Screener
PFIX vs HYZD
Simplify Interest Rate Hedge ETF vs WisdomTree Interest Rate Hedged High Yield Bond Fund
Key differences
Both PFIX and HYZD are fixed income ETFs. PFIX charges 0.50% a year and HYZD 0.43%. The main difference: PFIX follows a tactical allocation strategy; HYZD uses long short.
- PFIX follows a tactical allocation strategy; HYZD uses long short.
- HYZD costs 0.07% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
- HYZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIX | HYZD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.43% |
| Fund size (AUM) | $231M | $237M |
| Since | 2021 | 2013 |
| Dividend yield | 4.55% | 5.89% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | long short |
| CAGR 1Y | -13.2% | +6.9% |
| CAGR 3Y | +14.5% | +9.4% |
| CAGR 5Y | +16.7% | +6.2% |
| Sharpe 3Y | 0.45 | 1.13 |
| Volatility 1Y | 30.44% | 3.13% |
| Max drawdown | -36.17% | -25.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.