IDVZ vs PFIX
Comparison between POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).
IDVZ vs PFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IDVZ
$176M
PFIX
$176M
Expense Ratio
IDVZ
0.75%
Winner
PFIX
0.50%
Max Drawdown
Winner
IDVZ
11.35%
PFIX
66.22%
Sharpe Ratio
Winner
IDVZ
1.47
PFIX
-0.47
5Y Beta
IDVZ
0.52
Winner
PFIX
-0.07
IDVZ vs PFIX - Holdings Comparison
IDVZ and PFIX have 1 common holdings. Overlap is -0.74%
IDVZ's top 25 holdings weight is 70.79%. PFIX's top 25 holdings weight is 27.57%.
| Rank | IDVZ | PFIX |
|---|---|---|
| #1 | ENEL SPA ADR (ENLAY) - 3.84% | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 13.39% |
| #2 | INTESA SANPAOLO ADR (ISNPY) - 3.46% | SWAPTION 05/10/2030 P4.50/SOFR MSX (n/a) - 5.75% |
| #3 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.26% | SWAPTION 05/01/2030 P4.50/SOFR GSX (n/a) - 3.34% |
| #4 | GSK PLC ADR (GSK) - 3.24% | SWAPTION 05/02/2030 P4.50/SOFR GSX (n/a) - 1.92% |
| #5 | SANOFI SA ADR (SNY) - 3.15% | SWAPTION 05/02/2030 P4.50/SOFR MSX (n/a) - 1.43% |
| #6 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.15% | SWAPTION 05/01/2030 P4.50/SOFR MSX (n/a) - 1.09% |
| #7 | ORANGE SA ADR (ORANY) - 3.05% | SWAPTION 05/01/2030 P4.50/SOFR CIT (n/a) - 0.69% |
| #8 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.05% | SWAPTION 06/16/2032 P4.75/SOFR JPM (n/a) - 0.54% |
| #9 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 3.03% | SWAPTION 06/16/2032 P4.80/SOFR GSX (n/a) - 0.51% |
| #10 | ASML HOLDING NV ADR (ASML) - 2.99% | CASH (n/a) - 0.46% |
| #11 | WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 2.95% | SWAPTION 06/16/2032 P5.00/SOFR CIT (n/a) - 0.43% |
| #12 | ROCHE HOLDING AG ADR (RHHBY) - 2.94% | SWAPTION 06/16/2032 P5.00/SOFR MSX (n/a) - 0.34% |
| #13 | TOTALENERGIES SE (TTE) - 2.93% | SWAPTION 06/16/2032 P5.00/SOFR BOA (n/a) - 0.03% |
| #14 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.87% | SWAPTION 06/16/2032 P5.00/SOFR GSX (n/a) - 0.02% |
| #15 | BNP PARIBAS ADR (BNPQY) - 2.74% | IRS P 2.11 05/15/2028 05/15/2048 (n/a) - 0.01% |
| #16 | RIO TINTO PLC ADR (RIO) - 2.69% | SWAPTION 06/16/2032 P4.80/SOFR CIT (n/a) - 0.01% |
| #17 | HSBC HOLDINGS PLC ADR (HSBC) - 2.68% | IRS R SOFR 05/15/2028 05/15/2048 (n/a) - 0.00% |
| #18 | BUNZL PLC ADR (BZLFY) - 2.62% | SWAPTION 05/10/2030 P4.50/SOFR GSX (n/a) - -0.11% |
| #19 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.48% | SWAPTION 06/16/2032 P4.75/SOFR MSX (n/a) - -0.16% |
| #20 | TELEFONICA BRASIL SA ADR (VIV) - 2.36% | SWAPTION 06/16/2032 P5.00/SOFR JPM (n/a) - -0.19% |
| #21 | NESTLE SA ADR (NSRGY) - 2.31% | SWAPTION 05/01/2030 P4.50/SOFR JPM (n/a) - -0.32% |
| #22 | IMPERIAL BRANDS PLC ADR (IMBBY) - 2.31% | SWAPTION 06/16/2032 P4.50/SOFR BRC (n/a) - -0.36% |
| #23 | BB SEGURIDADE PARTICIPACOES SA ADR (BBSEY) - 2.27% | SWAPTION 06/16/2032 P4.50/SOFR GSX (n/a) - -0.51% |
| #24 | KONINKLIJKE KPN NV ADR (KKPNY) - 2.21% | SWAPTION 06/16/2032 P4.50/SOFR JPM (n/a) - -0.74% |
| #25 | BP PLC ADR (BP) - 2.21% | N/A |
| Total Holdings | 44 | 24 |
IDVZ vs PFIX - Historical Returns
Returns include dividend reinvestment.
1M
IDVZ
+1.52%
Winner
PFIX
+8.06%
3M
IDVZ
+1.65%
Winner
PFIX
+7.36%
6M
Winner
IDVZ
+8.31%
PFIX
+2.57%
1Y
Winner
IDVZ
+23.14%
PFIX
-11.20%
5Y(CAGR)
IDVZ
N/A
PFIX
+21.15%
Max(CAGR)
Winner
IDVZ
+27.35%
PFIX
+15.37%
IDVZ vs PFIX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IDVZ | PFIX |
|---|---|---|
| 2026 | +10.42% | -1.48% |
| 2025 | +32.13% | +0.57% |
| 2024 | -1.61% | +34.45% |
| 2023 | N/A | +12.02% |
| 2022 | N/A | +84.85% |
| 2021 | N/A | -24.95% |
IDVZ vs PFIX Drawdown Comparison
The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The current IDVZ drawdown is -0.95%. The current PFIX drawdown is -16.61%.
| Rank | IDVZ | PFIX |
|---|---|---|
| #1 | -10.99% Mar 17, 2025 - Apr 28, 2025 | -36.17% Oct 20, 2023 - Apr 21, 2025 |
| #2 | -9.35% Feb 25, 2026 - Mar 20, 2026 | -32.20% Oct 24, 2022 - Sep 21, 2023 |
| #3 | -3.53% Jul 23, 2025 - Aug 12, 2025 | -28.20% May 21, 2025 - Feb 27, 2026 |
| #4 | -3.23% Nov 12, 2025 - Dec 11, 2025 | -26.04% May 12, 2021 - Mar 28, 2022 |
| #5 | -3.17% Feb 18, 2025 - Mar 7, 2025 | -25.57% Jun 14, 2022 - Sep 26, 2022 |
| #6 | -3.14% Oct 3, 2025 - Nov 11, 2025 | -18.75% May 6, 2022 - Jun 14, 2022 |
| #7 | -2.82% Jun 12, 2025 - Jul 23, 2025 | -10.73% Apr 22, 2025 - May 12, 2025 |
| #8 | -2.51% Aug 19, 2025 - Sep 11, 2025 | -8.76% Oct 6, 2023 - Oct 19, 2023 |
| #9 | -2.36% Jan 7, 2025 - Jan 21, 2025 | -6.71% Apr 11, 2022 - May 2, 2022 |
| #10 | -2.05% Mar 7, 2025 - Mar 17, 2025 | -6.40% Mar 28, 2022 - Apr 7, 2022 |
| #11 | -1.61% Dec 27, 2024 - Jan 6, 2025 | -4.63% Sep 27, 2022 - Sep 30, 2022 |
| #12 | -1.31% Sep 23, 2025 - Sep 30, 2025 | -4.24% Sep 30, 2022 - Oct 10, 2022 |
| #13 | -1.20% Jan 27, 2026 - Feb 6, 2026 | -4.03% May 2, 2022 - May 5, 2022 |
| #14 | -1.15% Jan 30, 2025 - Feb 5, 2025 | -3.90% May 14, 2025 - May 21, 2025 |
| #15 | -0.97% May 27, 2025 - Jun 2, 2025 | -1.84% Oct 3, 2023 - Oct 6, 2023 |
Correlation
Correlation between IDVZ and PFIX is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.20
-101
Dividend Comparison (2021 - 2026)
IDVZ vs PFIX dividend yield comparison.
| Year | IDVZ | PFIX |
|---|---|---|
| 2026 | 1.60% | 1.25% |
| 2025 | 2.88% | 9.92% |
| 2024 | 0.00% | 3.40% |
| 2023 | 0.00% | 87.92% |
| 2022 | 0.00% | 0.63% |
| 2021 | 0.00% | 0.00% |
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