Compare · 2 funds side by side · dividends reinvested

PFIX and SCHD

PFIXSimplify×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,199PFIX · best of the two

02 / 04

PFIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Simplify Interest Rate Hedge ETFUnsorted0.53%6.78%+16.5%+29.4%+3.4%+24.7%−19.5%30.2%$245M1.8

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: PFIX 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $245M$30,199

PFIX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

PFIXMeasureSCHD

+16.5%Year to dateJan 1 → Nov 4+35.3%

+29.4%1 yearTotal return+41.6%

+3.4%3 years · per year$10,000 became $11,066 · $17,908+21.4%

+24.7%5 years · per year$10,000 became $30,199 · $16,881+11.0%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

6.78%Trailing 12-mo yield$678 · $291 a year on $10k2.91%

−19.5%Worst dropSmaller is better−6.9%

30.2%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

PFIX vs SCHD: Top 5 Holdings

Today

PFIX

30.4%in top 5

SCHD

in top 521.6%

PFIXStockSCHD

30.4%SBILnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

PFIX vs SCHD Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PFIXSCHDFaded: behind in that period

1–3SCHD wins

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

Unsorted vs Income: PFIX vs SCHD

YTD

SimplifyPFIX

+16.5%

SCHDSchwab

+35.3%

+16.5%Year to date+35.3%

−19.5%Worst drop · 1Y−6.9%

30.2%Volatility · 1Y11.5%

6.8%Yield2.9%

$245MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PFIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFIX0.53%$53

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

Yields: PFIX, SCHD

6.78%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.78%$678

SCHD2.91%$291

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

Income After Fees on $10,000

$625most kept, PFIX

PFIX$678 − $53 = $625

SCHD$291 − $6 = $285

KeptFee

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

Overlap: PFIX, SCHD

Today

0.0%most shared, PFIX and SCHD

PFIXSCHD

PFIX—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

PFIXWorst drop−19.5%30.2% vol

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

Paid More vs Made More

YTD

PFIXSCHD

+16.5%Year to date+35.3%

6.8%Yield2.9%

+29.4%Past year+41.6%

0.53%Fee0.06%

3–1SCHD 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