RFIX vs AGQI
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).
RFIX vs AGQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RFIX vs AGQI - Historical Returns
Returns include dividend reinvestment.
RFIX vs AGQI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | AGQI |
|---|---|---|
| 2026 | +1.40% | +9.89% |
| 2025 | -29.56% | +26.94% |
| 2024 | -12.32% | +3.47% |
| 2023 | N/A | +5.25% |
RFIX vs AGQI Drawdown Comparison
The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current RFIX drawdown is -35.15%. The current AGQI drawdown is -1.77%.
| Rank | RFIX | AGQI |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #2 | N/A | -9.15% Feb 25, 2026 - Jun 2, 2026 |
| #3 | N/A | -7.80% Jul 16, 2024 - Sep 26, 2024 |
| #4 | N/A | -3.42% Oct 27, 2025 - Dec 3, 2025 |
| #5 | N/A | -3.34% Apr 9, 2024 - May 6, 2024 |
| #6 | N/A | -2.83% Jul 6, 2026 - Jul 20, 2026 |
| #7 | N/A | -2.77% Jun 2, 2026 - Jun 15, 2026 |
| #8 | N/A | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #9 | N/A | -2.30% Jun 12, 2025 - Jun 26, 2025 |
| #10 | N/A | -2.28% Oct 6, 2025 - Oct 16, 2025 |
| #11 | N/A | -2.17% Jun 15, 2026 - Jul 6, 2026 |
| #12 | N/A | -2.09% Sep 16, 2025 - Oct 3, 2025 |
| #13 | N/A | -1.95% Feb 1, 2024 - Feb 22, 2024 |
| #14 | N/A | -1.94% May 15, 2024 - Jun 5, 2024 |
| #15 | N/A | -1.88% Dec 27, 2023 - Jan 23, 2024 |
Correlation
Correlation between RFIX and AGQI is -0.87 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2023 - 2026)
RFIX vs AGQI dividend yield comparison.
| Year | RFIX | AGQI |
|---|---|---|
| 2026 | 1.62% | 1.01% |
| 2025 | 5.07% | 2.54% |
| 2024 | 0.00% | 2.14% |
| 2023 | 0.00% | 0.14% |
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