Screener
PFIX vs HYGH
Simplify Interest Rate Hedge ETF vs iShares Interest Rate Hedged High Yield Bond ETF
Key differences
Both PFIX and HYGH are fixed income ETFs. PFIX charges 0.50% a year and HYGH 0.52%. The main difference: PFIX follows a tactical allocation strategy; HYGH uses index tracking.
- PFIX follows a tactical allocation strategy; HYGH uses index tracking.
- Over the last three years, PFIX has delivered higher annualized returns.
- HYGH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIX | HYGH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.52% |
| Fund size (AUM) | $231M | $529M |
| Since | 2021 | 2014 |
| Dividend yield | 4.55% | 6.65% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | -13.2% | +7.8% |
| CAGR 3Y | +14.5% | +9.9% |
| CAGR 5Y | +16.7% | +7.0% |
| Sharpe 3Y | 0.45 | 1.11 |
| Volatility 1Y | 30.44% | 3.66% |
| Max drawdown | -36.17% | -23.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.