Compare · 3 funds side by side · dividends reinvested

HIGH, CDX and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

HIGH, CDX and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.4

Simplify High Yield ETFBonds & Cash · High yield0.50%8.36%−5.0%−5.2%+5.9%[…]−5.9%6.3%$302M1.9

Simplify Enhanced Income ETFIncome · Dividend stocks0.61%6.40%−3.8%−5.6%+1.0%[…]−6.9%7.8%$55M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HIGH 2022 · CDX 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Enhanced Income ETF · $55M[…]

HIGH

CDX

Simplify High Yield ETF · $302M[…]

$10,000 five years ago, dividends reinvested · they hold 73.7% in common

HIGHMeasureCDX

−3.8%Year to dateJan 1 → Nov 5−5.0%

−5.6%1 yearTotal return−5.2%

+1.0%3 years · per year$10,000 became $10,292 · $11,865+5.9%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $50 a year on $10k · lower is better0.50%

6.40%Trailing 12-mo yield$640 · $836 a year on $10k8.36%

−6.9%Worst dropSmaller is better−5.9%

7.8%VolatilityLower is calmer6.3%

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

1–6CDX wins

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

More Ways to See the Pairs

HIGH vs CDX: Top 5 Holdings

Today

HIGH

86.4%in top 5

CDX

in top 575.0%

HIGHStockCDX

86.4%SBIL73.7%

not top 5ACN0.4%

not top 5GEHC0.3%

not top 5NXT0.3%

not top 5TYL0.3%

Held in common73.7%

End-of-day Nov 5, 2026 · share of each fund

HIGH vs CDX Returns, Every Period

SimplifyHIGH

−5.6%

past year

CDXSimplify

−5.2%

past year

HIGHCDXFaded: behind in that period

1–2CDX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: HIGH vs CDX

YTD

SimplifyHIGH

−3.8%

CDXSimplify

−5.0%

−3.8%Year to date−5.0%

−6.9%Worst drop · 1Y−5.9%

7.8%Volatility · 1Y6.3%

6.4%Yield8.4%

$54.8MAssets$302M

3–1CDX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HIGH, CDX, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CDX0.50%$50

HIGH0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HIGH, CDX, SGOV

8.36%highest, CDX

FundTrailing yieldYield$10k

CDX8.36%$836

HIGH6.40%$640

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$786most kept, CDX

CDX$836 − $50 = $786

HIGH$640 − $61 = $579

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HIGH, CDX, SGOV

Today

73.7%most shared, HIGH and CDX

HIGHCDXSGOV

HIGH—73.7%[…]

CDX73.7%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CDXWorst drop−5.9%6.3% vol

HIGHWorst drop−6.9%7.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CDXSGOV

−5.0%Year to date+3.1%

8.4%Yield3.6%

−5.2%Past year+3.7%

0.50%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026