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PFIX vs KAPR

Comparison between SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF) and Innovator U.S. Small Cap Power Buffer ETF - April (KAPR, ETF).

5-Year PerformancePFIX has outperformed KAPR, delivering a return of +17.1% compared to +7.0%

PFIX vs KAPR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFIX
$210M
KAPR
$209M
Expense Ratio
Winner
PFIX
0.50%
KAPR
0.79%
Max Drawdown
PFIX
66.22%
Winner
KAPR
16.91%
Sharpe Ratio
PFIX
-0.41
Winner
KAPR
2.45
5Y Beta
Winner
PFIX
-0.06
KAPR
0.52

PFIX vs KAPR - Historical Returns

Returns include dividend reinvestment.

1M
PFIX
-3.46%
Winner
KAPR
+0.26%
3M
Winner
PFIX
+9.74%
KAPR
+8.12%
6M
PFIX
-0.53%
Winner
KAPR
+10.66%
1Y
PFIX
-11.73%
Winner
KAPR
+22.23%
5Y(CAGR)
Winner
PFIX
+17.09%
KAPR
+7.02%
Max(CAGR)
Winner
PFIX
+15.18%
KAPR
+9.44%

PFIX vs KAPR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPFIXKAPR
2026-4.01%+9.76%
2025+0.57%+7.36%
2024+34.45%+12.60%
2023+12.02%+15.55%
2022+84.85%-8.74%
2021-24.95%+2.67%
2020N/A+21.17%

PFIX vs KAPR Drawdown Comparison

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

The maximum drawdown for KAPR was -16.91%, occurring on Jun 16, 2022. Recovery took 528 trading sessions.

The current PFIX drawdown is -18.76%. The current KAPR drawdown is -1.37%.

RankPFIXKAPR
#1-36.17%
Oct 20, 2023 - Apr 21, 2025
-16.91%
Nov 8, 2021 - Dec 14, 2023
#2-32.20%
Oct 24, 2022 - Sep 21, 2023
-16.84%
Nov 25, 2024 - Sep 22, 2025
#3-28.20%
May 21, 2025 - Feb 27, 2026
-5.83%
Jul 16, 2024 - Sep 19, 2024
#4-26.04%
May 12, 2021 - Mar 28, 2022
-4.97%
Mar 28, 2024 - Jul 11, 2024
#5-25.57%
Jun 14, 2022 - Sep 26, 2022
-4.60%
Apr 29, 2020 - May 26, 2020
#6-18.75%
May 6, 2022 - Jun 14, 2022
-4.40%
Dec 27, 2023 - Feb 12, 2024
#7-10.73%
Apr 22, 2025 - May 12, 2025
-4.29%
Jun 24, 2021 - Oct 25, 2021
#8-8.76%
Oct 6, 2023 - Oct 19, 2023
-4.29%
Jun 8, 2020 - Jul 29, 2020
#9-6.71%
Apr 11, 2022 - May 2, 2022
-3.19%
Apr 28, 2021 - May 28, 2021
#10-6.40%
Mar 28, 2022 - Apr 7, 2022
-3.10%
Apr 9, 2020 - Apr 27, 2020
#11-4.63%
Sep 27, 2022 - Sep 30, 2022
-2.85%
Feb 12, 2024 - Feb 15, 2024
#12-4.24%
Sep 30, 2022 - Oct 10, 2022
-2.75%
Nov 11, 2024 - Nov 25, 2024
#13-4.03%
May 2, 2022 - May 5, 2022
-2.52%
Oct 27, 2025 - Nov 26, 2025
#14-3.90%
May 14, 2025 - May 21, 2025
-2.07%
Jun 8, 2021 - Jun 24, 2021
#15-1.84%
Oct 3, 2023 - Oct 6, 2023
-2.04%
Feb 15, 2024 - Feb 27, 2024

Correlation

Correlation between PFIX and KAPR is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

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