RFIX vs TBLU
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and TORTOISE GLOBAL WATER ETF (TBLU, ETF).
RFIX vs TBLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFIX
$56M
TBLU
$56M
Expense Ratio
RFIX
0.50%
Winner
TBLU
0.40%
Max Drawdown
RFIX
41.30%
Winner
TBLU
37.58%
Sharpe Ratio
RFIX
-0.58
Winner
TBLU
-0.29
5Y Beta
Winner
RFIX
-0.06
TBLU
0.64
P/E Ratio
RFIX
N/A
TBLU
24.33
Forward P/E
RFIX
N/A
TBLU
19.21
PEG Ratio
RFIX
N/A
TBLU
1.16
5Y Dividends CAGR
RFIX
N/A
TBLU
28.78%
Debt to Equity
RFIX
N/A
TBLU
45.67%
P/S Ratio
RFIX
N/A
TBLU
2.59
P/B Ratio
RFIX
N/A
TBLU
3.47
RFIX vs TBLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFIX
-2.53%
TBLU
-3.67%
3M
Winner
RFIX
-3.63%
TBLU
-6.30%
6M
Winner
RFIX
+2.13%
TBLU
-2.93%
1Y
RFIX
-16.38%
Winner
TBLU
-1.48%
5Y(CAGR)
RFIX
N/A
TBLU
+3.80%
10Y(CAGR)
RFIX
N/A
TBLU
+9.44%
Max(CAGR)
RFIX
-22.57%
Winner
TBLU
+9.44%
RFIX vs TBLU - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | TBLU |
|---|---|---|
| 2026 | +6.96% | -2.95% |
| 2025 | -29.56% | +12.42% |
| 2024 | -12.32% | +9.92% |
| 2023 | N/A | +20.01% |
| 2022 | N/A | -25.20% |
| 2021 | N/A | +30.22% |
| 2020 | N/A | +16.37% |
| 2019 | N/A | +38.09% |
| 2018 | N/A | -12.48% |
| 2017 | N/A | +20.20% |
RFIX vs TBLU 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 TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current RFIX drawdown is -31.59%. The current TBLU drawdown is -11.58%.
| Rank | RFIX | TBLU |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -37.58% Feb 20, 2020 - Oct 12, 2020 |
| #2 | N/A | -35.36% Dec 31, 2021 - Jul 31, 2024 |
| #3 | N/A | -17.25% Jan 26, 2018 - Jun 13, 2019 |
| #4 | N/A | -15.42% Dec 9, 2024 - May 15, 2025 |
| #5 | N/A | -13.17% Feb 26, 2026 - Mar 20, 2026 |
| #6 | N/A | -8.73% Sep 2, 2021 - Nov 9, 2021 |
| #7 | N/A | -8.29% Aug 22, 2025 - Jan 16, 2026 |
| #8 | N/A | -6.00% May 4, 2017 - Jul 20, 2017 |
| #9 | N/A | -5.90% Jan 13, 2021 - Mar 26, 2021 |
| #10 | N/A | -5.63% Oct 12, 2020 - Nov 5, 2020 |
| #11 | N/A | -5.54% Jul 31, 2024 - Sep 19, 2024 |
| #12 | N/A | -5.24% Jul 29, 2019 - Sep 18, 2019 |
| #13 | N/A | -5.01% Nov 19, 2021 - Dec 27, 2021 |
| #14 | N/A | -4.60% Oct 7, 2024 - Nov 6, 2024 |
| #15 | N/A | -4.27% Mar 1, 2017 - Apr 26, 2017 |
Correlation
Correlation between RFIX and TBLU is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
Dividend Comparison (2017 - 2026)
RFIX vs TBLU dividend yield comparison.
| Year | RFIX | TBLU |
|---|---|---|
| 2026 | 1.28% | 0.00% |
| 2025 | 5.07% | 3.31% |
| 2024 | 0.00% | 1.34% |
| 2023 | 0.00% | 1.46% |
| 2022 | 0.00% | 1.64% |
| 2021 | 0.00% | 1.55% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.35% |
| 2017 | 0.00% | 1.32% |
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