TBT vs. PFIX

In the year-to-date period, TBT achieves a 1.62% return, which is significantly lower than PFIX's 14.21% return.

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TBT has a 0.92% expense ratio, which is higher than PFIX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort 20+ Year Treasury (TBT) 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.

The current TBT Sharpe Ratio is 0.25, which is lower than the PFIX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of TBT and PFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBT's dividend yield for the trailing twelve months is around 4.31%, while PFIX has not paid dividends to shareholders.

The maximum TBT drawdown since its inception was -94.99%, which is greater than PFIX's maximum drawdown of -39.52%. Use the drawdown chart below to compare losses from any high point for TBT and PFIX. For additional features, visit the drawdowns tool.

The current volatility for ProShares UltraShort 20+ Year Treasury (TBT) is 7.54%, while Simplify Interest Rate Hedge ETF (PFIX) has a volatility of 12.10%. This indicates that TBT 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.