XXV ranks 3rd and XOMO 30th of 71 funds in the Single-Stock Option Income Category.
XOMO vs XXV
0.0%by weight
XXV −0.39pt a year
1.17%0.78%
XOMO 1.7×the volume
55.1K31.8K
XOMO vs XXV Performance
+31.2%+1.7%
- XOMO 1.17%
- XXV 0.78%, better
- XOMO $41M
- XXV $51M
- XOMO +37.1%
- XXV
- XOMO 36.24%
- XXV
- XOMO 9
- XXV 6
- XOMO 55.1K sh, better
- XXV 31.8K sh
- XOMO $11.73
- XXV $21.35
ETF.net Grade
| Pillar | XOMO | XXV |
|---|---|---|
| Cost | D35 | A97Higher |
| Mission | C50 | |
| Risk | A83 | A86Higher |
| Tradability | B61 | B66Higher |
| Holdings | A70 | |
| Durability | A79Higher | B65 |
Rank among Single-Stock Option Income funds
Same Category. XOMO and XXV are both graded against the same 71 Single-Stock Option Income funds, so their Grades compare head to head.
Our read on each fund
XOMOC
XXVA
In short
XOMO XOMO points YieldMax's premium-harvesting machinery at an oil major, selling call spreads on Exxon Mobil rather than plain covered calls, aiming to bank option income while leaving room to ride part of XOM's move higher.
XXV Structured-note income without the bank. XXV sells barrier put options on single stocks, and sometimes worst-of baskets, chasing an aspirational 25% annualized payout, with the options rolled continuously. The top rung of Simplify's barrier-income ladder.
Stated mandate
XOMO The fund is actively managed to generate weekly income by selling call spreads on Exxon Mobil Corp. It seeks to harvest option premiums while retaining some participation in Exxon Mobil's share-price appreciation.
XXV XXV seeks high monthly income through selling barrier put options referencing individual stocks, with possible use of worst-of baskets of individual stocks. Its 25% annualized distribution goal is aspirational and not guaranteed.
Why people hold it
Worth knowing
XOMO vs XXV Holdings
How XOMO and XXV differ
0.0%
Shared holdings make up 0.0% of XOMO and 0.0% of XXV.
Level by level
- Asset class0.0%
- Holdings0.0%
Sector
No Sector split for XOMO and XXV.
Country, concentration and asset class
Country
| Country | More in XOMOMore in XXV | XOMO | XXV |
|---|---|---|---|
| United States | Same weight | 100.0% | 100.0% |
Concentration
- XOMO102.6%
- XXV118.0%
- XOMO9
- XXV5
Asset class
- XOMO
- Alternatives
- XXV
- Equity
Holdings
- Only in XOMO9
- In both0
- Only in XXV5
Only in XOMO
9 securities, 100% of XOMO by weight
- United States Treasury Bill 07/08/202735.41%
- Xom 12/18/2026 155.01 C18.65%
- United States Treasury Bill 02/18/202717.47%
- United States Treasury Bill 12/10/202617.45%
- United States Treasury Note/Bond 2.375% 05/15/202711.50%
- United States Treasury Note/Bond 3.375% 09/15/20271.51%
- Xom Us 11/06/26 C1950.35%
- First American Government Obligations Fund 12/01/20310.14%
- Xom Us 11/06/26 C192.50.10%
Only in XXV
5 securities, 100% of XXV by weight
- Simplify E Govt Money Mkt Etf59.12%
- B 1/28/27 Govt29.22%
- B 3/11/27 Govt19.24%
- B 12/31/26 Govt7.51%
- B 12/3/26 Govt2.50%
Weight gaps
XOMO and XXV share no securities.
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
XOMO vs XXV Cost
Overpaying XOMO vs XXV
$6,386
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
XOMO 1.17%
$21,388
XXV 0.78%
$15,002
Cost over time
Year by year
| Year | XOMO | XXV | Overpaying |
|---|---|---|---|
| 10 | $2,048 | $1,388 | $660 |
| 20 | $7,639 | $5,268 | $2,371 |
| 30 | $21,388 | $15,002 | $6,386 |
- 1.17%XOMO
- 0.78%XXV, cheaper
- Middle half of Single-Stock Option Income funds
- Median 1.04%
XXV 3rd cheapest of 71 funds
XOMO 46th cheapest of 71 funds
XOMO vs XXV Dividends
- XOMO 36.24%
- XXV
- XOMO $4.10
- XXV
- XOMO $0.09
- XXV $0.46
- XOMO Oct 29, 2026
- XXV Oct 27, 2026
- XOMO Oct 30, 2026
- XXV Oct 30, 2026
- XOMO Weekly
- XXV Monthly
Distribution history
XOMO vs XXV Risk
Fall from peak · 5 years
Risk facts
- Volatility
- XOMO 17.6%XXV
- Return per unit of risk
- XOMO 0.63XXV
- Worst fall
- XOMO −18.9%XXV
- Market sensitivity
- XOMO −0.29XXV 0.71
Popular comparisons
- 1.17% · 0.51%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.78% · 0.51%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.17% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.78% · 0.75%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.17% · 0.99%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.78% · 0.99%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.