YGLD vs XRMI

Comparison between Simplify Gold Strategy PLUS Income ETF (YGLD, ETF) and GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF).

YGLD vs XRMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YGLD(ETF)	XRMI(ETF)
Net Assets	$49M	$49M
Expense Ratio	0.53%	0.60%
Max Drawdown	38.53%	37.83%
Sharpe Ratio	0.47	0.91
5Y Beta	0.66	0.31
P/E Ratio	N/A	29.47
Forward P/E	N/A	22.40
5Y EPS CAGR	N/A	29.35%
Debt to Equity	N/A	40.90%
P/S Ratio	N/A	3.72
P/B Ratio	N/A	5.65

Net Assets

Winner

YGLD

$49M

XRMI

$49M

Expense Ratio

Winner

YGLD

0.53%

XRMI

0.60%

Max Drawdown

YGLD

38.53%

Winner

XRMI

37.83%

Sharpe Ratio

YGLD

0.47

Winner

XRMI

0.91

5Y Beta

YGLD

0.66

Winner

XRMI

0.31

P/E Ratio

YGLD

N/A

XRMI

29.47

Forward P/E

YGLD

N/A

XRMI

22.40

5Y EPS CAGR

YGLD

N/A

XRMI

29.35%

Debt to Equity

YGLD

N/A

XRMI

40.90%

P/S Ratio

YGLD

N/A

XRMI

3.72

P/B Ratio

YGLD

N/A

XRMI

5.65

YGLD vs XRMI - Historical Returns

Returns include dividend reinvestment.

Period	YGLD	XRMI
1 month	-7.63%	+0.41%
3 months	-27.65%	-0.17%
6 months	-10.89%	+2.22%
1 year	+17.83%	+8.84%
5 years(CAGR)	N/A	+2.39%
Max(CAGR)	+40.81%	+2.39%

YGLD

-7.63%

Winner

XRMI

+0.41%

YGLD

-27.65%

Winner

XRMI

-0.17%

YGLD

-10.89%

Winner

XRMI

+2.22%

Winner

YGLD

+17.83%

XRMI

+8.84%

5Y(CAGR)

YGLD

N/A

XRMI

+2.39%

Max(CAGR)

Winner

YGLD

+40.81%

XRMI

+2.39%

YGLD vs XRMI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	YGLD	XRMI
2026	-11.73%	+0.88%
2025	+92.88%	+4.80%
2024	-4.17%	+15.01%
2023	N/A	+4.58%
2022	N/A	-14.20%
2021	N/A	+2.68%

YGLD vs XRMI Drawdown Comparison

The maximum drawdown for YGLD was -35.95%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.

The current YGLD drawdown is -35.95%. The current XRMI drawdown is -0.90%.

Rank	YGLD	XRMI
#1	-35.95% Jan 28, 2026 - Jun 5, 2026	-15.29% Dec 29, 2021 - Nov 6, 2024
#2	-15.20% Oct 20, 2025 - Dec 23, 2025	-8.34% Feb 20, 2025 - Nov 24, 2025
#3	-10.55% Dec 11, 2024 - Jan 24, 2025	-5.03% Feb 25, 2026 - Jun 2, 2026
#4	-8.59% Dec 26, 2025 - Jan 12, 2026	-2.24% Sep 15, 2021 - Oct 15, 2021
#5	-7.87% Feb 13, 2025 - Mar 18, 2025	-1.50% Nov 22, 2021 - Dec 8, 2021
#6	-7.51% Jul 22, 2025 - Aug 29, 2025	-1.45% Dec 15, 2021 - Dec 27, 2021
#7	-6.23% Apr 2, 2025 - Apr 9, 2025	-1.37% Feb 2, 2026 - Feb 9, 2026
#8	-6.20% May 6, 2025 - Jun 2, 2025	-1.15% Jan 6, 2025 - Jan 15, 2025
#9	-5.85% Apr 21, 2025 - May 6, 2025	-0.99% Dec 8, 2021 - Dec 15, 2021
#10	-4.86% Jun 13, 2025 - Jul 22, 2025	-0.90% Jun 2, 2026 - Jun 5, 2026
#11	-4.62% Jun 4, 2025 - Jun 13, 2025	-0.89% Feb 10, 2026 - Feb 20, 2026
#12	-3.17% Oct 8, 2025 - Oct 13, 2025	-0.81% Jan 6, 2026 - Jan 26, 2026
#13	-2.77% Oct 16, 2025 - Oct 20, 2025	-0.78% Dec 17, 2024 - Dec 20, 2024
#14	-2.49% Jan 24, 2025 - Jan 30, 2025	-0.69% Dec 26, 2024 - Jan 6, 2025
#15	-1.92% Sep 16, 2025 - Sep 22, 2025	-0.67% Jan 23, 2025 - Feb 10, 2025