PFIX vs THIR
Comparison between SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF) and THOR INDEX ROTATION ETF (THIR, ETF).
PFIX vs THIR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFIX
$210M
Winner
THIR
$210M
Expense Ratio
Winner
PFIX
0.50%
THIR
0.69%
Max Drawdown
PFIX
66.22%
Winner
THIR
10.05%
Sharpe Ratio
PFIX
-0.41
Winner
THIR
1.26
5Y Beta
Winner
PFIX
-0.06
THIR
0.52
PFIX vs THIR - Holdings Comparison
PFIX and THIR have 0 common holdings. Overlap is 0.00%
PFIX's top 25 holdings weight is 44.79%. THIR's top 25 holdings weight is 98.89%.
| Rank | PFIX | THIR |
|---|---|---|
| #1 | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 28.45% | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 49.13% |
| #2 | SWAPTION 05/10/2030 P4.50/SOFR MSX (n/a) - 7.12% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 48.23% |
| #3 | SWAPTION 06/16/2032 P4.80/SOFR GSX (n/a) - 2.95% | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 0.98% |
| #4 | SWAPTION 06/16/2032 P4.75/SOFR JPM (n/a) - 1.14% | INVESCO QQQ TRUST (QQQ) - 0.55% |
| #5 | SWAPTION 05/02/2030 P4.50/SOFR GSX (n/a) - 1.08% | N/A |
| #6 | SWAPTION 05/01/2030 P4.50/SOFR GSX (n/a) - 1.04% | N/A |
| #7 | SWAPTION 06/16/2032 P5.00/SOFR MSX (n/a) - 0.70% | N/A |
| #8 | SWAPTION 05/10/2030 P4.50/SOFR GSX (n/a) - 0.66% | N/A |
| #9 | SWAPTION 06/16/2032 P5.00/SOFR GSX (n/a) - 0.65% | N/A |
| #10 | SWAPTION 05/01/2030 P4.50/SOFR MSX (n/a) - 0.65% | N/A |
| #11 | SWAPTION 06/16/2032 P5.00/SOFR CIT (n/a) - 0.57% | N/A |
| #12 | SWAPTION 05/02/2030 P4.50/SOFR MSX (n/a) - 0.41% | N/A |
| #13 | SWAPTION 06/16/2032 P5.00/SOFR BOA (n/a) - 0.29% | N/A |
| #14 | SWAPTION 05/01/2030 P4.50/SOFR CIT (n/a) - 0.25% | N/A |
| #15 | SWAPTION 06/16/2032 P5.00/SOFR JPM (n/a) - 0.17% | N/A |
| #16 | SWAPTION 06/16/2032 P4.80/SOFR CIT (n/a) - 0.13% | N/A |
| #17 | CASH (n/a) - 0.05% | N/A |
| #18 | IRS P 2.11 05/15/2028 05/15/2048 (n/a) - 0.00% | N/A |
| #19 | IRS R SOFR 05/15/2028 05/15/2048 (n/a) - 0.00% | N/A |
| #20 | SWAPTION 06/16/2032 P4.75/SOFR MSX (n/a) - -0.05% | N/A |
| #21 | SWAPTION 06/16/2032 P4.50/SOFR GSX (n/a) - -0.14% | N/A |
| #22 | SWAPTION 06/16/2032 P4.50/SOFR BRC (n/a) - -0.16% | N/A |
| #23 | SWAPTION 06/16/2032 P4.50/SOFR JPM (n/a) - -0.32% | N/A |
| #24 | SWAPTION 05/01/2030 P4.50/SOFR JPM (n/a) - -0.85% | N/A |
| #25 | N/A | N/A |
| Total Holdings | 24 | 4 |
PFIX vs THIR - Historical Returns
Returns include dividend reinvestment.
1M
PFIX
-3.46%
Winner
THIR
+2.66%
3M
Winner
PFIX
+9.74%
THIR
+3.94%
6M
PFIX
-0.53%
Winner
THIR
+3.89%
1Y
PFIX
-11.73%
Winner
THIR
+20.69%
5Y(CAGR)
PFIX
+17.09%
THIR
N/A
Max(CAGR)
PFIX
+15.18%
Winner
THIR
+19.14%
PFIX vs THIR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | PFIX | THIR |
|---|---|---|
| 2026 | -4.01% | +3.42% |
| 2025 | +0.57% | +25.88% |
| 2024 | +34.45% | +3.26% |
| 2023 | +12.02% | N/A |
| 2022 | +84.85% | N/A |
| 2021 | -24.95% | N/A |
PFIX vs THIR Drawdown Comparison
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The maximum drawdown for THIR was -10.05%, occurring on Apr 21, 2025. Recovery took 57 trading sessions.
The current PFIX drawdown is -18.76%. The current THIR drawdown is -4.20%.
| Rank | PFIX | THIR |
|---|---|---|
| #1 | -36.17% Oct 20, 2023 - Apr 21, 2025 | -10.05% Feb 19, 2025 - May 12, 2025 |
| #2 | -32.20% Oct 24, 2022 - Sep 21, 2023 | -8.88% Feb 6, 2026 - May 8, 2026 |
| #3 | -28.20% May 21, 2025 - Feb 27, 2026 | -5.43% Oct 29, 2025 - Dec 11, 2025 |
| #4 | -26.04% May 12, 2021 - Mar 28, 2022 | -4.75% Dec 16, 2024 - Jan 23, 2025 |
| #5 | -25.57% Jun 14, 2022 - Sep 26, 2022 | -4.20% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -18.75% May 6, 2022 - Jun 14, 2022 | -2.95% Oct 14, 2024 - Nov 6, 2024 |
| #7 | -10.73% Apr 22, 2025 - May 12, 2025 | -2.93% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -8.76% Oct 6, 2023 - Oct 19, 2023 | -2.59% Jan 23, 2025 - Feb 13, 2025 |
| #9 | -6.71% Apr 11, 2022 - May 2, 2022 | -2.49% Jan 12, 2026 - Feb 6, 2026 |
| #10 | -6.40% Mar 28, 2022 - Apr 7, 2022 | -2.47% Jul 28, 2025 - Aug 12, 2025 |
| #11 | -4.63% Sep 27, 2022 - Sep 30, 2022 | -2.37% May 14, 2026 - May 26, 2026 |
| #12 | -4.24% Sep 30, 2022 - Oct 10, 2022 | -2.33% May 16, 2025 - Jun 3, 2025 |
| #13 | -4.03% May 2, 2022 - May 5, 2022 | -2.28% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -3.90% May 14, 2025 - May 21, 2025 | -2.10% Dec 11, 2025 - Dec 24, 2025 |
| #15 | -1.84% Oct 3, 2023 - Oct 6, 2023 | -1.76% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between PFIX and THIR is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
0.21
-101
Dividend Comparison (2021 - 2026)
PFIX vs THIR dividend yield comparison.
| Year | PFIX | THIR |
|---|---|---|
| 2026 | 1.07% | 0.00% |
| 2025 | 9.92% | 0.35% |
| 2024 | 3.40% | 0.29% |
| 2023 | 87.92% | 0.00% |
| 2022 | 0.63% | 0.00% |
| 2021 | 0.00% | 0.00% |
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