RFIX vs. ZROZ
Compare and contrast key facts about Simplify Bond Bull ETF (RFIX) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ).
RFIX and ZROZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RFIX is an actively managed fund by Simplify. It was launched on Dec 9, 2024. ZROZ is a passively managed fund by PIMCO that tracks the performance of the BofA Merrill Lynch Long Treasury Principal STRIPS Index. It was launched on Oct 30, 2009.
Performance
RFIX vs. ZROZ - Performance Comparison
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RFIX vs. ZROZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RFIX Simplify Bond Bull ETF | 12.33% | -28.43% | -12.32% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | -0.37% | -1.84% | -9.26% |
Returns By Period
In the year-to-date period, RFIX achieves a 12.33% return, which is significantly higher than ZROZ's -0.37% return.
RFIX
- 1D
- -3.21%
- 1M
- -3.42%
- YTD
- 12.33%
- 6M
- -3.00%
- 1Y
- -20.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZROZ
- 1D
- -0.61%
- 1M
- -6.35%
- YTD
- -0.37%
- 6M
- -3.49%
- 1Y
- -6.32%
- 3Y*
- -8.90%
- 5Y*
- -11.00%
- 10Y*
- -3.82%
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RFIX vs. ZROZ - Expense Ratio Comparison
RFIX has a 0.50% expense ratio, which is higher than ZROZ's 0.15% expense ratio.
Return for Risk
RFIX vs. ZROZ — Risk / Return Rank
RFIX
ZROZ
RFIX vs. ZROZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Bond Bull ETF (RFIX) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). 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.
| RFIX | ZROZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.65 | -0.33 | -0.32 |
Sortino ratioReturn per unit of downside risk | -0.79 | -0.34 | -0.45 |
Omega ratioGain probability vs. loss probability | 0.91 | 0.96 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.52 | -0.30 | -0.22 |
Martin ratioReturn relative to average drawdown | -0.79 | -0.53 | -0.26 |
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
| RFIX | ZROZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.65 | -0.33 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.46 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.74 | 0.09 | -0.83 |
Correlation
The correlation between RFIX and ZROZ is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RFIX vs. ZROZ - Dividend Comparison
RFIX's dividend yield for the trailing twelve months is around 4.67%, less than ZROZ's 4.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFIX Simplify Bond Bull ETF | 4.67% | 5.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | 4.98% | 4.96% | 4.58% | 3.52% | 2.76% | 1.60% | 1.68% | 2.22% | 2.06% | 2.53% | 3.00% | 2.98% |
Drawdowns
RFIX vs. ZROZ - Drawdown Comparison
The maximum RFIX drawdown since its inception was -38.79%, smaller than the maximum ZROZ drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for RFIX and ZROZ.
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Drawdown Indicators
| RFIX | ZROZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -62.93% | +24.14% |
Max Drawdown (1Y)Largest decline over 1 year | -36.01% | -15.63% | -20.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.93% | — |
Current DrawdownCurrent decline from peak | -29.52% | -59.65% | +30.13% |
Average DrawdownAverage peak-to-trough decline | -23.03% | -23.66% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.79% | 8.99% | +14.80% |
Volatility
RFIX vs. ZROZ - Volatility Comparison
Simplify Bond Bull ETF (RFIX) has a higher volatility of 13.53% compared to PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) at 5.79%. This indicates that RFIX's price experiences larger fluctuations and is considered to be riskier than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFIX | ZROZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.53% | 5.79% | +7.74% |
Volatility (6M)Calculated over the trailing 6-month period | 22.63% | 10.85% | +11.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.19% | 19.16% | +13.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.27% | 23.93% | +8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.27% | 22.09% | +10.18% |