Compare · 2 funds side by side · dividends reinvested

ICVT and RFIX

ICVTiShares×RFIXSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,052ICVT · best of the two

02 / 04

ICVT and RFIX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.57%+7.0%+2.1%+16.2%+3.8%−16.3%18.4%$7.2B1.1

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.69%+4.8%−5.5%[…][…]−18.9%27.6%$42M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ICVT 2015 · RFIX 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.2B$12,052

ICVT

RFIX

Simplify Bond Bull ETF · $42M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ICVTMeasureRFIX

+7.0%Year to dateJan 1 → Nov 4+4.8%

+2.1%1 yearTotal return−5.5%

+16.2%3 years · per year$10,000 became $15,677 · […][…]

+3.8%5 years · per year$10,000 became $12,052 · […][…]

0.20%Expense ratio$20 · $50 a year on $10k · lower is better0.50%

1.57%Trailing 12-mo yield$157 · $469 a year on $10k4.69%

−16.3%Worst dropSmaller is better−18.9%

18.4%VolatilityLower is calmer27.6%

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

5–1ICVT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ICVT vs RFIX: Top 5 Holdings

Today

ICVT

0.1%in top 5

RFIX

in top 514.6%

ICVTStockRFIX

not top 5SBIL14.6%

0.1%BKDnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ICVT vs RFIX Returns, Every Period

iSharesICVT

+2.1%

past year

RFIXSimplify

−5.5%

past year

ICVTRFIXFaded: behind in that period

2–0ICVT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ICVT vs RFIX

YTD

iSharesICVT

+7.0%

RFIXSimplify

+4.8%

+7.0%Year to date+4.8%

−16.3%Worst drop · 1Y−18.9%

18.4%Volatility · 1Y27.6%

1.6%Yield4.7%

$7.2BAssets$41.7M

3–1ICVT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, RFIX

Today

0.20%lowest, ICVT

FundExpense ratioFee$10k

ICVT0.20%$20

RFIX0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ICVT, RFIX

4.69%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.69%$469

ICVT1.57%$157

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$419most kept, RFIX

RFIX$469 − $50 = $419

ICVT$157 − $20 = $137

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ICVT, RFIX

Today

0.0%most shared, ICVT and RFIX

ICVTRFIX

ICVT—0.0%

RFIX0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.1%ICVT, at 18.4% volatility

ICVTWorst drop−16.3%18.4% vol

RFIXWorst drop−18.9%27.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXICVT

+4.8%Year to date+7.0%

4.7%Yield1.6%

−5.5%Past year+2.1%

0.50%Fee0.20%

3–1ICVT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026