RFIX vs KMID

Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).

RFIX vs KMID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFIX(ETF)	KMID(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.50%	0.80%
Max Drawdown	42.17%	18.93%
Sharpe Ratio	-0.45	-0.09
5Y Beta	-0.04	0.79
P/E Ratio	N/A	30.69
Forward P/E	N/A	23.49
PEG Ratio	N/A	0.93
5Y EPS CAGR	N/A	13.04%
Debt to Equity	N/A	23.16%
P/S Ratio	N/A	3.77
P/B Ratio	N/A	5.47

Net Assets

RFIX

$46M

KMID

$46M

Expense Ratio

Winner

RFIX

0.50%

KMID

0.80%

Max Drawdown

RFIX

42.17%

Winner

KMID

18.93%

Sharpe Ratio

RFIX

-0.45

Winner

KMID

-0.09

5Y Beta

Winner

RFIX

-0.04

KMID

0.79

P/E Ratio

RFIX

N/A

KMID

30.69

Forward P/E

RFIX

N/A

KMID

23.49

PEG Ratio

RFIX

N/A

KMID

0.93

5Y EPS CAGR

RFIX

N/A

KMID

13.04%

Debt to Equity

RFIX

N/A

KMID

23.16%

P/S Ratio

RFIX

N/A

KMID

3.77

P/B Ratio

RFIX

N/A

KMID

5.47

RFIX vs KMID - Historical Returns

Returns include dividend reinvestment.

Period	RFIX	KMID
1 month	-5.89%	-0.56%
3 months	-8.39%	+1.74%
6 months	-12.62%	-2.51%
1 year	-11.68%	+0.32%
Max(CAGR)	-24.16%	-0.01%

RFIX

-5.89%

Winner

KMID

-0.56%

RFIX

-8.39%

Winner

KMID

+1.74%

RFIX

-12.62%

Winner

KMID

-2.51%

RFIX

-11.68%

Winner

KMID

+0.32%

Max(CAGR)

RFIX

-24.16%

Winner

KMID

-0.01%

RFIX vs KMID - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	RFIX	KMID
2026	-2.38%	+2.10%
2025	-29.56%	+0.93%
2024	-12.32%	-2.93%

RFIX vs KMID 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 KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current RFIX drawdown is -37.56%. The current KMID drawdown is -4.52%.

Rank	RFIX	KMID
#1	-38.81% Dec 10, 2024 - Jan 20, 2026	-18.89% Nov 29, 2024 - Apr 8, 2025
#2	N/A	-2.53% Nov 8, 2024 - Nov 25, 2024
#3	N/A	-2.07% Oct 18, 2024 - Nov 6, 2024
#4	N/A	-0.33% Nov 25, 2024 - Nov 29, 2024
#5	N/A	-0.10% Oct 16, 2024 - Oct 18, 2024
#6	N/A	-0.06% Nov 6, 2024 - Nov 8, 2024

Correlation

Correlation between RFIX and KMID is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

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