StockComparison Logo
vs

USOY vs RFIX

Comparison between DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

USOY vs RFIX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USOY
$56M
Winner
RFIX
$56M
Expense Ratio
USOY
1.12%
Winner
RFIX
0.50%
Max Drawdown
USOY
68.34%
Winner
RFIX
41.30%
Sharpe Ratio
Winner
USOY
1.12
RFIX
-0.44
5Y Beta
USOY
0.13
Winner
RFIX
-0.05

USOY vs RFIX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USOY
+10.83%
RFIX
-6.36%
3M
Winner
USOY
-0.57%
RFIX
-3.71%
6M
Winner
USOY
+44.81%
RFIX
+1.85%
1Y
Winner
USOY
+42.12%
RFIX
-14.30%
Max(CAGR)
Winner
USOY
+20.03%
RFIX
-23.58%

USOY vs RFIX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearUSOYRFIX
2026+50.88%+1.40%
2025-8.48%-29.56%
2024+7.42%-12.32%

USOY vs RFIX Drawdown Comparison

The maximum drawdown for USOY was -25.48%, occurring on Jul 1, 2026. This drawdown has not yet recovered.

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

The current USOY drawdown is -11.47%. The current RFIX drawdown is -35.15%.

RankUSOYRFIX
#1-25.48%
May 19, 2026 - Jul 1, 2026
-38.81%
Dec 10, 2024 - Jan 20, 2026
#2-17.38%
Jan 17, 2025 - Feb 19, 2026
N/A
#3-14.20%
Jul 5, 2024 - Dec 30, 2024
N/A
#4-13.88%
Apr 6, 2026 - Apr 29, 2026
N/A
#5-8.85%
Apr 29, 2026 - May 19, 2026
N/A
#6-6.18%
Mar 20, 2026 - Mar 27, 2026
N/A
#7-5.84%
May 28, 2024 - Jun 20, 2024
N/A
#8-2.51%
May 17, 2024 - May 28, 2024
N/A
#9-1.96%
May 13, 2024 - May 17, 2024
N/A
#10-1.83%
Mar 6, 2026 - Mar 10, 2026
N/A
#11-1.25%
Mar 18, 2026 - Mar 20, 2026
N/A
#12-0.97%
Mar 30, 2026 - Apr 2, 2026
N/A
#13-0.72%
Jun 24, 2024 - Jun 27, 2024
N/A
#14-0.70%
Jan 7, 2025 - Jan 10, 2025
N/A
#15-0.35%
Jan 3, 2025 - Jan 7, 2025
N/A

Correlation

Correlation between USOY and RFIX is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39
-101

Dividend Comparison (2024 - 2026)

USOY vs RFIX dividend yield comparison.

YearUSOYRFIX
202628.38%1.62%
2025104.32%5.07%
202448.60%0.00%

Select Stocks to Compare