Screener
PFIX vs IGBH
Simplify Interest Rate Hedge ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Key differences
Both PFIX and IGBH are fixed income ETFs. PFIX charges 0.50% a year and IGBH 0.14%. The main difference: PFIX follows a tactical allocation strategy; IGBH uses index tracking.
- PFIX follows a tactical allocation strategy; IGBH uses index tracking.
- IGBH costs 0.36% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
- IGBH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIX | IGBH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.14% |
| Fund size (AUM) | $231M | $189M |
| Since | 2021 | 2015 |
| Dividend yield | 4.55% | 5.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | -13.2% | +9.0% |
| CAGR 3Y | +14.5% | +9.1% |
| CAGR 5Y | +16.7% | +5.5% |
| Sharpe 3Y | 0.45 | 1.07 |
| Volatility 1Y | 30.44% | 4.04% |
| Max drawdown | -36.17% | -33.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.