Compare · 2 funds side by side · dividends reinvested

ICVT and RFIX

ICVTiShares×RFIXSimplify×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,670ICVT · best of the two

Story of the two · IncomeMost incomeRFIX · 4.76% · $476 a year on $10k

Story of the two · RiskSmallest drop

ICVT and RFIX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.60%+5.4%+2.4%+14.6%+3.1%−18.6%18.7%$6.8B1.1

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.76%+3.4%−8.2%[…][…]−18.9%27.4%$41M1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: ICVT 2015 · RFIX 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Bond Bull ETF · $41M[…]

RFIX

ICVT

iShares Convertible Bond ETF · $6.8B$11,670

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

RFIXMeasureICVT

+3.4%

More Ways to See the Pairs

RFIX vs ICVT: Top 5 Holdings

Today

RFIX

14.6%in top 5

ICVT

in top 50.1%

RFIXStockICVT

14.6%SBILnot top 5

not top 5BKD0.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

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 10, 2026 · fee on $10,000 a year

Yields: ICVT, RFIX

1Y

4.76%highest, RFIX

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+5.4%

−8.2%1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $15,037+14.6%

[…]5 years · per year$10,000 became […] · $11,670+3.1%

0.50%Expense ratio$50 · $20 a year on $10k · lower is better0.20%

4.76%Trailing 12-mo yield$476 · $160 a year on $10k1.60%

−18.9%Worst dropSmaller is better−18.6%

27.4%VolatilityLower is calmer18.7%

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

1–5ICVT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

RFIX vs ICVT Returns, Every Period

1Y

SimplifyRFIX

−8.2%

past year

ICVTiShares

+2.4%

past year

RFIXICVTFaded: behind in that period

0–2ICVT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

RFIX vs ICVT

YTD

SimplifyRFIX

+3.4%

ICVTiShares

+5.4%

+3.4%Year to date+5.4%

−18.9%Worst drop · 1Y−18.6%

27.4%Volatility · 1Y18.7%

4.8%Yield1.6%

$41.3MAssets$6.8B

3–1ICVT wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

RFIX4.76%$476

ICVT1.60%$160

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$426most kept, RFIX

RFIX$476 − $50 = $426

ICVT$160 − $20 = $140

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.4%ICVT, at 18.7% volatility

ICVTWorst drop−18.6%18.7% vol

RFIXWorst drop−18.9%27.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXICVT

+3.4%Year to date+5.4%

4.8%Yield1.6%

−8.2%Past year+2.4%

0.50%Fee0.20%

3–1ICVT wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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ICVT and RFIX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two