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PFIX vs HYHG

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

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

PFIX vs HYHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PFIX vs HYHG - Historical Returns

Returns include dividend reinvestment.

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

PFIX vs HYHG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

PFIX vs HYHG Drawdown Comparison

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

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

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

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

Correlation

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

0.86
-101

Dividend Comparison (2013 - 2026)

PFIX vs HYHG dividend yield comparison.

YearPFIXHYHG
20261.25%3.29%
20259.92%6.97%
20243.40%6.57%
202387.92%6.07%
20220.63%5.58%
20210.00%4.54%
20200.00%5.21%
20190.00%6.06%
20180.00%6.45%
20170.00%5.57%
20160.00%5.37%
20150.00%6.37%
20140.00%5.51%
20130.00%3.02%

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