Compare · 2 funds side by side · dividends reinvested

PFIX and VOO

PFIXSimplify×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$29,936PFIX · best of the two

02 / 04

PFIX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Interest Rate Hedge ETFUnsorted0.53%6.66%+18.7%+32.0%+4.3%+24.5%−19.5%30.2%$245M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PFIX 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$11,188

VOO

PFIX

Simplify Interest Rate Hedge ETF · $245M$13,195

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

VOOMeasurePFIX

+11.5%Year to dateJan 1 → Nov 3+18.7%

+11.9%1 yearTotal return+32.0%

+24.1%3 years · per year$10,000 became $19,094 · $11,351+4.3%

+12.2%5 years · per year$10,000 became $17,749 · $29,936+24.5%

0.03%Expense ratio$3 · $53 a year on $10k · lower is better0.53%

1.07%Trailing 12-mo yield$107 · $666 a year on $10k6.66%

−8.9%Worst dropSmaller is better−19.5%

12.7%VolatilityLower is calmer30.2%

VOOPFIX Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs PFIX: Top 5 Holdings

Today

VOO

28.3%in top 5

PFIX

in top 530.8%

VOOStockPFIX

not top 5SBIL30.8%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VOO vs PFIX Returns, Every Period

VanguardVOO

+12.2%

5 years, per year

PFIXSimplify

+24.5%

5 years, per year

VOOPFIXFaded: behind in that period

1–3PFIX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs PFIX

YTD

VanguardVOO

+11.5%

PFIXSimplify

+18.7%

+11.5%Year to date+18.7%

−8.9%Worst drop · 1Y−19.5%

12.7%Volatility · 1Y30.2%

1.1%Yield6.7%

$1.00TAssets$245M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFIX, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PFIX0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFIX, VOO

6.66%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.66%$666

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$613most kept, PFIX

PFIX$666 − $53 = $613

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFIX, VOO

Today

0.0%most shared, PFIX and VOO

PFIXVOO

PFIX—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%PFIX, at 30.2% volatility

VOOWorst drop−8.9%12.7% vol

PFIXWorst drop−19.5%30.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFIXVOO

+18.7%Year to date+11.5%

6.7%Yield1.1%

+32.0%Past year+11.9%

0.53%Fee0.03%

3–1PFIX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026