Simplify Interest Rate Hedge ETFPFIX
Type
ETF
Peer group
Alternative
Net assets
$186.0M
Expense ratio
0.50%
1-year return
-0.8%
3 years, a year
+12.8%
5 years, a year
+23.5%
12-month yield
6.45%
Holdings
49
What it aims to do.
Investment Objective: The Simplify Interest Rate Hedge ETF (the Fund or PFIX) seeks to hedge interest rate movements arising from rising long-term interest rates, and to benefit from market stress when fixed income volatility increases, while providing the potential for income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Simplify Exchange Traded Funds | 24.07% |
| United States Treasury Bills | 18.45% |
| United States Treasury Bills | 16.46% |
| United States Treasury Bills | 11.66% |
| United States Treasury Bills | 6.38% |
| United States Treasury Bills | 6.10% |
| JOBY Morgan Stanley & Co. International Plc | 4.61% |
| JOBY Goldman Sachs International | 3.78% |
| United States Treasury Bills | 2.14% |
| JOBY Goldman Sachs International | 2.01% |
More on PFIX.
- PFIX overview
- PFIX holdings
- PFIX risk
- PFIX costs
- PFIX money in and out
- PFIX share classes
- Compare PFIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.