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HYHG vs PFIX

Comparison between PROSHARES HIGH YIELD-INTEREST RATE HEDGED (HYHG, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).

5-Year PerformancePFIX has outperformed HYHG, delivering a return of +21.2% compared to +7.1%

HYHG vs PFIX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HYHG
$176M
PFIX
$176M
Expense Ratio
HYHG
0.50%
PFIX
0.50%
Max Drawdown
Winner
HYHG
40.70%
PFIX
66.22%
Sharpe Ratio
Winner
HYHG
0.58
PFIX
-0.47
5Y Beta
HYHG
0.25
Winner
PFIX
-0.07
5Y Dividends CAGR
HYHG
7.60%
PFIX
N/A

HYHG vs PFIX - Historical Returns

Returns include dividend reinvestment.

1M
HYHG
+0.31%
Winner
PFIX
+8.06%
3M
HYHG
+1.75%
Winner
PFIX
+7.36%
6M
Winner
HYHG
+2.91%
PFIX
+2.57%
1Y
Winner
HYHG
+6.92%
PFIX
-11.20%
5Y(CAGR)
HYHG
+7.15%
Winner
PFIX
+21.15%
10Y(CAGR)
HYHG
+5.99%
PFIX
N/A
Max(CAGR)
HYHG
+4.25%
Winner
PFIX
+15.37%

HYHG vs PFIX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearHYHGPFIX
2026+4.03%-1.48%
2025+5.91%+0.57%
2024+11.87%+34.45%
2023+13.71%+12.02%
2022-2.09%+84.85%
2021+5.64%-24.95%
2020+0.11%N/A
2019+12.24%N/A
2018-2.57%N/A
2017+3.19%N/A
2016+16.34%N/A
2015-9.68%N/A
2014-3.95%N/A
2013+3.66%N/A

HYHG vs PFIX Drawdown Comparison

The maximum drawdown for HYHG was -25.72%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.

The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.

The current HYHG drawdown is -0.11%. The current PFIX drawdown is -16.61%.

RankHYHGPFIX
#1-25.72%
Jan 15, 2020 - Jan 7, 2021
-36.17%
Oct 20, 2023 - Apr 21, 2025
#2-23.24%
May 16, 2014 - Mar 1, 2017
-32.20%
Oct 24, 2022 - Sep 21, 2023
#3-9.21%
Apr 4, 2022 - Jan 12, 2023
-28.20%
May 21, 2025 - Feb 27, 2026
#4-9.06%
Oct 1, 2018 - Apr 5, 2019
-26.04%
May 12, 2021 - Mar 28, 2022
#5-7.46%
Feb 20, 2025 - Jul 25, 2025
-25.57%
Jun 14, 2022 - Sep 26, 2022
#6-5.41%
Mar 6, 2023 - Jun 9, 2023
-18.75%
May 6, 2022 - Jun 14, 2022
#7-4.78%
Jan 3, 2022 - Mar 29, 2022
-10.73%
Apr 22, 2025 - May 12, 2025
#8-3.96%
Jul 26, 2017 - Jan 4, 2018
-8.76%
Oct 6, 2023 - Oct 19, 2023
#9-3.57%
Apr 16, 2019 - Jul 26, 2019
-6.71%
Apr 11, 2022 - May 2, 2022
#10-3.23%
Feb 2, 2023 - Mar 6, 2023
-6.40%
Mar 28, 2022 - Apr 7, 2022
#11-3.19%
Jan 26, 2018 - Apr 18, 2018
-4.63%
Sep 27, 2022 - Sep 30, 2022
#12-3.18%
Jul 26, 2019 - Sep 12, 2019
-4.24%
Sep 30, 2022 - Oct 10, 2022
#13-3.18%
Jul 22, 2024 - Aug 23, 2024
-4.03%
May 2, 2022 - May 5, 2022
#14-3.12%
Mar 3, 2017 - Jul 5, 2017
-3.90%
May 14, 2025 - May 21, 2025
#15-2.88%
May 28, 2013 - Jul 11, 2013
-1.84%
Oct 3, 2023 - Oct 6, 2023

Correlation

Correlation between HYHG and PFIX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2013 - 2026)

HYHG vs PFIX dividend yield comparison.

YearHYHGPFIX
20263.29%1.25%
20256.97%9.92%
20246.57%3.40%
20236.07%87.92%
20225.58%0.63%
20214.54%0.00%
20205.21%0.00%
20196.06%0.00%
20186.45%0.00%
20175.57%0.00%
20165.37%0.00%
20156.37%0.00%
20145.51%0.00%
20133.02%0.00%

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