Compare · 2 funds side by side · dividends reinvested

IUSB and RFIX

IUSBiShares×RFIXSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,142IUSB · best of the two

02 / 04

IUSB and RFIX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B1.3

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.78%+3.1%−7.5%[…][…]−18.9%27.7%$41M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: IUSB 2014 · RFIX 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.3B$10,142

IUSB

RFIX

Simplify Bond Bull ETF · $41M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureRFIX

+0.2%Year to dateJan 1 → Nov 5+3.1%

+0.6%1 yearTotal return−7.5%

+6.0%3 years · per year$10,000 became $11,909 · […][…]

+0.3%5 years · per year$10,000 became $10,142 · […][…]

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

4.33%Trailing 12-mo yield$433 · $478 a year on $10k4.78%

−4.3%Worst dropSmaller is better−18.9%

3.9%VolatilityLower is calmer27.7%

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

4–2IUSB wins

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

More Ways to See the Pairs

IUSB vs RFIX: Top 5 Holdings

Today

IUSB

[…]in top 5

RFIX

in top 514.6%

IUSBStockRFIX

not top 5SBIL14.6%

Held in common[…]

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

IUSB vs RFIX Returns, Every Period

iSharesIUSB

+0.6%

past year

RFIXSimplify

−7.5%

past year

IUSBRFIXFaded: behind in that period

1–1Level

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

IUSB vs RFIX

YTD

iSharesIUSB

+0.2%

RFIXSimplify

+3.1%

+0.2%Year to date+3.1%

−4.3%Worst drop · 1Y−18.9%

3.9%Volatility · 1Y27.7%

4.3%Yield4.8%

$50.3BAssets$41.1M

2–2level

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

Cost, Income and Risk

Fees: IUSB, RFIX

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

RFIX0.50%$50

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

Yields: IUSB, RFIX

4.78%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.78%$478

IUSB4.33%$433

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

Income After Fees on $10,000

$428most kept, RFIX

RFIX$478 − $50 = $428

IUSB$433 − $6 = $427

KeptFee

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

Overlap: IUSB, RFIX

Today

[…]holdings […]

IUSBRFIX

IUSB—[…]

RFIX[…]—

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

Return vs Bumpiness: 2 ETFs

+0.6%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

RFIXWorst drop−18.9%27.7% vol

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

Paid More vs Made More

YTD

RFIXIUSB

+3.1%Year to date+0.2%

4.8%Yield4.3%

−7.5%Past year+0.6%

0.50%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026