV vs SJB - Historical Returns
Returns include dividend reinvestment.
XXV vs SJB - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XXV | SJB |
|---|---|---|
| 2026 | +7.94% | +0.31% |
| 2025 | +4.11% | -1.63% |
| 2024 | N/A | -1.13% |
| 2023 | N/A | -5.47% |
| 2022 | N/A | +9.51% |
| 2021 | N/A | -7.04% |
| 2020 | N/A | -8.79% |
| 2019 | N/A | -11.72% |
| 2018 | -2.63% | +2.52% |
| 2017 | +1.01% | -5.75% |
| 2016 | -1.31% | -14.50% |
| 2015 | -0.50% | +2.39% |
| 2014 | -0.47% | -4.54% |
| 2013 | +1.77% | -7.96% |
| 2012 | +13.44% | -13.08% |
| 2011 | -0.39% | -7.20% |
| 2010 | +61.21% | N/A |
XXV vs SJB 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 SJB was -58.06%, occurring on Dec 28, 2021. This drawdown has not yet recovered.
The current XXV drawdown is -29.78%. The current SJB drawdown is -57.55%.
| Rank | XXV | SJB |
|---|---|---|
| #1 | -39.30% Nov 22, 2017 - Mar 30, 2026 | -58.06% Oct 4, 2011 - Dec 28, 2021 |
| #2 | -19.18% Jul 7, 2011 - Mar 21, 2012 | -6.29% Aug 8, 2011 - Oct 3, 2011 |
| #3 | -12.07% Sep 29, 2016 - Feb 7, 2017 | -5.33% Jun 16, 2011 - Aug 8, 2011 |
| #4 | -9.69% Jul 1, 2014 - Sep 29, 2016 | -2.68% Mar 22, 2011 - Jun 13, 2011 |
| #5 | -8.34% Aug 9, 2010 - Sep 1, 2010 | -0.67% Jun 13, 2011 - Jun 16, 2011 |
| #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 SJB is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2018 - 2026)
XXV vs SJB dividend yield comparison.
| Year | XXV | SJB |
|---|---|---|
| 2026 | 14.49% | 1.38% |
| 2025 | 2.36% | 3.86% |
| 2024 | 0.00% | 5.86% |
| 2023 | 0.00% | 4.10% |
| 2022 | 0.00% | 0.46% |
| 2020 | 0.00% | 0.07% |
| 2019 | 0.00% | 1.27% |
| 2018 | 0.00% | 0.71% |
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