VSDA vs PFIX
Comparison between VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA, ETF) and SIMPLIFY INTEREST RATE HEDGE ETF (PFIX, ETF).
5-Year PerformancePFIX has outperformed VSDA, delivering a return of +16.8% compared to +7.5%
VSDA vs PFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VSDA
$231M
Winner
PFIX
$231M
Expense Ratio
Winner
VSDA
0.35%
PFIX
0.50%
Max Drawdown
Winner
VSDA
32.22%
PFIX
66.22%
Sharpe Ratio
Winner
VSDA
0.94
PFIX
-0.45
5Y Beta
VSDA
0.52
Winner
PFIX
-0.07
P/E Ratio
VSDA
19.69
PFIX
N/A
Forward P/E
VSDA
16.19
PFIX
N/A
PEG Ratio
VSDA
0.75
PFIX
N/A
5Y Dividends CAGR
VSDA
19.50%
PFIX
N/A
5Y EPS CAGR
VSDA
7.95%
PFIX
N/A
Debt to Equity
VSDA
-10.60%
PFIX
N/A
P/S Ratio
VSDA
1.79
PFIX
N/A
P/B Ratio
VSDA
3.53
PFIX
N/A
VSDA vs PFIX - Holdings Comparison
VSDA and PFIX have 1 common holdings. Overlap is -0.56%
VSDA's top 25 holdings weight is 55.63%. PFIX's top 25 holdings weight is 44.06%.
| Rank | VSDA | PFIX |
|---|---|---|
| #1 | FRANKLIN RESOURCES INC (BEN) - 3.90% | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 32.25% |
| #2 | T. ROWE PRICE GROUP INC (TROW) - 3.84% | SWAPTION 05/10/2030 P4.50/SOFR MSX (n/a) - 4.70% |
| #3 | ALTRIA GROUP INC (MO) - 3.57% | SWAPTION 05/01/2030 P4.50/SOFR GSX (n/a) - 2.34% |
| #4 | KIMBERLY-CLARK CORP (KMB) - 3.45% | SWAPTION 06/16/2032 P4.80/SOFR GSX (n/a) - 1.42% |
| #5 | HORMEL FOODS CORP (HRL) - 3.44% | SWAPTION 05/02/2030 P4.50/SOFR GSX (n/a) - 1.41% |
| #6 | STANLEY BLACK & DECKER INC (SWK) - 2.70% | SWAPTION 05/02/2030 P4.50/SOFR MSX (n/a) - 1.00% |
| #7 | n/a (BF-B) - 2.47% | SWAPTION 05/01/2030 P4.50/SOFR MSX (n/a) - 0.80% |
| #8 | CLOROX CO (CLX) - 2.23% | SWAPTION 05/01/2030 P4.50/SOFR CIT (n/a) - 0.49% |
| #9 | n/a (MKC) - 2.18% | SWAPTION 06/16/2032 P4.75/SOFR JPM (n/a) - 0.46% |
| #10 | COLGATE-PALMOLIVE CO (CL) - 2.16% | SWAPTION 06/16/2032 P5.00/SOFR CIT (n/a) - 0.35% |
| #11 | TARGET CORP (TGT) - 2.10% | SWAPTION 06/16/2032 P5.00/SOFR MSX (n/a) - 0.30% |
| #12 | MEDTRONIC PLC (MDT) - 2.04% | CASH (n/a) - 0.12% |
| #13 | PEPSICO INC (PEP) - 2.00% | SWAPTION 06/16/2032 P5.00/SOFR GSX (n/a) - 0.11% |
| #14 | GENUINE PARTS CO (GPC) - 1.91% | SWAPTION 06/16/2032 P5.00/SOFR BOA (n/a) - 0.04% |
| #15 | PPG INDUSTRIES INC (PPG) - 1.76% | SWAPTION 06/16/2032 P4.80/SOFR CIT (n/a) - 0.02% |
| #16 | EMERSON ELECTRIC CO (EMR) - 1.75% | SWAPTION 05/10/2030 P4.50/SOFR GSX (n/a) - 0.01% |
| #17 | UNION PACIFIC CORP (UNP) - 1.72% | IRS P 2.11 05/15/2028 05/15/2048 (n/a) - 0.00% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.65% | IRS R SOFR 05/15/2028 05/15/2048 (n/a) - 0.00% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.61% | SWAPTION 06/16/2032 P4.75/SOFR MSX (n/a) - -0.11% |
| #20 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.61% | SWAPTION 06/16/2032 P5.00/SOFR JPM (n/a) - -0.12% |
| #21 | SYSCO CORP (SYY) - 1.57% | SWAPTION 06/16/2032 P4.50/SOFR BRC (n/a) - -0.27% |
| #22 | ILLINOIS TOOL WORKS INC (ITW) - 1.55% | SWAPTION 05/01/2030 P4.50/SOFR JPM (n/a) - -0.32% |
| #23 | CHEVRON CORP (CVX) - 1.49% | SWAPTION 06/16/2032 P4.50/SOFR GSX (n/a) - -0.38% |
| #24 | AFLAC INC (AFL) - 1.48% | SWAPTION 06/16/2032 P4.50/SOFR JPM (n/a) - -0.56% |
| #25 | COCA-COLA CO (KO) - 1.45% | N/A |
| Total Holdings | 76 | 24 |
VSDA vs PFIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSDA
+5.09%
PFIX
-9.83%
3M
Winner
VSDA
+4.47%
PFIX
-0.17%
6M
Winner
VSDA
+7.60%
PFIX
-6.46%
1Y
Winner
VSDA
+15.10%
PFIX
-16.66%
5Y(CAGR)
VSDA
+7.55%
Winner
PFIX
+16.78%
10Y(CAGR)
VSDA
+11.44%
PFIX
N/A
Max(CAGR)
VSDA
+11.44%
Winner
PFIX
+14.39%
VSDA vs PFIX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | VSDA | PFIX |
|---|---|---|
| 2026 | +8.68% | -6.95% |
| 2025 | +7.05% | +0.57% |
| 2024 | +9.56% | +34.45% |
| 2023 | +8.67% | +12.02% |
| 2022 | -3.78% | +84.85% |
| 2021 | +23.75% | -24.95% |
| 2020 | +12.25% | N/A |
| 2019 | +31.39% | N/A |
| 2018 | -0.89% | N/A |
| 2017 | +14.27% | N/A |
VSDA vs PFIX Drawdown Comparison
The maximum drawdown for VSDA was -32.11%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 374 trading sessions.
The current VSDA drawdown is -2.25%. The current PFIX drawdown is -21.25%.
| Rank | VSDA | PFIX |
|---|---|---|
| #1 | -32.11% Feb 19, 2020 - Aug 28, 2020 | -36.17% Oct 20, 2023 - Apr 21, 2025 |
| #2 | -16.14% Jan 4, 2022 - Feb 2, 2023 | -32.20% Oct 24, 2022 - Sep 21, 2023 |
| #3 | -16.13% Sep 21, 2018 - Mar 21, 2019 | -28.20% May 21, 2025 - Feb 27, 2026 |
| #4 | -15.54% Nov 29, 2024 - Aug 13, 2025 | -26.04% May 12, 2021 - Mar 28, 2022 |
| #5 | -12.73% Jul 26, 2023 - Dec 14, 2023 | -25.57% Jun 14, 2022 - Sep 26, 2022 |
| #6 | -9.44% Feb 24, 2026 - Mar 20, 2026 | -18.75% May 6, 2022 - Jun 14, 2022 |
| #7 | -8.38% Jan 23, 2018 - Jul 17, 2018 | -10.73% Apr 22, 2025 - May 12, 2025 |
| #8 | -7.52% Feb 2, 2023 - Jul 18, 2023 | -8.76% Oct 6, 2023 - Oct 19, 2023 |
| #9 | -6.78% Oct 12, 2020 - Nov 9, 2020 | -6.71% Apr 11, 2022 - May 2, 2022 |
| #10 | -6.58% Aug 16, 2021 - Nov 10, 2021 | -6.40% Mar 28, 2022 - Apr 7, 2022 |
| #11 | -6.01% Aug 22, 2025 - Jan 9, 2026 | -4.63% Sep 27, 2022 - Sep 30, 2022 |
| #12 | -5.97% Sep 2, 2020 - Oct 8, 2020 | -4.24% Sep 30, 2022 - Oct 10, 2022 |
| #13 | -5.28% Mar 28, 2024 - Jul 16, 2024 | -4.03% May 2, 2022 - May 5, 2022 |
| #14 | -5.28% Jul 26, 2019 - Sep 5, 2019 | -3.90% May 14, 2025 - May 21, 2025 |
| #15 | -5.16% Jan 8, 2021 - Mar 8, 2021 | -1.84% Oct 3, 2023 - Oct 6, 2023 |
Correlation
Correlation between VSDA and PFIX is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2017 - 2026)
VSDA vs PFIX dividend yield comparison.
| Year | VSDA | PFIX |
|---|---|---|
| 2026 | 1.02% | 1.10% |
| 2025 | 2.65% | 9.92% |
| 2024 | 2.36% | 3.40% |
| 2023 | 1.92% | 87.92% |
| 2022 | 1.83% | 0.63% |
| 2021 | 1.40% | 0.00% |
| 2020 | 1.49% | 0.00% |
| 2019 | 1.36% | 0.00% |
| 2018 | 1.69% | 0.00% |
| 2017 | 1.23% | 0.00% |
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