Compare · 3 funds side by side · dividends reinvested

RFIX, IUSB and BND

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$10,076IUSB · best of the three

02 / 04

RFIX, IUSB and BND, 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%$50.4B1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.1

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$41M2.3

Rank among the three1st → 3rdFee, 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 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $41M[…]

RFIX

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

RFIXMeasureBND

+4.2%Year to dateJan 1 → Nov 6−0.0%

−4.0%1 yearTotal return+0.6%

[…]3 years · per year$10,000 became […] · $11,637+5.2%

[…]5 years · per year$10,000 became […] · $9,974−0.1%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

4.72%Trailing 12-mo yield$472 · $412 a year on $10k4.12%

−18.9%Worst dropSmaller is better−4.5%

27.6%VolatilityLower is calmer4.0%

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

2–4BND 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 BND: Top 5 Holdings

Today

RFIX

14.6%in top 5

BND

in top 5[…]

RFIXStockBND

14.6%SBILnot top 5

Held in common[…]

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

RFIX vs BND Returns, Every Period

SimplifyRFIX

−4.0%

past year

BNDVanguard

+0.6%

past year

RFIXBNDFaded: 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, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

RFIX0.50%$50

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

Yields: RFIX, IUSB, BND

4.72%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.72%$472

IUSB4.34%$434

BND4.12%$412

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

BND$412 − $3 = $409

KeptFee

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

Overlap: RFIX, IUSB, BND

Today

[…]holdings […]

RFIXIUSBBND

RFIX—[…][…]

IUSB[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% 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 Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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