RFIX vs NCPB
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and NUVEEN CORE PLUS BOND ETF (NCPB, ETF).
RFIX vs NCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFIX
$56M
NCPB
$56M
Expense Ratio
RFIX
0.50%
Winner
NCPB
0.31%
Max Drawdown
RFIX
41.30%
Winner
NCPB
6.14%
Sharpe Ratio
RFIX
-0.44
Winner
NCPB
0.28
5Y Beta
Winner
RFIX
-0.05
NCPB
0.07
RFIX vs NCPB - Historical Returns
Returns include dividend reinvestment.
1M
RFIX
-6.36%
Winner
NCPB
-0.48%
3M
RFIX
-3.71%
Winner
NCPB
-0.38%
6M
Winner
RFIX
+1.85%
NCPB
+0.08%
1Y
RFIX
-14.30%
Winner
NCPB
+4.47%
Max(CAGR)
RFIX
-23.58%
Winner
NCPB
+4.81%
RFIX vs NCPB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | NCPB |
|---|---|---|
| 2026 | +1.40% | +0.33% |
| 2025 | -29.56% | +7.65% |
| 2024 | -12.32% | +3.55% |
RFIX vs NCPB 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 NCPB was -3.59%, occurring on Jan 13, 2025. Recovery took 113 trading sessions.
The current RFIX drawdown is -35.15%. The current NCPB drawdown is -1.59%.
| Rank | RFIX | NCPB |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -3.59% Sep 16, 2024 - Feb 28, 2025 |
| #2 | N/A | -2.88% Feb 27, 2026 - Mar 27, 2026 |
| #3 | N/A | -2.83% Mar 27, 2024 - Jun 4, 2024 |
| #4 | N/A | -2.49% Apr 3, 2025 - Jun 23, 2025 |
| #5 | N/A | -1.27% Jun 25, 2024 - Jul 10, 2024 |
| #6 | N/A | -1.14% Jun 30, 2025 - Aug 1, 2025 |
| #7 | N/A | -1.11% Mar 8, 2024 - Mar 27, 2024 |
| #8 | N/A | -1.11% Mar 3, 2025 - Apr 3, 2025 |
| #9 | N/A | -1.04% Oct 28, 2025 - Nov 26, 2025 |
| #10 | N/A | -0.90% Jun 5, 2024 - Jun 13, 2024 |
| #11 | N/A | -0.88% Aug 2, 2024 - Aug 13, 2024 |
| #12 | N/A | -0.88% Jul 17, 2024 - Jul 31, 2024 |
| #13 | N/A | -0.73% Nov 26, 2025 - Dec 29, 2025 |
| #14 | N/A | -0.69% Sep 16, 2025 - Oct 13, 2025 |
| #15 | N/A | -0.59% Jan 14, 2026 - Jan 26, 2026 |
Correlation
Correlation between RFIX and NCPB is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.86
-101
Dividend Comparison (2024 - 2026)
RFIX vs NCPB dividend yield comparison.
| Year | RFIX | NCPB |
|---|---|---|
| 2026 | 1.62% | 2.52% |
| 2025 | 5.07% | 5.21% |
| 2024 | 0.00% | 5.14% |
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