Compare · 2 funds side by side · dividends reinvested

MTBA and VOO

MTBASimplify×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

MTBA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.08%−0.6%+0.4%[…][…]−4.6%3.7%$900M1.5

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: MTBA 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify MBS ETF · $900M[…]

MTBA

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

MTBAMeasureVOO

−0.6%Year to dateJan 1 → Nov 5+13.4%

+0.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

6.08%Trailing 12-mo yield$608 · $105 a year on $10k1.05%

−4.6%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

MTBA vs VOO: Top 5 Holdings

Today

MTBA

46.0%in top 5

VOO

in top 528.3%

MTBAStockVOO

46.0%SBILnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

MTBA vs VOO Returns, Every Period

SimplifyMTBA

+0.4%

past year

VOOVanguard

+13.5%

past year

MTBAVOOFaded: behind in that period

0–2VOO wins

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

Bonds vs Core: MTBA vs VOO

YTD

SimplifyMTBA

−0.6%

VOOVanguard

+13.4%

−0.6%Year to date+13.4%

−4.6%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y12.8%

6.1%Yield1.1%

$900MAssets$1.00T

3–1MTBA wins

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

Cost, Income and Risk

Fees: MTBA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MTBA0.28%$28

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

Yields: MTBA, VOO

6.08%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.08%$608

VOO1.05%$105

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

Income After Fees on $10,000

$580most kept, MTBA

MTBA$608 − $28 = $580

VOO$105 − $3 = $102

KeptFee

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

Overlap: MTBA, VOO

Today

0.0%most shared, MTBA and VOO

MTBAVOO

MTBA—0.0%

VOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

MTBAWorst drop−4.6%3.7% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

MTBAVOO

−0.6%Year to date+13.4%

6.1%Yield1.1%

+0.4%Past year+13.5%

0.28%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026