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GTND vs RFIX

Comparison between GOALTENDER ETF (GTND, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

GTND vs RFIX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GTND
$56M
Winner
RFIX
$56M
Expense Ratio
Winner
GTND
0.46%
RFIX
0.50%
Max Drawdown
Winner
GTND
5.38%
RFIX
41.30%
Sharpe Ratio
Winner
GTND
-0.25
RFIX
-0.44
5Y Beta
GTND
1.23
Winner
RFIX
-0.05

GTND vs RFIX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GTND
-1.32%
RFIX
-6.36%
3M
GTND
N/A
RFIX
-3.71%
6M
GTND
N/A
RFIX
+1.85%
1Y
GTND
N/A
RFIX
-14.30%
Max(CAGR)
Winner
GTND
-2.14%
RFIX
-23.58%

GTND vs RFIX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearGTNDRFIX
2026-0.40%+1.40%
2025N/A-29.56%
2024N/A-12.32%

GTND vs RFIX Drawdown Comparison

The maximum drawdown for GTND was -5.38%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

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

The current GTND drawdown is -2.74%. The current RFIX drawdown is -35.15%.

RankGTNDRFIX
#1-5.38%
Jun 2, 2026 - Jun 10, 2026
-38.81%
Dec 10, 2024 - Jan 20, 2026
#2-2.22%
May 14, 2026 - May 26, 2026
N/A

Correlation

Correlation between GTND and RFIX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2025 - 2026)

GTND vs RFIX dividend yield comparison.

YearGTNDRFIX
20260.16%1.62%
20250.00%5.07%

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