APMU vs PFIX
Comparison between ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).
APMU vs PFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
APMU
$232M
PFIX
$231M
Expense Ratio
Winner
APMU
0.35%
PFIX
0.50%
Max Drawdown
Winner
APMU
5.20%
PFIX
66.22%
Sharpe Ratio
Winner
APMU
0.13
PFIX
-0.45
5Y Beta
APMU
0.01
Winner
PFIX
-0.07
APMU vs PFIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
APMU
+0.94%
PFIX
-9.83%
3M
Winner
APMU
+0.00%
PFIX
-0.17%
6M
Winner
APMU
+0.83%
PFIX
-6.46%
1Y
Winner
APMU
+3.98%
PFIX
-16.66%
5Y(CAGR)
APMU
N/A
PFIX
+16.78%
Max(CAGR)
APMU
+2.29%
Winner
PFIX
+14.39%
APMU vs PFIX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | APMU | PFIX |
|---|---|---|
| 2026 | +0.46% | -6.95% |
| 2025 | +4.41% | +0.57% |
| 2024 | +1.04% | +34.45% |
| 2023 | +1.24% | +12.02% |
| 2022 | N/A | +84.85% |
| 2021 | N/A | -24.95% |
APMU vs PFIX Drawdown Comparison
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The current APMU drawdown is -1.06%. The current PFIX drawdown is -21.25%.
| Rank | APMU | PFIX |
|---|---|---|
| #1 | -4.39% May 3, 2023 - Dec 6, 2023 | -36.17% Oct 20, 2023 - Apr 21, 2025 |
| #2 | -2.46% Feb 28, 2025 - Jun 24, 2025 | -32.20% Oct 24, 2022 - Sep 21, 2023 |
| #3 | -2.40% Feb 26, 2026 - Mar 24, 2026 | -28.20% May 21, 2025 - Feb 27, 2026 |
| #4 | -1.99% Feb 1, 2024 - Jul 31, 2024 | -26.04% May 12, 2021 - Mar 28, 2022 |
| #5 | -1.68% Oct 2, 2024 - Feb 25, 2025 | -25.57% Jun 14, 2022 - Sep 26, 2022 |
| #6 | -0.98% Dec 27, 2023 - Feb 1, 2024 | -18.75% May 6, 2022 - Jun 14, 2022 |
| #7 | -0.87% Nov 11, 2025 - Jan 7, 2026 | -10.73% Apr 22, 2025 - May 12, 2025 |
| #8 | -0.80% Sep 17, 2025 - Nov 11, 2025 | -8.76% Oct 6, 2023 - Oct 19, 2023 |
| #9 | -0.54% Aug 2, 2024 - Aug 21, 2024 | -6.71% Apr 11, 2022 - May 2, 2022 |
| #10 | -0.26% Aug 23, 2024 - Sep 4, 2024 | -6.40% Mar 28, 2022 - Apr 7, 2022 |
| #11 | -0.20% Dec 7, 2023 - Dec 13, 2023 | -4.63% Sep 27, 2022 - Sep 30, 2022 |
| #12 | -0.20% Sep 16, 2024 - Sep 27, 2024 | -4.24% Sep 30, 2022 - Oct 10, 2022 |
| #13 | -0.20% Jan 15, 2026 - Jan 27, 2026 | -4.03% May 2, 2022 - May 5, 2022 |
| #14 | -0.18% Jul 9, 2025 - Jul 29, 2025 | -3.90% May 14, 2025 - May 21, 2025 |
| #15 | -0.18% Aug 18, 2025 - Aug 27, 2025 | -1.84% Oct 3, 2023 - Oct 6, 2023 |
Correlation
Correlation between APMU and PFIX is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2021 - 2026)
APMU vs PFIX dividend yield comparison.
| Year | APMU | PFIX |
|---|---|---|
| 2026 | 1.08% | 1.10% |
| 2025 | 2.63% | 9.92% |
| 2024 | 2.42% | 3.40% |
| 2023 | 1.32% | 87.92% |
| 2022 | 0.00% | 0.63% |
| 2021 | 0.00% | 0.00% |
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