PFIX vs PBD
Comparison between SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF) and INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF).
5-Year PerformancePFIX has outperformed PBD, delivering a return of +17.1% compared to -5.0%
PFIX vs PBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFIX
$210M
PBD
$208M
Expense Ratio
Winner
PFIX
0.50%
PBD
0.75%
Max Drawdown
Winner
PFIX
66.22%
PBD
79.25%
Sharpe Ratio
PFIX
-0.41
Winner
PBD
2.34
5Y Beta
Winner
PFIX
-0.06
PBD
1.02
5Y Dividends CAGR
PFIX
N/A
PBD
22.17%
PFIX vs PBD - Holdings Comparison
PFIX and PBD have 1 common holdings. Overlap is -0.85%
PFIX's top 25 holdings weight is 44.79%. PBD's top 25 holdings weight is 35.06%.
| Rank | PFIX | PBD |
|---|---|---|
| #1 | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 28.45% | ITM POWER PLC (n/a) - 2.21% |
| #2 | SWAPTION 05/10/2030 P4.50/SOFR MSX (n/a) - 7.12% | BALLARD POWER SYSTEMS INC (BLDP) - 2.13% |
| #3 | SWAPTION 06/16/2032 P4.80/SOFR GSX (n/a) - 2.95% | CERES POWER HOLDINGS PLC (n/a) - 1.99% |
| #4 | SWAPTION 06/16/2032 P4.75/SOFR JPM (n/a) - 1.14% | DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 1.94% |
| #5 | SWAPTION 05/02/2030 P4.50/SOFR GSX (n/a) - 1.08% | BLOOM ENERGY CORP CLASS A (BE) - 1.61% |
| #6 | SWAPTION 05/01/2030 P4.50/SOFR GSX (n/a) - 1.04% | LS CORP (n/a) - 1.58% |
| #7 | SWAPTION 06/16/2032 P5.00/SOFR MSX (n/a) - 0.70% | PLUG POWER INC (PLUG) - 1.56% |
| #8 | SWAPTION 05/10/2030 P4.50/SOFR GSX (n/a) - 0.66% | LS ELECTRIC CO LTD (n/a) - 1.53% |
| #9 | SWAPTION 06/16/2032 P5.00/SOFR GSX (n/a) - 0.65% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.53% |
| #10 | SWAPTION 05/01/2030 P4.50/SOFR MSX (n/a) - 0.65% | SMA SOLAR TECHNOLOGY AG (n/a) - 1.50% |
| #11 | SWAPTION 06/16/2032 P5.00/SOFR CIT (n/a) - 0.57% | ALFEN NV (n/a) - 1.49% |
| #12 | SWAPTION 05/02/2030 P4.50/SOFR MSX (n/a) - 0.41% | DELTA ELECTRONICS INC (n/a) - 1.40% |
| #13 | SWAPTION 06/16/2032 P5.00/SOFR BOA (n/a) - 0.29% | WEST HOLDINGS CORP (n/a) - 1.23% |
| #14 | SWAPTION 05/01/2030 P4.50/SOFR CIT (n/a) - 0.25% | RENOVA INC (n/a) - 1.21% |
| #15 | SWAPTION 06/16/2032 P5.00/SOFR JPM (n/a) - 0.17% | TAMURA CORP (n/a) - 1.19% |
| #16 | SWAPTION 06/16/2032 P4.80/SOFR CIT (n/a) - 0.13% | SAMSUNG SDI CO LTD (n/a) - 1.18% |
| #17 | CASH (n/a) - 0.05% | VERBIO SE (n/a) - 1.18% |
| #18 | IRS P 2.11 05/15/2028 05/15/2048 (n/a) - 0.00% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 1.17% |
| #19 | IRS R SOFR 05/15/2028 05/15/2048 (n/a) - 0.00% | ENPHASE ENERGY INC (ENPH) - 1.12% |
| #20 | SWAPTION 06/16/2032 P4.75/SOFR MSX (n/a) - -0.05% | SINO-AMERICAN SILICON PRODUCTS INC (n/a) - 1.09% |
| #21 | SWAPTION 06/16/2032 P4.50/SOFR GSX (n/a) - -0.14% | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 1.09% |
| #22 | SWAPTION 06/16/2032 P4.50/SOFR BRC (n/a) - -0.16% | PRYSMIAN SPA (n/a) - 1.07% |
| #23 | SWAPTION 06/16/2032 P4.50/SOFR JPM (n/a) - -0.32% | SANYO DENKI CO LTD (n/a) - 1.04% |
| #24 | SWAPTION 05/01/2030 P4.50/SOFR JPM (n/a) - -0.85% | ACCIONA SA (n/a) - 1.01% |
| #25 | N/A | BORALEX INC CLASS A (n/a) - 1.01% |
| Total Holdings | 24 | 126 |
PFIX vs PBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFIX
-3.46%
PBD
-3.67%
3M
PFIX
+9.74%
Winner
PBD
+19.93%
6M
PFIX
-0.53%
Winner
PBD
+29.17%
1Y
PFIX
-11.73%
Winner
PBD
+78.29%
5Y(CAGR)
Winner
PFIX
+17.09%
PBD
-4.98%
10Y(CAGR)
PFIX
N/A
PBD
+8.52%
Max(CAGR)
Winner
PFIX
+15.18%
PBD
+0.40%
PFIX vs PBD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PFIX | PBD |
|---|---|---|
| 2026 | -4.01% | +24.84% |
| 2025 | +0.57% | +41.06% |
| 2024 | +34.45% | -24.79% |
| 2023 | +12.02% | -10.02% |
| 2022 | +84.85% | -31.15% |
| 2021 | -24.95% | -23.91% |
| 2020 | N/A | +141.41% |
| 2019 | N/A | +41.07% |
| 2018 | N/A | -20.09% |
| 2017 | N/A | +27.84% |
| 2016 | N/A | -5.51% |
| 2015 | N/A | -0.11% |
| 2014 | N/A | -4.59% |
| 2013 | N/A | +50.73% |
| 2012 | N/A | -5.32% |
| 2011 | N/A | -40.89% |
| 2010 | N/A | -18.01% |
| 2009 | N/A | +28.38% |
| 2008 | N/A | -60.08% |
| 2007 | N/A | +26.14% |
PFIX vs PBD Drawdown Comparison
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The current PFIX drawdown is -18.76%. The current PBD drawdown is -43.11%.
| Rank | PFIX | PBD |
|---|---|---|
| #1 | -36.17% Oct 20, 2023 - Apr 21, 2025 | -78.61% Dec 26, 2007 - Nov 20, 2020 |
| #2 | -32.20% Oct 24, 2022 - Sep 21, 2023 | -75.38% Jan 22, 2021 - Apr 8, 2025 |
| #3 | -28.20% May 21, 2025 - Feb 27, 2026 | -16.85% Jul 13, 2007 - Sep 27, 2007 |
| #4 | -26.04% May 12, 2021 - Mar 28, 2022 | -13.00% Nov 8, 2007 - Dec 26, 2007 |
| #5 | -25.57% Jun 14, 2022 - Sep 26, 2022 | -5.80% Jan 7, 2021 - Jan 21, 2021 |
| #6 | -18.75% May 6, 2022 - Jun 14, 2022 | -3.48% Nov 27, 2020 - Dec 8, 2020 |
| #7 | -10.73% Apr 22, 2025 - May 12, 2025 | -3.04% Oct 17, 2007 - Oct 24, 2007 |
| #8 | -8.76% Oct 6, 2023 - Oct 19, 2023 | -2.27% Nov 1, 2007 - Nov 6, 2007 |
| #9 | -6.71% Apr 11, 2022 - May 2, 2022 | -2.24% Dec 8, 2020 - Dec 15, 2020 |
| #10 | -6.40% Mar 28, 2022 - Apr 7, 2022 | -2.21% Oct 2, 2007 - Oct 17, 2007 |
| #11 | -4.63% Sep 27, 2022 - Sep 30, 2022 | -1.80% Jun 18, 2007 - Jun 28, 2007 |
| #12 | -4.24% Sep 30, 2022 - Oct 10, 2022 | -1.29% Jul 3, 2007 - Jul 9, 2007 |
| #13 | -4.03% May 2, 2022 - May 5, 2022 | -1.07% Dec 23, 2020 - Dec 30, 2020 |
| #14 | -3.90% May 14, 2025 - May 21, 2025 | -0.46% Dec 30, 2020 - Jan 4, 2021 |
| #15 | -1.84% Oct 3, 2023 - Oct 6, 2023 | -0.38% Jun 28, 2007 - Jul 2, 2007 |
Correlation
Correlation between PFIX and PBD is -0.78 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.78
-101
Dividend Comparison (2008 - 2026)
PFIX vs PBD dividend yield comparison.
| Year | PFIX | PBD |
|---|---|---|
| 2026 | 1.07% | 0.09% |
| 2025 | 9.92% | 2.71% |
| 2024 | 3.40% | 1.81% |
| 2023 | 87.92% | 2.85% |
| 2022 | 0.63% | 2.98% |
| 2021 | 0.00% | 0.67% |
| 2020 | 0.00% | 0.48% |
| 2019 | 0.00% | 1.83% |
| 2018 | 0.00% | 1.86% |
| 2017 | 0.00% | 1.76% |
| 2016 | 0.00% | 2.04% |
| 2015 | 0.00% | 1.24% |
| 2014 | 0.00% | 1.05% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.59% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.10% |
| 2008 | 0.00% | 0.18% |
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