Screener
IGHG vs PFIX
ProShares Investment Grade—Interest Rate Hedged vs Simplify Interest Rate Hedge ETF
Key differences
Both IGHG and PFIX are fixed income ETFs. IGHG charges 0.30% a year and PFIX 0.50%. The main difference: IGHG costs 0.20% less per year.
- IGHG costs 0.20% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
- IGHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGHG | PFIX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.50% |
| Fund size (AUM) | $309M | $231M |
| Since | 2013 | 2021 |
| Dividend yield | 5.09% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +6.1% | -13.2% |
| CAGR 3Y | +8.6% | +14.5% |
| CAGR 5Y | +5.3% | +16.7% |
| Sharpe 3Y | 1.19 | 0.45 |
| Volatility 1Y | 3.41% | 30.44% |
| Max drawdown | -25.16% | -36.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.