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XSHP vs XXV

Kurv SpaceX Enhanced Income ETF

XSHPBCboe

Simplify Ancorato Target 25 Distribution ETF

XXVANYSE Arca

Overlap

Expense ratio

XXV −0.21pt a year

XSHP0.99%XXV0.78%

Avg volume · 30D

XXV 1.5×the volume

XSHP19.5KXXV29K

XSHP vs XXV Performance

Aug 7, 2026 – Nov 9, 2026

+14.2%XSHP−7.3%XXV

Aug 7, 2026 to Nov 9, 2026. XSHP +14.2%. XXV −7.3%. Use the arrow keys to read each point.0%20%30%Aug 2026Sep 2026Nov 2026
Expense ratio
XSHP 0.99%
XXV 0.78%, better
Fund size
XSHP $11M
XXV $46M
Holdings
XSHP 5
XXV 8
Avg volume (30D)
XSHP 19.5K sh
XXV 29K sh, better
NAV per share
XSHP $15.97
XXV $19.89
52W range

ETF.net Grade

XSHP: Cost 77, Risk 34, Mission not scored, Tradability 51, Holdings 31, Durability 26. XXV: Cost 97, Risk 77, Mission not scored, Tradability 63, Holdings 0, Durability 68.
Pillar letters and Scores for XSHP, XXV, with each pillar’s weight
PillarXSHPXXV
Cost30% weightA77A97Higher
Mission25% weightNot scoredNot scored
Risk15% weightD34A77Higher
Tradability15% weightC51B63Higher
Holdings10% weightD31HigherF0
Durability5% weightD26B68Higher

Rank among Single-Stock Option Income funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. XSHP and XXV are both graded against the same 71 Single-Stock Option Income funds, so their Grades compare head to head.

Single-Stock Option Income⁠

Category · 71 funds
See all 71 ›

XXV ranks 3rd and XSHP 22nd of 71 funds in the Single-Stock Option Income Category.

  1. Rank 1AKWINKraneShares Wahed Alternative Income Index ETFScore 87
  2. Rank 2AACYQFT Vest Autocallable Barrier & High Income ETFScore 85
  3. Rank 3AXXVSimplify Ancorato Target 25 Distribution ETFScore 82
  4. Rank 4AAAPYKurv Yield Premium Strategy Apple (AAPL) ETFScore 79
  5. Rank 22BNFLYYieldMax NFLX Option Income Strategy ETFScore 57
  6. Rank 22BXSHPKurv SpaceX Enhanced Income ETFScore 57
  7. Rank 25BCRCOYieldMax CRCL Option Income Strategy ETFScore 56

Our read on each fund

ETF.net Research

XSHPBKurv SpaceX Enhanced Income ETF

XXVASimplify Ancorato Target 25 Distribution ETF

In short

XSHP No data

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

XSHP No data

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

XSHP No data

  • XXV 0.85% a year sits below the going rate in its single-stock options-income cohort, where peers like BRKC and TSMY run near 1%.
  • Options are rolled automatically and continuously, and the ETF wrapper strips out the bank credit risk you take on with a traditional structured note.simplify.ussimplify.us 2
  • Built around cash flow: barriers are adjusted to levels designed to support a 25% annualized distribution target, paid monthly.simplify.us
  • Sub-advised by Ancorato Capital, a structured-products specialist, and one of the stronger implementations in a crowded options-income field.simplify.us

Worth knowing

XSHP No data

  • XXV Barriers cushion, they do not erase. Selling puts on single stocks means the fund wears the loss when a reference name breaks through its barrier.simplify.us
  • The 25% figure is an aspirational goal, not a promise, and distributions may include return of capital, which is your own money coming back.
  • Launched in late 2025 and thinly traded, so bid-ask spreads can cost more than the expense ratio on the way in and out.

Full XSHP profile⁠

Full XXV profile⁠

XSHP vs XXV Holdings

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.

XSHP vs XXV Cost

Overpaying XSHP vs XXV

$3,523

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • XSHP 0.99%

    $18,525

  • XXV 0.78%

    $15,002

$10,000
30 years

Cost over time

  • XSHP 0.99%
  • XXV 0.78%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530XSHP $18,525XXV $15,002

Year by year

YearXSHPXXVOverpaying
10$1,746$1,388$358
20$6,565$5,268$1,297
30$18,525$15,002$3,523

Expense ratio

  • 0.99%XSHP
  • 0.78%XXV, cheaper
  • Middle half of Single-Stock Option Income funds
  • Median 1.04%

XXV 3rd cheapest of 71 funds

XSHP 9th cheapest of 71 funds

XSHP vs XXV Dividends

Last 12 months to Nov 9, 2026
Last payment
XSHP $0.45
XXV $0.46
Ex-dividend
XSHP Nov 4, 2026
XXV Oct 27, 2026
Paid on
XSHP Nov 5, 2026
XXV Oct 30, 2026
Frequency
XSHP Monthly
XXV Monthly

Distribution history

Per share, 2025 to 2026, same scale for both

XSHPMonthly · 5 paymentsAll XSHP payments⁠
One bar per payment. 5 payments from 2025 to 2026 YTD. Jul 8, 2026 $0.69; Aug 5, 2026 $0.52; Sep 2, 2026 $0.52; Oct 7, 2026 $0.52; Nov 4, 2026 $0.45. Use the arrow keys to read each point.$0$0.502026YTD
XXVMonthly · 11 paymentsAll XXV payments⁠
One bar per payment. 11 payments from 2025 to 2026 YTD. Dec 23, 2025 $0.60; Jan 27, 2026 $0.54; Feb 24, 2026 $0.50; Mar 26, 2026 $0.48; Apr 27, 2026 $0.48; May 26, 2026 $0.48; Jun 25, 2026 $0.48; Jul 28, 2026 $0.47; Aug 26, 2026 $0.49; Sep 25, 2026 $0.49; Oct 27, 2026 $0.46. Use the arrow keys to read each point.$0$0.502026YTD

XSHP vs XXV Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
XSHP 0.00XXV 0.71

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