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PFIX vs BUCK

Simplify Interest Rate Hedge ETF vs Simplify Treasury Option Income ETF

PFIX

Simplify Interest Rate Hedge ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$210M

BUCK

Simplify Treasury Option Income ETF

Simplify Asset Management

Annual cost

0.35%

Fund size

$421M

Key differences

  • BUCK costs 0.15% less per year.
  • PFIX follows a tactical allocation strategy; BUCK uses option income.
  • Over the last 3 years, PFIX has delivered higher annualized returns.

Side-by-side comparison

PFIXBUCK
Annual cost (TER)0.50%0.35%
Fund size (AUM)$210M$421M
Since20212022
Dividend yield4.58%7.54%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y-13.6%+8.7%
CAGR 3Y+18.2%+5.4%
CAGR 5Y+17.7%N/A
Sharpe 3Y0.540.47
Volatility 1Y30.79%3.28%
Max drawdown-36.17%-5.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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