Screener
PFIX vs IVOL
Simplify Interest Rate Hedge ETF vs Quadratic Interest Rate Volatility and Inflation Hedge ETF New
Key differences
Both PFIX and IVOL are fixed income ETFs. PFIX charges 0.50% a year and IVOL 0.98%. The main difference: PFIX follows a tactical allocation strategy; IVOL uses multi strategy.
- PFIX follows a tactical allocation strategy; IVOL uses multi strategy.
- PFIX costs 0.48% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | IVOL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.98% |
| Fund size (AUM) | $231M | $314M |
| Since | 2021 | 2019 |
| Dividend yield | 4.55% | 3.86% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | -13.2% | -4.4% |
| CAGR 3Y | +14.5% | -3.1% |
| CAGR 5Y | +16.7% | -5.8% |
| Sharpe 3Y | 0.45 | -0.60 |
| Volatility 1Y | 30.44% | 6.74% |
| Max drawdown | -36.17% | -31.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.