CCSO vs RFIX

Comparison between CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

CCSO vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCSO(ETF)	RFIX(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.35%	0.50%
Max Drawdown	23.69%	42.17%
Sharpe Ratio	0.54	-0.45
5Y Beta	1.13	-0.04
P/E Ratio	-70.16	N/A
Forward P/E	21.29	N/A
5Y EPS CAGR	15.52%	N/A
Debt to Equity	39.55%	N/A
P/S Ratio	1.53	N/A
P/B Ratio	3.62	N/A

Net Assets

Winner

CCSO

$46M

RFIX

$46M

Expense Ratio

Winner

CCSO

0.35%

RFIX

0.50%

Max Drawdown

Winner

CCSO

23.69%

RFIX

42.17%

Sharpe Ratio

Winner

CCSO

0.54

RFIX

-0.45

5Y Beta

CCSO

1.13

Winner

RFIX

-0.04

P/E Ratio

CCSO

-70.16

RFIX

N/A

Forward P/E

CCSO

21.29

RFIX

N/A

5Y EPS CAGR

CCSO

15.52%

RFIX

N/A

Debt to Equity

CCSO

39.55%

RFIX

N/A

P/S Ratio

CCSO

1.53

RFIX

N/A

P/B Ratio

CCSO

3.62

RFIX

N/A

CCSO vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	CCSO	RFIX
1 month	+0.97%	-5.89%
3 months	-6.05%	-8.39%
6 months	-4.82%	-12.62%
1 year	+11.86%	-11.68%
Max(CAGR)	+8.61%	-24.16%

Winner

CCSO

+0.97%

RFIX

-5.89%

Winner

CCSO

-6.05%

RFIX

-8.39%

Winner

CCSO

-4.82%

RFIX

-12.62%

Winner

CCSO

+11.86%

RFIX

-11.68%

Max(CAGR)

Winner

CCSO

+8.61%

RFIX

-24.16%

CCSO vs RFIX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	CCSO	RFIX
2026	+4.96%	-2.38%
2025	+21.63%	-29.56%
2024	+6.04%	-12.32%
2023	+15.84%	N/A
2022	-11.56%	N/A

CCSO vs RFIX Drawdown Comparison

The maximum drawdown for CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.

The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.

The current CCSO drawdown is -11.53%. The current RFIX drawdown is -37.56%.

Rank	CCSO	RFIX
#1	-23.69% Jul 31, 2023 - Nov 7, 2024	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-22.82% Dec 9, 2024 - Jun 9, 2025	N/A
#3	-14.87% Sep 20, 2022 - Feb 2, 2023	N/A
#4	-14.75% Jun 2, 2026 - Jul 29, 2026	N/A
#5	-12.63% Feb 2, 2023 - Jun 30, 2023	N/A
#6	-11.62% Feb 11, 2026 - Apr 22, 2026	N/A
#7	-10.79% Oct 15, 2025 - Jan 16, 2026	N/A
#8	-7.32% May 6, 2026 - Jun 2, 2026	N/A
#9	-5.81% Jul 25, 2025 - Sep 19, 2025	N/A
#10	-4.25% Nov 11, 2024 - Nov 22, 2024	N/A
#11	-3.21% Jan 28, 2026 - Feb 6, 2026	N/A
#12	-2.96% Apr 23, 2026 - Apr 30, 2026	N/A
#13	-2.87% Oct 8, 2025 - Oct 13, 2025	N/A
#14	-2.50% Jul 3, 2023 - Jul 10, 2023	N/A
#15	-2.38% Jun 16, 2025 - Jun 24, 2025	N/A