RFIX vs ALTY
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF).
RFIX vs ALTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFIX
$46M
ALTY
$46M
Expense Ratio
RFIX
0.50%
ALTY
0.50%
Max Drawdown
Winner
RFIX
42.17%
ALTY
60.08%
Sharpe Ratio
RFIX
-0.45
Winner
ALTY
1.63
5Y Beta
Winner
RFIX
-0.04
ALTY
0.39
5Y Dividends CAGR
RFIX
N/A
ALTY
0.08%
RFIX vs ALTY - Historical Returns
Returns include dividend reinvestment.
1M
RFIX
-5.89%
Winner
ALTY
+0.62%
3M
RFIX
-8.39%
Winner
ALTY
+1.79%
6M
RFIX
-12.62%
Winner
ALTY
+2.92%
1Y
RFIX
-11.68%
Winner
ALTY
+13.54%
5Y(CAGR)
RFIX
N/A
ALTY
+5.70%
10Y(CAGR)
RFIX
N/A
ALTY
+5.57%
Max(CAGR)
RFIX
-24.16%
Winner
ALTY
+6.24%
RFIX vs ALTY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | ALTY |
|---|---|---|
| 2026 | -2.38% | +7.74% |
| 2025 | -29.56% | +10.21% |
| 2024 | -12.32% | +11.18% |
| 2023 | N/A | +10.01% |
| 2022 | N/A | -12.05% |
| 2021 | N/A | +24.58% |
| 2020 | N/A | -12.87% |
| 2019 | N/A | +20.36% |
| 2018 | N/A | -6.00% |
| 2017 | N/A | +10.29% |
| 2016 | N/A | +17.89% |
| 2015 | N/A | -4.66% |
RFIX vs ALTY 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 ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The current RFIX drawdown is -37.56%. The current ALTY drawdown is -0.28%.
| Rank | RFIX | ALTY |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -51.47% Feb 20, 2020 - May 7, 2021 |
| #2 | N/A | -30.47% Jul 15, 2015 - Apr 25, 2017 |
| #3 | N/A | -18.48% Jan 4, 2022 - May 15, 2024 |
| #4 | N/A | -14.18% Aug 29, 2018 - Feb 22, 2019 |
| #5 | N/A | -10.07% Feb 20, 2025 - Jul 25, 2025 |
| #6 | N/A | -7.30% Jan 26, 2018 - Jul 6, 2018 |
| #7 | N/A | -4.34% Mar 2, 2026 - Apr 24, 2026 |
| #8 | N/A | -4.23% Jun 14, 2021 - Aug 12, 2021 |
| #9 | N/A | -4.06% Sep 2, 2021 - Jan 4, 2022 |
| #10 | N/A | -3.92% May 10, 2021 - Jun 1, 2021 |
| #11 | N/A | -3.91% Aug 1, 2019 - Sep 18, 2019 |
| #12 | N/A | -3.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | N/A | -3.54% Nov 29, 2024 - Jan 21, 2025 |
| #14 | N/A | -3.53% May 6, 2019 - Jun 20, 2019 |
| #15 | N/A | -2.41% Apr 27, 2017 - Jul 14, 2017 |
Correlation
Correlation between RFIX and ALTY is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.82
-101
Dividend Comparison (2015 - 2026)
RFIX vs ALTY dividend yield comparison.
| Year | RFIX | ALTY |
|---|---|---|
| 2026 | 1.97% | 4.45% |
| 2025 | 5.07% | 7.50% |
| 2024 | 0.00% | 7.88% |
| 2023 | 0.00% | 7.31% |
| 2022 | 0.00% | 7.66% |
| 2021 | 0.00% | 6.88% |
| 2020 | 0.00% | 9.20% |
| 2019 | 0.00% | 8.74% |
| 2018 | 0.00% | 8.49% |
| 2017 | 0.00% | 7.52% |
| 2016 | 0.00% | 8.20% |
| 2015 | 0.00% | 4.21% |
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