Screener
IVOL vs PFIX
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Simplify Interest Rate Hedge ETF
Key differences
Both IVOL and PFIX are fixed income ETFs. IVOL charges 0.98% a year and PFIX 0.50%. The main difference: IVOL follows a multi strategy strategy; PFIX uses tactical allocation.
- IVOL follows a multi strategy strategy; PFIX uses tactical allocation.
- PFIX costs 0.48% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| IVOL | PFIX | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.50% |
| Fund size (AUM) | $314M | $231M |
| Since | 2019 | 2021 |
| Dividend yield | 3.86% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | -4.4% | -13.2% |
| CAGR 3Y | -3.1% | +14.5% |
| CAGR 5Y | -5.8% | +16.7% |
| Sharpe 3Y | -0.60 | 0.45 |
| Volatility 1Y | 6.74% | 30.44% |
| Max drawdown | -31.16% | -36.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.