THIR vs PFIX
Comparison between THOR INDEX ROTATION ETF (THIR, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).
THIR vs PFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
THIR
$210M
PFIX
$210M
Expense Ratio
THIR
0.69%
Winner
PFIX
0.50%
Max Drawdown
Winner
THIR
10.05%
PFIX
66.22%
Sharpe Ratio
Winner
THIR
1.26
PFIX
-0.41
5Y Beta
THIR
0.52
Winner
PFIX
-0.06
THIR vs PFIX - Holdings Comparison
THIR and PFIX have 0 common holdings. Overlap is 0.00%
THIR's top 25 holdings weight is 98.89%. PFIX's top 25 holdings weight is 44.79%.
| Rank | THIR | PFIX |
|---|---|---|
| #1 | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 49.13% | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 28.45% |
| #2 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 48.23% | SWAPTION 05/10/2030 P4.50/SOFR MSX (n/a) - 7.12% |
| #3 | STATE STREET® SPDR® BLMBG1-3MTHT-BILLETF (BIL) - 0.98% | SWAPTION 06/16/2032 P4.80/SOFR GSX (n/a) - 2.95% |
| #4 | INVESCO QQQ TRUST (QQQ) - 0.55% | SWAPTION 06/16/2032 P4.75/SOFR JPM (n/a) - 1.14% |
| #5 | N/A | SWAPTION 05/02/2030 P4.50/SOFR GSX (n/a) - 1.08% |
| #6 | N/A | SWAPTION 05/01/2030 P4.50/SOFR GSX (n/a) - 1.04% |
| #7 | N/A | SWAPTION 06/16/2032 P5.00/SOFR MSX (n/a) - 0.70% |
| #8 | N/A | SWAPTION 05/10/2030 P4.50/SOFR GSX (n/a) - 0.66% |
| #9 | N/A | SWAPTION 06/16/2032 P5.00/SOFR GSX (n/a) - 0.65% |
| #10 | N/A | SWAPTION 05/01/2030 P4.50/SOFR MSX (n/a) - 0.65% |
| #11 | N/A | SWAPTION 06/16/2032 P5.00/SOFR CIT (n/a) - 0.57% |
| #12 | N/A | SWAPTION 05/02/2030 P4.50/SOFR MSX (n/a) - 0.41% |
| #13 | N/A | SWAPTION 06/16/2032 P5.00/SOFR BOA (n/a) - 0.29% |
| #14 | N/A | SWAPTION 05/01/2030 P4.50/SOFR CIT (n/a) - 0.25% |
| #15 | N/A | SWAPTION 06/16/2032 P5.00/SOFR JPM (n/a) - 0.17% |
| #16 | N/A | SWAPTION 06/16/2032 P4.80/SOFR CIT (n/a) - 0.13% |
| #17 | N/A | CASH (n/a) - 0.05% |
| #18 | N/A | IRS P 2.11 05/15/2028 05/15/2048 (n/a) - 0.00% |
| #19 | N/A | IRS R SOFR 05/15/2028 05/15/2048 (n/a) - 0.00% |
| #20 | N/A | SWAPTION 06/16/2032 P4.75/SOFR MSX (n/a) - -0.05% |
| #21 | N/A | SWAPTION 06/16/2032 P4.50/SOFR GSX (n/a) - -0.14% |
| #22 | N/A | SWAPTION 06/16/2032 P4.50/SOFR BRC (n/a) - -0.16% |
| #23 | N/A | SWAPTION 06/16/2032 P4.50/SOFR JPM (n/a) - -0.32% |
| #24 | N/A | SWAPTION 05/01/2030 P4.50/SOFR JPM (n/a) - -0.85% |
| #25 | N/A | N/A |
| Total Holdings | 4 | 24 |
THIR vs PFIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
THIR
+2.66%
PFIX
-3.46%
3M
THIR
+3.94%
Winner
PFIX
+9.74%
6M
Winner
THIR
+3.89%
PFIX
-0.53%
1Y
Winner
THIR
+20.69%
PFIX
-11.73%
5Y(CAGR)
THIR
N/A
PFIX
+17.09%
Max(CAGR)
Winner
THIR
+19.14%
PFIX
+15.18%
THIR vs PFIX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | THIR | PFIX |
|---|---|---|
| 2026 | +3.42% | -4.01% |
| 2025 | +25.88% | +0.57% |
| 2024 | +3.26% | +34.45% |
| 2023 | N/A | +12.02% |
| 2022 | N/A | +84.85% |
| 2021 | N/A | -24.95% |
THIR vs PFIX Drawdown Comparison
The maximum drawdown for THIR was -10.05%, occurring on Apr 21, 2025. Recovery took 57 trading sessions.
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The current THIR drawdown is -4.20%. The current PFIX drawdown is -18.76%.
| Rank | THIR | PFIX |
|---|---|---|
| #1 | -10.05% Feb 19, 2025 - May 12, 2025 | -36.17% Oct 20, 2023 - Apr 21, 2025 |
| #2 | -8.88% Feb 6, 2026 - May 8, 2026 | -32.20% Oct 24, 2022 - Sep 21, 2023 |
| #3 | -5.43% Oct 29, 2025 - Dec 11, 2025 | -28.20% May 21, 2025 - Feb 27, 2026 |
| #4 | -4.75% Dec 16, 2024 - Jan 23, 2025 | -26.04% May 12, 2021 - Mar 28, 2022 |
| #5 | -4.20% Jun 2, 2026 - Jun 5, 2026 | -25.57% Jun 14, 2022 - Sep 26, 2022 |
| #6 | -2.95% Oct 14, 2024 - Nov 6, 2024 | -18.75% May 6, 2022 - Jun 14, 2022 |
| #7 | -2.93% Oct 8, 2025 - Oct 24, 2025 | -10.73% Apr 22, 2025 - May 12, 2025 |
| #8 | -2.59% Jan 23, 2025 - Feb 13, 2025 | -8.76% Oct 6, 2023 - Oct 19, 2023 |
| #9 | -2.49% Jan 12, 2026 - Feb 6, 2026 | -6.71% Apr 11, 2022 - May 2, 2022 |
| #10 | -2.47% Jul 28, 2025 - Aug 12, 2025 | -6.40% Mar 28, 2022 - Apr 7, 2022 |
| #11 | -2.37% May 14, 2026 - May 26, 2026 | -4.63% Sep 27, 2022 - Sep 30, 2022 |
| #12 | -2.33% May 16, 2025 - Jun 3, 2025 | -4.24% Sep 30, 2022 - Oct 10, 2022 |
| #13 | -2.28% Nov 11, 2024 - Nov 26, 2024 | -4.03% May 2, 2022 - May 5, 2022 |
| #14 | -2.10% Dec 11, 2025 - Dec 24, 2025 | -3.90% May 14, 2025 - May 21, 2025 |
| #15 | -1.76% Jun 16, 2025 - Jun 24, 2025 | -1.84% Oct 3, 2023 - Oct 6, 2023 |
Correlation
Correlation between THIR and PFIX is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
0.21
-101
Dividend Comparison (2021 - 2026)
THIR vs PFIX dividend yield comparison.
| Year | THIR | PFIX |
|---|---|---|
| 2026 | 0.00% | 1.07% |
| 2025 | 0.35% | 9.92% |
| 2024 | 0.29% | 3.40% |
| 2023 | 0.00% | 87.92% |
| 2022 | 0.00% | 0.63% |
| 2021 | 0.00% | 0.00% |
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