IBIH vs RFIX
Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).
IBIH vs RFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIH
$54M
RFIX
$54M
Expense Ratio
Winner
IBIH
0.10%
RFIX
0.50%
Max Drawdown
Winner
IBIH
5.40%
RFIX
41.30%
Sharpe Ratio
Winner
IBIH
0.49
RFIX
-0.46
5Y Beta
IBIH
0.02
Winner
RFIX
-0.04
IBIH vs RFIX - Historical Returns
Returns include dividend reinvestment.
1M
IBIH
-0.73%
Winner
RFIX
+1.65%
3M
Winner
IBIH
+0.15%
RFIX
-4.02%
6M
IBIH
+1.35%
Winner
RFIX
+2.11%
1Y
Winner
IBIH
+5.04%
RFIX
-15.76%
Max(CAGR)
Winner
IBIH
+5.93%
RFIX
-22.91%
IBIH vs RFIX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIH | RFIX |
|---|---|---|
| 2026 | +1.37% | +5.74% |
| 2025 | +8.35% | -29.56% |
| 2024 | +1.95% | -12.32% |
| 2023 | +4.60% | N/A |
IBIH vs RFIX Drawdown Comparison
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.
The current IBIH drawdown is -0.87%. The current RFIX drawdown is -32.37%.
| Rank | IBIH | RFIX |
|---|---|---|
| #1 | -3.94% Sep 24, 2024 - Feb 28, 2025 | -38.81% Dec 10, 2024 - Jan 20, 2026 |
| #2 | -2.96% Apr 3, 2025 - Jun 25, 2025 | N/A |
| #3 | -2.90% Feb 1, 2024 - Jun 5, 2024 | N/A |
| #4 | -2.67% Sep 22, 2023 - Nov 3, 2023 | N/A |
| #5 | -1.70% Mar 9, 2026 - Apr 17, 2026 | N/A |
| #6 | -1.55% Dec 27, 2023 - Feb 1, 2024 | N/A |
| #7 | -1.15% May 1, 2026 - May 22, 2026 | N/A |
| #8 | -1.15% Mar 3, 2025 - Mar 28, 2025 | N/A |
| #9 | -1.07% Jun 5, 2024 - Jun 18, 2024 | N/A |
| #10 | -1.05% Nov 8, 2023 - Nov 14, 2023 | N/A |
| #11 | -1.00% Oct 22, 2025 - Jan 30, 2026 | N/A |
| #12 | -0.92% Aug 5, 2024 - Aug 21, 2024 | N/A |
| #13 | -0.82% Jul 17, 2024 - Jul 31, 2024 | N/A |
| #14 | -0.76% Jun 20, 2024 - Jul 5, 2024 | N/A |
| #15 | -0.76% Sep 8, 2025 - Oct 21, 2025 | N/A |
Correlation
Correlation between IBIH and RFIX is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.85
-101
Dividend Comparison (2023 - 2026)
IBIH vs RFIX dividend yield comparison.
| Year | IBIH | RFIX |
|---|---|---|
| 2026 | 0.31% | 1.29% |
| 2025 | 4.68% | 5.07% |
| 2024 | 4.34% | 0.00% |
| 2023 | 0.70% | 0.00% |
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