PFIX vs. VOO
Compare and contrast key facts about Simplify Interest Rate Hedge ETF (PFIX) and Vanguard S&P 500 ETF (VOO).
PFIX and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFIX is an actively managed fund by Simplify. It was launched on May 10, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
PFIX vs. VOO - Performance Comparison
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PFIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PFIX Simplify Interest Rate Hedge ETF | -2.90% | 0.42% | 35.94% | 5.67% | 92.05% | -24.95% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 15.82% |
Returns By Period
In the year-to-date period, PFIX achieves a -2.90% return, which is significantly higher than VOO's -4.42% return.
PFIX
- 1D
- -3.95%
- 1M
- 11.53%
- YTD
- -2.90%
- 6M
- 2.03%
- 1Y
- 4.58%
- 3Y*
- 17.99%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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PFIX vs. VOO - Expense Ratio Comparison
PFIX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PFIX vs. VOO — Risk / Return Rank
PFIX
VOO
PFIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Interest Rate Hedge ETF (PFIX) and Vanguard S&P 500 ETF (VOO). 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.
| PFIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.98 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.50 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.53 | -1.43 |
Martin ratioReturn relative to average drawdown | 0.17 | 7.29 | -7.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.98 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between PFIX and VOO is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PFIX vs. VOO - Dividend Comparison
PFIX's dividend yield for the trailing twelve months is around 10.17%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIX Simplify Interest Rate Hedge ETF | 10.17% | 9.92% | 3.40% | 87.92% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PFIX vs. VOO - Drawdown Comparison
The maximum PFIX drawdown since its inception was -36.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PFIX and VOO.
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Drawdown Indicators
| PFIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.17% | -33.99% | -2.18% |
Max Drawdown (1Y)Largest decline over 1 year | -28.22% | -11.98% | -16.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -19.94% | -6.29% | -13.65% |
Average DrawdownAverage peak-to-trough decline | -17.07% | -3.72% | -13.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.44% | 2.52% | +14.92% |
Volatility
PFIX vs. VOO - Volatility Comparison
Simplify Interest Rate Hedge ETF (PFIX) has a higher volatility of 13.71% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that PFIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.71% | 5.29% | +8.42% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 9.44% | +10.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.00% | 18.10% | +16.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.75% | 16.82% | +21.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.75% | 17.99% | +20.76% |