Screener
IRVH vs PFIX
Global X Interest Rate Volatility & Inflation Hedge ETF vs Simplify Interest Rate Hedge ETF
Key differences
Both IRVH and PFIX are fixed income ETFs. IRVH charges 0.45% a year and PFIX 0.50%. The main difference: IRVH follows a multi strategy strategy; PFIX uses tactical allocation.
- IRVH follows a multi strategy strategy; PFIX uses tactical allocation.
- PFIX is much larger than IRVH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| IRVH | PFIX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.50% |
| Fund size (AUM) | $1M | $231M |
| Since | 2022 | 2021 |
| Dividend yield | 5.50% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | -0.8% | -13.2% |
| CAGR 3Y | -0.5% | +14.5% |
| CAGR 5Y | N/A | +16.7% |
| Sharpe 3Y | -0.61 | 0.45 |
| Volatility 1Y | 4.87% | 30.44% |
| Max drawdown | -14.97% | -36.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.