Screener
PFIX vs IRVH
Simplify Interest Rate Hedge ETF vs Global X Interest Rate Volatility & Inflation Hedge ETF
Key differences
Both PFIX and IRVH are fixed income ETFs. PFIX charges 0.50% a year and IRVH 0.45%. The main difference: PFIX follows a tactical allocation strategy; IRVH uses multi strategy.
- PFIX follows a tactical allocation strategy; IRVH uses multi strategy.
- PFIX is much larger than IRVH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | IRVH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.45% |
| Fund size (AUM) | $231M | $1M |
| Since | 2021 | 2022 |
| Dividend yield | 4.55% | 5.50% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | -13.2% | -0.8% |
| CAGR 3Y | +14.5% | -0.5% |
| CAGR 5Y | +16.7% | N/A |
| Sharpe 3Y | 0.45 | -0.61 |
| Volatility 1Y | 30.44% | 4.87% |
| Max drawdown | -36.17% | -14.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.