PFIX – Simplify Interest Rate Hedge ETF
Simplify Interest Rate Hedge ETF (PFIX) is a Global Large-Stock Value ETF, issued by SoFi, $11.1M in assets, 0.50% expense ratio.
Returns as of Oct 23, 2026: 1 week -2.0%, 1 year +8.1%.
Equally allocates between interest rate derivatives and income-producing debt. Uses swaptions, interest rate options, and Treasury futures for hedging.
Top holdings
- AVGO – Broadcom Inc, 3.9%
- JPM – JPMorgan Chase & Co, 3.9%
- XXON – Exxon Mobil Corp., 3.3%
- JNJ – Johnson & Johnson, 3.0%
- PG – Procter & Gamble Company, 2.8%
- 7203 – Toyota Motor Corp, 2.0%
- CVX – Chevron Corp, 2.0%
- BAC – Bank of America Corp, 1.7%
- NOVN – Novartis AG, 1.5%
- CSCO – Cisco Systems Inc, 1.5%
- ROG – Roche Holding AG, 1.3%
- QCOM – Qualcomm Incorporated, 1.3%
- VZ – Verizon Communications Inc, 1.3%
- HSBA – HSBC Holdings PLC, 1.3%
- CMCSA – Comcast Corp, 1.2%
- TXN – Texas Instruments Incorporated, 1.2%
- SIE – Siemens Aktiengesellschaft, 1.1%
- TTE – TotalEnergies SE ADR, 1.0%
- COP – ConocoPhillips, 1.0%
- RY – Royal Bank of Canada, 1.0%
- CBA – Commonwealth Bank of Australia, 1.0%
- BLQA – BlackRock Inc, 0.9%
- PLD – Prologis Inc, 0.9%
- 8640 – Toronto Dominion Bank, 0.9%
- MS – Morgan Stanley, 0.8%