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$30,150PFIX · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Simplify Interest Rate Hedge ETFUnsorted0.53%6.81%+16.0%+26.4%+4.7%+24.7%−19.5%30.2%$244M1.8

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

End-of-day Nov 6, 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 · $244M$30,150

PFIX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

PFIXMeasureSCHD

+16.0%Year to dateJan 1 → Nov 6+31.4%

+26.4%1 yearTotal return+37.0%

+4.7%3 years · per year$10,000 became $11,487 · $17,266+20.0%

+24.7%5 years · per year$10,000 became $30,149 · $16,267+10.2%

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

6.81%Trailing 12-mo yield$681 · $300 a year on $10k3.00%

−19.5%Worst dropSmaller is better−6.9%

30.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 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

30.9%in top 5

SCHD

in top 521.4%

PFIXStockSCHD

30.9%SBILnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PFIX vs SCHD Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PFIXSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PFIX vs SCHD

YTD

SimplifyPFIX

+16.0%

SCHDSchwab

+31.4%

+16.0%Year to date+31.4%

−19.5%Worst drop · 1Y−6.9%

30.2%Volatility · 1Y11.7%

6.8%Yield3.0%

$244MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: PFIX, SCHD

6.81%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.81%$681

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$628most kept, PFIX

PFIX$681 − $53 = $628

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

PFIXWorst drop−19.5%30.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFIXSCHD

+16.0%Year to date+31.4%

6.8%Yield3.0%

+26.4%Past year+37.0%

0.53%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026