RFIX vs GABF

Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and GABELLI FINANCIAL SERVICES OPPORTUNITIES ETF (GABF, ETF).

RFIX vs GABF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFIX(ETF)	GABF(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.50%	1.24%
Max Drawdown	41.30%	23.89%
Sharpe Ratio	-0.58	-0.22
5Y Beta	-0.06	1.00
P/E Ratio	N/A	14.11
Forward P/E	N/A	7.07
PEG Ratio	N/A	0.07
5Y EPS CAGR	N/A	13.66%
Debt to Equity	N/A	57.33%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	1.85

Net Assets

Winner

RFIX

$56M

GABF

$56M

Expense Ratio

Winner

RFIX

0.50%

GABF

1.24%

Max Drawdown

RFIX

41.30%

Winner

GABF

23.89%

Sharpe Ratio

RFIX

-0.58

Winner

GABF

-0.22

5Y Beta

Winner

RFIX

-0.06

GABF

1.00

P/E Ratio

RFIX

N/A

GABF

14.11

Forward P/E

RFIX

N/A

GABF

7.07

PEG Ratio

RFIX

N/A

GABF

0.07

5Y EPS CAGR

RFIX

N/A

GABF

13.66%

Debt to Equity

RFIX

N/A

GABF

57.33%

P/S Ratio

RFIX

N/A

GABF

2.28

P/B Ratio

RFIX

N/A

GABF

1.85

RFIX vs GABF - Historical Returns

Returns include dividend reinvestment.

Period	RFIX	GABF
1 month	-2.53%	-1.21%
3 months	-3.63%	+1.15%
6 months	+2.13%	-4.47%
1 year	-16.38%	-1.28%
5 years(CAGR)	N/A	+18.23%
Max(CAGR)	-22.57%	+18.23%

RFIX

-2.53%

Winner

GABF

-1.21%

RFIX

-3.63%

Winner

GABF

+1.15%

Winner

RFIX

+2.13%

GABF

-4.47%

RFIX

-16.38%

Winner

GABF

-1.28%

5Y(CAGR)

RFIX

N/A

GABF

+18.23%

Max(CAGR)

RFIX

-22.57%

Winner

GABF

+18.23%

RFIX vs GABF - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	RFIX	GABF
2026	+6.96%	-5.81%
2025	-29.56%	+3.54%
2024	-12.32%	+45.39%
2023	N/A	+37.74%
2022	N/A	+0.41%

RFIX vs GABF 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 GABF was -20.86%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current RFIX drawdown is -31.59%. The current GABF drawdown is -9.92%.

Rank	RFIX	GABF
#1	-38.81% Dec 10, 2024 - Jan 20, 2026	-20.86% Feb 6, 2025 - Jul 10, 2025
#2	N/A	-17.15% Sep 18, 2025 - Mar 27, 2026
#3	N/A	-17.14% Aug 16, 2022 - Jan 17, 2023
#4	N/A	-14.12% Feb 7, 2023 - Jul 13, 2023
#5	N/A	-13.50% Jun 2, 2022 - Aug 11, 2022
#6	N/A	-9.76% Jul 30, 2024 - Aug 23, 2024
#7	N/A	-9.62% Aug 7, 2023 - Nov 14, 2023
#8	N/A	-8.32% Nov 29, 2024 - Feb 6, 2025
#9	N/A	-5.02% Apr 8, 2024 - May 9, 2024
#10	N/A	-4.96% Aug 30, 2024 - Sep 19, 2024
#11	N/A	-4.87% Jul 25, 2025 - Sep 11, 2025
#12	N/A	-3.91% May 21, 2024 - Jul 2, 2024
#13	N/A	-3.40% Oct 17, 2024 - Nov 6, 2024
#14	N/A	-3.22% Dec 28, 2023 - Jan 25, 2024
#15	N/A	-2.33% May 17, 2022 - May 23, 2022