Compare · 2 funds side by side · dividends reinvested

RFIX and JBND

RFIXSimplify×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,002JBND · best of the two

02 / 04

RFIX and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.61%−0.6%+0.0%+6.3%[…]−4.7%4.0%$9.5B1.3

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.71%+4.5%−8.4%[…][…]−18.9%27.8%$42M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: RFIX 2024 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $42M[…]

RFIX

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

RFIXMeasureJBND

+4.5%Year to dateJan 1 → Nov 3−0.6%

−8.4%1 yearTotal return+0.0%

[…]3 years · per year$10,000 became […] · $11,997+6.3%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $25 a year on $10k · lower is better0.25%

4.71%Trailing 12-mo yield$471 · $461 a year on $10k4.61%

−18.9%Worst dropSmaller is better−4.7%

27.8%VolatilityLower is calmer4.0%

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

2–4JBND wins

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

More Ways to See the Pairs

RFIX vs JBND: Top 5 Holdings

Today

RFIX

14.4%in top 5

JBND

in top 5[…]

RFIXStockJBND

14.4%SBILnot top 5

Held in common[…]

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

RFIX vs JBND Returns, Every Period

SimplifyRFIX

−8.4%

past year

JBNDJ.P. Morgan

+0.0%

past year

RFIXJBNDFaded: behind in that period

1–1Level

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

RFIX vs JBND

YTD

SimplifyRFIX

+4.5%

JBNDJ.P. Morgan

−0.6%

+4.5%Year to date−0.6%

−18.9%Worst drop · 1Y−4.7%

27.8%Volatility · 1Y4.0%

4.7%Yield4.6%

$41.7MAssets$9.5B

2–2level

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

Cost, Income and Risk

Fees: RFIX, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

RFIX0.50%$50

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

Yields: RFIX, JBND

4.71%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.71%$471

JBND4.61%$461

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

Income After Fees on $10,000

$436most kept, JBND

JBND$461 − $25 = $436

RFIX$471 − $50 = $421

KeptFee

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

Overlap: RFIX, JBND

Today

[…]holdings […]

RFIXJBND

RFIX—[…]

JBND[…]—

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

Return vs Bumpiness: 2 ETFs

+0.0%JBND, at 4.0% volatility

JBNDWorst drop−4.7%4.0% vol

RFIXWorst drop−18.9%27.8% vol

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

Paid More vs Made More

YTD

RFIXJBND

+4.5%Year to date−0.6%

4.7%Yield4.6%

−8.4%Past year+0.0%

0.50%Fee0.25%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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