Compare · 2 funds side by side · dividends reinvested

PFIX and SPY

PFIXSimplify×SPYSPDR×

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 SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Interest Rate Hedge ETFUnsorted0.53%6.78%+16.5%+29.4%+3.4%+24.7%−19.5%30.2%$244M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFIX 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $244M$30,199

PFIX

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

PFIXMeasureSPY

+16.5%Year to dateJan 1 → Nov 4+13.3%

+29.4%1 yearTotal return+13.4%

+3.4%3 years · per year$10,000 became $11,066 · $19,132+24.1%

+24.7%5 years · per year$10,000 became $30,199 · $18,060+12.6%

0.53%Expense ratio$53 · $9 a year on $10k · lower is better0.09%

6.78%Trailing 12-mo yield$678 · $99 a year on $10k0.99%

−19.5%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer12.9%

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

4–4Level

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 SPY: Top 5 Holdings

Today

PFIX

30.4%in top 5

SPY

in top 527.3%

PFIXStockSPY

30.4%SBILnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

PFIX vs SPY Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PFIXSPYFaded: behind in that period

3–1PFIX wins

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

Unsorted vs Core: PFIX vs SPY

YTD

SimplifyPFIX

+16.5%

SPYSPDR

+13.3%

+16.5%Year to date+13.3%

−19.5%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y12.9%

6.8%Yield1.0%

$244MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: PFIX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PFIX0.53%$53

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

Yields: PFIX, SPY

6.78%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.78%$678

SPY0.99%$99

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

Income After Fees on $10,000

$625most kept, PFIX

PFIX$678 − $53 = $625

SPY$99 − $9 = $90

KeptFee

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

Overlap: PFIX, SPY

Today

0.0%most shared, PFIX and SPY

PFIXSPY

PFIX—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+29.4%PFIX, at 30.2% volatility

SPYWorst drop−8.9%12.9% 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

PFIXSPY

+16.5%Year to date+13.3%

6.8%Yield1.0%

+29.4%Past year+13.4%

0.53%Fee0.09%

3–1PFIX wins

End-of-day Nov 4, 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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026