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XXV vs SPY

Comparison between SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XXV, delivering a return of +13.3% compared to -3.8%

XXV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XXV
$48M
Winner
SPY
$735B
Expense Ratio
XXV
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
XXV
44.29%
SPY
56.47%
Sharpe Ratio
XXV
-0.85
Winner
SPY
1.62
5Y Beta
Winner
XXV
0.62
SPY
1.00
P/E Ratio
XXV
N/A
SPY
28.99
Forward P/E
XXV
N/A
SPY
22.37
5Y Dividends CAGR
XXV
N/A
SPY
5.43%
5Y EPS CAGR
XXV
N/A
SPY
26.05%
Debt to Equity
XXV
N/A
SPY
32.40%
P/S Ratio
XXV
N/A
SPY
3.74
P/B Ratio
XXV
N/A
SPY
5.61

XXV vs SPY - Holdings Comparison

XXV and SPY have 1 common holdings. Overlap is -1.09%

XXV's top 25 holdings weight is 48.12%. SPY's top 25 holdings weight is 52.37%.

RankXXVSPY
#1
SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 49.88%
NVIDIA CORP (NVDA) - 8.10%
#2
DREYFUS TRSY OBLIG CASH M (n/a) - 0.55%
APPLE INC (AAPL) - 7.02%
#3
NDXP US 05/15/26 P20400 (n/a) - 0.01%
MICROSOFT CORP (MSFT) - 4.79%
#4
NM1 AMD/INTC/NVDA WOF 02/ (n/a) - -0.01%
AMAZON.COM INC (AMZN) - 4.02%
#5
NM1 AMD 02/05/27 P100/60 (n/a) - -0.02%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NM1 AVGO 02/05/27 P100/60 (n/a) - -0.02%
BROADCOM INC (AVGO) - 3.10%
#7
NM1 TSLA 12/11/26P100/60 (n/a) - -0.03%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
NM1 NFLX 12/24/26 P100/60 (n/a) - -0.04%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NM1 PLTR 12/11/26 P100/60 (n/a) - -0.05%
TESLA INC (TSLA) - 1.89%
#10
NM1 TSLA 12/4/26P100/60 E (n/a) - -0.05%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NM2 PLTR 12/4/26 P100/60 (n/a) - -0.07%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NM1 TSLA 01/22/27 P100/60 (n/a) - -0.07%
ELI LILLY AND CO (LLY) - 1.31%
#13
NM1 PLTR 12/4/26 P100/60 (n/a) - -0.07%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
NM1 META 03/05/27 P100/60 (n/a) - -0.08%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NM1 MOS 04/30/27 P100/60 (n/a) - -0.11%
INTEL CORP (INTC) - 0.90%
#17
NM1 RDDT 04/09/27 P100/60 (n/a) - -0.12%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
BP1 AAPL/GOOGL/MSFT WOF 0 (n/a) - -0.14%
VISA INC CLASS A (V) - 0.85%
#19
NM1 INTU 04/23/27 P100/60 (n/a) - -0.16%
WALMART INC (WMT) - 0.81%
#20
HS1 ADBE 01/08/27 P100/60 (n/a) - -0.16%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NM1 META 02/12/27 P100/60 (n/a) - -0.18%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
MS1 TSLA 12/24/26 P100/60 (n/a) - -0.20%
CATERPILLAR INC (CAT) - 0.66%
#23
GS1 AXON 04/23/27 P100/60 (n/a) - -0.21%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
NM1 ORCL 04/23/27 P100/60 (n/a) - -0.22%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NM2 TSLA 01/22/27 P100/60 (n/a) - -0.23%
ABBVIE INC (ABBV) - 0.58%
Total Holdings40505

XXV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XXV
+3.64%
SPY
+1.90%
3M
XXV
+3.96%
Winner
SPY
+8.55%
6M
XXV
+4.76%
Winner
SPY
+8.18%
1Y
XXV
N/A
SPY
+25.79%
5Y(CAGR)
XXV
-3.77%
Winner
SPY
+13.32%
10Y(CAGR)
XXV
-2.92%
Winner
SPY
+15.19%
Max(CAGR)
XXV
+1.79%
Winner
SPY
+8.47%

XXV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXXVSPY
2026+4.28%+8.26%
2025+4.11%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018-2.63%-5.24%
2017+1.01%+20.78%
2016-1.31%+13.59%
2015-0.50%+1.31%
2014-0.47%+14.56%
2013+1.77%+29.00%
2012+13.44%+14.17%
2011-0.39%+0.85%
2010+61.21%+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XXV vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XXV drawdown is -32.16%. The current SPY drawdown is -2.90%.

RankXXVSPY
#1-39.30%
Nov 22, 2017 - Mar 30, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.18%
Jul 7, 2011 - Mar 21, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.07%
Sep 29, 2016 - Feb 7, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.69%
Jul 1, 2014 - Sep 29, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.34%
Aug 9, 2010 - Sep 1, 2010		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.03%
Feb 7, 2017 - Mar 8, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.44%
Feb 14, 2011 - Apr 19, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.72%
Mar 8, 2017 - Nov 22, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.71%
Mar 26, 2012 - Jul 2, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.59%
Nov 22, 2010 - Dec 3, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.71%
Nov 10, 2010 - Nov 19, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.50%
Sep 20, 2010 - Sep 24, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.32%
May 31, 2011 - Jun 30, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.24%
Sep 28, 2010 - Oct 5, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.54%
Sep 3, 2010 - Sep 9, 2010		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XXV and SPY is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56
-101

Dividend Comparison (1999 - 2026)

XXV vs SPY dividend yield comparison.

YearXXVSPY
202610.40%0.24%
20252.36%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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