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RFIX vs PAMC

Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF (PAMC, ETF).

RFIX vs PAMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RFIX
$54M
PAMC
$54M
Expense Ratio
Winner
RFIX
0.50%
PAMC
0.60%
Max Drawdown
RFIX
41.30%
Winner
PAMC
27.96%
Sharpe Ratio
RFIX
-0.46
Winner
PAMC
1.31
5Y Beta
Winner
RFIX
-0.04
PAMC
0.94
P/E Ratio
RFIX
N/A
PAMC
21.66
Forward P/E
RFIX
N/A
PAMC
13.94
PEG Ratio
RFIX
N/A
PAMC
0.15
5Y Dividends CAGR
RFIX
N/A
PAMC
44.81%
5Y EPS CAGR
RFIX
N/A
PAMC
15.09%
Debt to Equity
RFIX
N/A
PAMC
40.14%
P/S Ratio
RFIX
N/A
PAMC
0.93
P/B Ratio
RFIX
N/A
PAMC
2.17

RFIX vs PAMC - Historical Returns

Returns include dividend reinvestment.

1M
RFIX
+1.65%
Winner
PAMC
+4.21%
3M
RFIX
-4.02%
Winner
PAMC
+16.45%
6M
RFIX
+2.11%
Winner
PAMC
+17.77%
1Y
RFIX
-15.76%
Winner
PAMC
+30.11%
5Y(CAGR)
RFIX
N/A
PAMC
+8.70%
Max(CAGR)
RFIX
-22.91%
Winner
PAMC
+15.99%

RFIX vs PAMC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearRFIXPAMC
2026+5.74%+16.56%
2025-29.56%+1.13%
2024-12.32%+26.40%
2023N/A+19.38%
2022N/A-11.98%
2021N/A+15.23%
2020N/A+34.03%

RFIX vs PAMC 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 PAMC was -27.04%, occurring on Sep 26, 2022. Recovery took 659 trading sessions.

The current RFIX drawdown is -32.37%.

RankRFIXPAMC
#1-38.81%
Dec 10, 2024 - Jan 20, 2026
-27.04%
Jun 8, 2021 - Jan 22, 2024
#2N/A-26.06%
Nov 25, 2024 - Feb 6, 2026
#3N/A-10.00%
Feb 20, 2026 - Apr 13, 2026
#4N/A-8.38%
Jul 16, 2024 - Oct 11, 2024
#5N/A-8.29%
Mar 15, 2021 - Apr 23, 2021
#6N/A-7.93%
Sep 2, 2020 - Oct 5, 2020
#7N/A-7.22%
Feb 12, 2021 - Mar 12, 2021
#8N/A-7.18%
Mar 28, 2024 - May 15, 2024
#9N/A-5.98%
Oct 15, 2020 - Nov 5, 2020
#10N/A-5.97%
May 15, 2024 - Jul 16, 2024
#11N/A-5.23%
Jan 22, 2021 - Feb 5, 2021
#12N/A-5.17%
May 7, 2021 - Jun 1, 2021
#13N/A-4.95%
May 6, 2026 - Jun 2, 2026
#14N/A-3.43%
Feb 15, 2024 - Feb 22, 2024
#15N/A-3.16%
Jun 4, 2026 - Jun 12, 2026

Correlation

Correlation between RFIX and PAMC is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64
-101

Dividend Comparison (2020 - 2026)

RFIX vs PAMC dividend yield comparison.

YearRFIXPAMC
20261.29%0.26%
20255.07%1.11%
20240.00%0.97%
20230.00%0.69%
20220.00%1.29%
20210.00%0.36%
20200.00%0.30%

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