PFE vs. PFIX
PFE (Pfizer Inc.) is a stock, while PFIX (Simplify Interest Rate Hedge ETF) is Hedge Fund fund actively managed by Simplify. Over the past 5 years, PFE returned -3.35%/yr vs 17.43%/yr for PFIX. At a correlation of -0.11, they often move in opposite directions.
Performance
PFE vs. PFIX - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 8.79% return, which is significantly higher than PFIX's -3.92% return.
PFE
- 1D
- 0.15%
- 1M
- 3.47%
- YTD
- 8.79%
- 6M
- 4.79%
- 1Y
- 14.27%
- 3Y*
- -7.78%
- 5Y*
- -3.35%
- 10Y*
- 2.11%
PFIX
- 1D
- -1.32%
- 1M
- -9.30%
- YTD
- -3.92%
- 6M
- -5.54%
- 1Y
- -12.06%
- 3Y*
- 15.02%
- 5Y*
- 17.43%
- 10Y*
- —
PFE vs. PFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 8.79% | 0.65% | -2.22% | -41.26% | -10.41% | 50.80% |
PFIX Simplify Interest Rate Hedge ETF | -3.92% | 0.42% | 35.94% | 5.67% | 92.05% | -24.98% |
Correlation
The correlation between PFE and PFIX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.11 |
Correlation (All Time) Calculated using the full available price history since May 11, 2021 | -0.11 |
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Return for Risk
PFE vs. PFIX — Risk / Return Rank
PFE
PFIX
PFE vs. PFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and Simplify Interest Rate Hedge ETF (PFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFE | PFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.97 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.40 | +1.53 |
| Martin ratioReturn relative to average drawdown | 2.27 | -0.62 | +2.89 |
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Drawdowns
PFE vs. PFIX - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, which is greater than PFIX's maximum drawdown of -36.17%. Use the drawdown chart below to compare losses from any high point for PFE and PFIX.
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Drawdown Indicators
| PFE | PFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -36.17% | -33.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -25.64% | +14.17% |
Max Drawdown (3Y)Largest decline over 3 years | -40.43% | -36.17% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -36.17% | -22.79% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | — | — |
Current DrawdownCurrent decline from peak | -45.68% | -20.78% | -24.90% |
Average DrawdownAverage peak-to-trough decline | -22.90% | -17.13% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 16.52% | -10.82% |
Volatility
PFE vs. PFIX - Volatility Comparison
The current volatility for Pfizer Inc. (PFE) is 5.07%, while Simplify Interest Rate Hedge ETF (PFIX) has a volatility of 8.38%. This indicates that PFE experiences smaller price fluctuations and is considered to be less risky than PFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFE | PFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 8.38% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 21.22% | -6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 30.44% | -6.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 38.52% | -13.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 38.29% | -14.40% |
Dividends
PFE vs. PFIX - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.56%, less than PFIX's 10.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.56% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
PFIX Simplify Interest Rate Hedge ETF | 10.11% | 9.92% | 3.40% | 87.92% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PFE and PFIX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFIX has higher volatility (8.38%) compared to PFE (5.07%). In terms of maximum drawdown, PFE dropped -69.24% vs PFIX's -36.17%.
PFE currently has the higher Sharpe Ratio (0.54 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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