Compare · 2 funds side by side · dividends reinvested

RFIX and IUSB

RFIXSimplify×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,138IUSB · best of the two

02 / 04

RFIX and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.3

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$41M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: RFIX 2024 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $41M[…]

RFIX

IUSB

iShares Core Universal USD Bond ETF · $50.4B$11,774

$10,000 three years ago, dividends reinvested

RFIXMeasureIUSB

+4.2%Year to dateJan 1 → Nov 6+0.1%

−4.0%1 yearTotal return+0.8%

[…]3 years · per year$10,000 became […] · $11,774+5.6%

[…]5 years · per year$10,000 became […] · $10,138+0.3%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

4.72%Trailing 12-mo yield$472 · $434 a year on $10k4.34%

−18.9%Worst dropSmaller is better−4.3%

27.6%VolatilityLower is calmer3.9%

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

2–4IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFIX vs IUSB: Top 5 Holdings

Today

RFIX

14.6%in top 5

IUSB

in top 5[…]

RFIXStockIUSB

14.6%SBILnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

RFIX vs IUSB Returns, Every Period

SimplifyRFIX

−4.0%

past year

IUSBiShares

+0.8%

past year

RFIXIUSBFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RFIX vs IUSB

YTD

SimplifyRFIX

+4.2%

IUSBiShares

+0.1%

+4.2%Year to date+0.1%

−18.9%Worst drop · 1Y−4.3%

27.6%Volatility · 1Y3.9%

4.7%Yield4.3%

$41.1MAssets$50.4B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFIX, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

RFIX0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RFIX, IUSB

4.72%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.72%$472

IUSB4.34%$434

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

RFIX$472 − $50 = $422

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RFIX, IUSB

Today

[…]holdings […]

RFIXIUSB

RFIX—[…]

IUSB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

RFIXWorst drop−18.9%27.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXIUSB

+4.2%Year to date+0.1%

4.7%Yield4.3%

−4.0%Past year+0.8%

0.50%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026