RFIX vs EFAS
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and GLOBAL X MSCI SUPERDIVIDEND EAFE ETF (EFAS, ETF).
RFIX vs EFAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFIX
$54M
Winner
EFAS
$54M
Expense Ratio
Winner
RFIX
0.50%
EFAS
0.55%
Max Drawdown
Winner
RFIX
41.30%
EFAS
51.08%
Sharpe Ratio
RFIX
-0.46
Winner
EFAS
2.16
5Y Beta
Winner
RFIX
-0.04
EFAS
0.35
5Y Dividends CAGR
RFIX
N/A
EFAS
9.50%
RFIX vs EFAS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFIX
+1.65%
EFAS
+0.21%
3M
RFIX
-4.02%
Winner
EFAS
+8.72%
6M
RFIX
+2.11%
Winner
EFAS
+18.86%
1Y
RFIX
-15.76%
Winner
EFAS
+29.75%
5Y(CAGR)
RFIX
N/A
EFAS
+12.40%
10Y(CAGR)
RFIX
N/A
EFAS
+10.45%
Max(CAGR)
RFIX
-22.91%
Winner
EFAS
+10.45%
RFIX vs EFAS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | EFAS |
|---|---|---|
| 2026 | +5.74% | +14.21% |
| 2025 | -29.56% | +46.57% |
| 2024 | -12.32% | +3.72% |
| 2023 | N/A | +12.99% |
| 2022 | N/A | -8.24% |
| 2021 | N/A | +12.63% |
| 2020 | N/A | -6.32% |
| 2019 | N/A | +14.59% |
| 2018 | N/A | -12.07% |
| 2017 | N/A | +22.75% |
| 2016 | N/A | +6.02% |
RFIX vs EFAS 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 EFAS was -44.40%, occurring on Mar 23, 2020. Recovery took 801 trading sessions.
The current RFIX drawdown is -32.37%. The current EFAS drawdown is -0.87%.
| Rank | RFIX | EFAS |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -44.40% Jan 26, 2018 - Apr 5, 2021 |
| #2 | N/A | -28.80% Feb 9, 2022 - Dec 19, 2023 |
| #3 | N/A | -11.84% Mar 19, 2025 - Apr 22, 2025 |
| #4 | N/A | -10.12% Sep 27, 2024 - Mar 3, 2025 |
| #5 | N/A | -8.43% Jun 8, 2021 - Jan 12, 2022 |
| #6 | N/A | -7.77% Apr 13, 2017 - Jul 14, 2017 |
| #7 | N/A | -6.46% May 15, 2024 - Aug 15, 2024 |
| #8 | N/A | -5.58% Dec 27, 2023 - Mar 7, 2024 |
| #9 | N/A | -5.30% Feb 27, 2026 - Apr 6, 2026 |
| #10 | N/A | -4.66% Sep 15, 2025 - Dec 15, 2025 |
| #11 | N/A | -4.08% Apr 9, 2024 - May 6, 2024 |
| #12 | N/A | -3.84% Aug 22, 2025 - Sep 15, 2025 |
| #13 | N/A | -3.42% Oct 20, 2017 - Dec 22, 2017 |
| #14 | N/A | -3.26% May 21, 2026 - Jun 8, 2026 |
| #15 | N/A | -3.11% Jan 14, 2022 - Feb 9, 2022 |
Correlation
Correlation between RFIX and EFAS is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2016 - 2026)
RFIX vs EFAS dividend yield comparison.
| Year | RFIX | EFAS |
|---|---|---|
| 2026 | 1.29% | 1.96% |
| 2025 | 5.07% | 4.83% |
| 2024 | 0.00% | 6.76% |
| 2023 | 0.00% | 6.33% |
| 2022 | 0.00% | 7.28% |
| 2021 | 0.00% | 5.19% |
| 2020 | 0.00% | 4.34% |
| 2019 | 0.00% | 5.75% |
| 2018 | 0.00% | 6.63% |
| 2017 | 0.00% | 6.15% |
| 2016 | 0.00% | 0.21% |
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