TENM vs RFIX

Comparison between ISHARES LARGE CAP 10% TARGET BUFFER MAR ETF (TENM, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

TENM vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TENM(ETF)	RFIX(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.50%	0.50%
Max Drawdown	3.61%	42.17%
Sharpe Ratio	1.38	-0.45
5Y Beta	0.44	-0.04

Net Assets

Winner

TENM

$46M

RFIX

$46M

Expense Ratio

TENM

0.50%

RFIX

0.50%

Max Drawdown

Winner

TENM

3.61%

RFIX

42.17%

Sharpe Ratio

Winner

TENM

1.38

RFIX

-0.45

5Y Beta

TENM

0.44

Winner

RFIX

-0.04

TENM vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	TENM	RFIX
1 month	+2.07%	-5.89%
3 months	+2.77%	-8.39%
6 months	+7.50%	-12.62%
1 year	+10.77%	-11.68%
Max(CAGR)	+12.98%	-24.16%

Winner

TENM

+2.07%

RFIX

-5.89%

Winner

TENM

+2.77%

RFIX

-8.39%

Winner

TENM

+7.50%

RFIX

-12.62%

Winner

TENM

+10.77%

RFIX

-11.68%

Max(CAGR)

Winner

TENM

+12.98%

RFIX

-24.16%

TENM vs RFIX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TENM	RFIX
2026	+8.33%	-2.38%
2025	+2.04%	-29.56%
2024	N/A	-12.32%

TENM vs RFIX Drawdown Comparison

The maximum drawdown for TENM was -3.61%, occurring on Mar 27, 2026. Recovery took 43 trading sessions.

The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.

The current TENM drawdown is -0.24%. The current RFIX drawdown is -37.56%.

Rank	TENM	RFIX
#1	-3.61% Feb 9, 2026 - Apr 13, 2026	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-2.27% Oct 28, 2025 - Nov 26, 2025	N/A
#3	-1.80% Jun 1, 2026 - Jul 6, 2026	N/A
#4	-1.43% Feb 2, 2026 - Feb 9, 2026	N/A
#5	-1.36% Jan 12, 2026 - Jan 27, 2026	N/A
#6	-1.14% Dec 11, 2025 - Dec 22, 2025	N/A
#7	-1.03% Jul 15, 2026 - Jul 31, 2026	N/A
#8	-0.70% Dec 24, 2025 - Jan 6, 2026	N/A
#9	-0.63% May 14, 2026 - May 22, 2026	N/A
#10	-0.46% Apr 17, 2026 - Apr 22, 2026	N/A
#11	-0.42% Aug 14, 2026 - Aug 20, 2026	N/A
#12	-0.40% Jul 10, 2026 - Jul 15, 2026	N/A
#13	-0.26% May 1, 2026 - May 5, 2026	N/A
#14	-0.26% Jan 28, 2026 - Feb 2, 2026	N/A
#15	-0.23% Apr 27, 2026 - Apr 30, 2026	N/A

Correlation

Correlation between TENM and RFIX is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

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