RFIX vs CCSO

Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and CARBON COLLECTIVE CLIMATE SOLUTIONS U.S. EQUITY ETF (CCSO, ETF).

RFIX vs CCSO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFIX(ETF)	CCSO(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.50%	0.35%
Max Drawdown	42.17%	23.69%
Sharpe Ratio	-0.45	0.54
5Y Beta	-0.04	1.13
P/E Ratio	N/A	-70.16
Forward P/E	N/A	21.29
5Y EPS CAGR	N/A	15.52%
Debt to Equity	N/A	39.55%
P/S Ratio	N/A	1.53
P/B Ratio	N/A	3.62

Net Assets

RFIX

$46M

Winner

CCSO

$46M

Expense Ratio

RFIX

0.50%

Winner

CCSO

0.35%

Max Drawdown

RFIX

42.17%

Winner

CCSO

23.69%

Sharpe Ratio

RFIX

-0.45

Winner

CCSO

0.54

5Y Beta

Winner

RFIX

-0.04

CCSO

1.13

P/E Ratio

RFIX

N/A

CCSO

-70.16

Forward P/E

RFIX

N/A

CCSO

21.29

5Y EPS CAGR

RFIX

N/A

CCSO

15.52%

Debt to Equity

RFIX

N/A

CCSO

39.55%

P/S Ratio

RFIX

N/A

CCSO

1.53

P/B Ratio

RFIX

N/A

CCSO

3.62

RFIX vs CCSO - Historical Returns

Returns include dividend reinvestment.

Period	RFIX	CCSO
1 month	-5.89%	+0.97%
3 months	-8.39%	-6.05%
6 months	-12.62%	-4.82%
1 year	-11.68%	+11.86%
Max(CAGR)	-24.16%	+8.61%

RFIX

-5.89%

Winner

CCSO

+0.97%

RFIX

-8.39%

Winner

CCSO

-6.05%

RFIX

-12.62%

Winner

CCSO

-4.82%

RFIX

-11.68%

Winner

CCSO

+11.86%

Max(CAGR)

RFIX

-24.16%

Winner

CCSO

+8.61%

RFIX vs CCSO - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	RFIX	CCSO
2026	-2.38%	+4.96%
2025	-29.56%	+21.63%
2024	-12.32%	+6.04%
2023	N/A	+15.84%
2022	N/A	-11.56%

RFIX vs CCSO 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 CCSO was -23.69%, occurring on Oct 27, 2023. Recovery took 322 trading sessions.

The current RFIX drawdown is -37.56%. The current CCSO drawdown is -11.53%.

Rank	RFIX	CCSO
#1	-38.81% Dec 10, 2024 - Jan 20, 2026	-23.69% Jul 31, 2023 - Nov 7, 2024
#2	N/A	-22.82% Dec 9, 2024 - Jun 9, 2025
#3	N/A	-14.87% Sep 20, 2022 - Feb 2, 2023
#4	N/A	-14.75% Jun 2, 2026 - Jul 29, 2026
#5	N/A	-12.63% Feb 2, 2023 - Jun 30, 2023
#6	N/A	-11.62% Feb 11, 2026 - Apr 22, 2026
#7	N/A	-10.79% Oct 15, 2025 - Jan 16, 2026
#8	N/A	-7.32% May 6, 2026 - Jun 2, 2026
#9	N/A	-5.81% Jul 25, 2025 - Sep 19, 2025
#10	N/A	-4.25% Nov 11, 2024 - Nov 22, 2024
#11	N/A	-3.21% Jan 28, 2026 - Feb 6, 2026
#12	N/A	-2.96% Apr 23, 2026 - Apr 30, 2026
#13	N/A	-2.87% Oct 8, 2025 - Oct 13, 2025
#14	N/A	-2.50% Jul 3, 2023 - Jul 10, 2023
#15	N/A	-2.38% Jun 16, 2025 - Jun 24, 2025