Good evening :)
$
S

Simplify Interest Rate Hedge ETF

PFIX

NYSE ARCA
$53.251.87% (+0.97)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
Loading...
1D
1W
1M
1Y
5Y
Max

US ETF

Global Large-Stock Value

Global Largecap ETF

Invests in global large-stock value segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.5%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$11.10M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

-5.99
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

12.18
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

14.31

ETF Profile

Peers

Peers

Exp. Ratio
0.6%
0.6%
PE
12.28
12.28
1Y Return
16.27%
16.27%
Exp. Ratio
0.33%
0.33%
PE
15.09
15.09
1Y Return
15.66%
15.66%
Exp. Ratio
0.5%
0.5%
PE
15.97
15.97
1Y Return
17.42%
17.42%
Exp. Ratio
0.49%
0.49%
PE
16.03
16.03
1Y Return
13.26%
13.26%
Exp. Ratio
0.4%
0.4%
PE
12.77
12.77
1Y Return
15.55%
15.55%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFGlobal Large-Stock Value
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Simplify Interest Rate Hedge ETF $11.10M0.5%14.05%
Pacer Global Cash Cows Dividend ETF$3.57B0.6%16.27%
EA Series Trust - Sequoia Global Value ETF$1.18B0.33%15.66%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

Loading...

Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Toyota Motor Corp
    Sector: Consumer Cyclical
    Holdings1.96 %
    Toyota Motor Corp

    Holdings

    1.96 %

    Consumer Cyclical
  • JPMorgan Chase & Co
    Sector: Financial Services
    Holdings3.89 %
    JPMorgan Chase & Co
    JPM

    Holdings

    3.89 %

    Financial Services
  • Broadcom Inc
    Sector: Technology
    Holdings3.85 %
    Broadcom Inc
    AVGO

    Holdings

    3.85 %

    Technology
  • Exxon Mobil Corp.
    Holdings3.18 %
    Exxon Mobil Corp.

    Holdings

    3.18 %

  • Johnson & Johnson
    Sector: Healthcare
    Holdings2.82 %
    Johnson & Johnson
    JNJ

    Holdings

    2.82 %

    Healthcare
  • Procter & Gamble Company
    Sector: Consumer Defensive
    Holdings2.82 %
    Procter & Gamble Company
    PG

    Holdings

    2.82 %

    Consumer Defensive
  • Chevron Corp
    Sector: Energy
    Holdings2.06 %
    Chevron Corp
    CVX

    Holdings

    2.06 %

    Energy
  • Bank of America Corp
    Sector: Financial Services
    Holdings1.72 %
    Bank of America Corp
    BAC

    Holdings

    1.72 %

    Financial Services
  • Novartis AG
    Sector: Healthcare
    Holdings1.56 %
    Novartis AG

    Holdings

    1.56 %

    Healthcare
  • Cisco Systems Inc
    Sector: Technology
    Holdings1.48 %
    Cisco Systems Inc
    CSCO

    Holdings

    1.48 %

    Technology

Frequently asked questions

Frequently asked questions

  1. Simplify Interest Rate Hedge ETF (PFIX) is currently trading at $53.25. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Simplify Interest Rate Hedge ETF (PFIX) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Simplify Interest Rate Hedge ETF (PFIX) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Simplify Interest Rate Hedge ETF (PFIX) is 0.5%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Simplify Interest Rate Hedge ETF (PFIX)’s top holdings currently include JPMorgan Chase & Co, Broadcom Inc, and Exxon Mobil Corp.. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Simplify Interest Rate Hedge ETF (PFIX) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Simplify Interest Rate Hedge ETF (PFIX) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Simplify Interest Rate Hedge ETF (PFIX), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Simplify Interest Rate Hedge ETF (PFIX)’s current assets under management (AUM) are $11.1M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Simplify Interest Rate Hedge ETF (PFIX)’s price-to-earnings (P/E) ratio is 12.18. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Simplify Interest Rate Hedge ETF (PFIX) with Pacer Global Cash Cows Dividend ETF (GCOW), EA Series Trust - Sequoia Global Value ETF (SFGV), and SPDR® Global Dow ETF (DGT) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Simplify Interest Rate Hedge ETF (PFIX)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

Loading...