Compare · 3 funds side by side · dividends reinvested

PFIX, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$30,150PFIX · best of the three

02 / 04

PFIX, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

Simplify Interest Rate Hedge ETFUnsorted0.53%6.81%+16.0%+26.4%+4.7%+24.7%−19.5%30.2%$244M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, 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 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $244M$30,150

PFIX

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

PFIXMeasureSPY

+16.0%Year to dateJan 1 → Nov 6+8.7%

+26.4%1 yearTotal return+9.7%

+4.7%3 years · per year$10,000 became $11,487 · $18,039+21.7%

+24.7%5 years · per year$10,000 became $30,149 · $17,118+11.3%

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

6.81%Trailing 12-mo yield$681 · $103 a year on $10k1.03%

−19.5%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer13.6%

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

4–4Level

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 SPY: Top 5 Holdings

Today

PFIX

30.9%in top 5

SPY

in top 527.8%

PFIXStockSPY

30.9%SBILnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

PFIX vs SPY Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PFIXSPYFaded: behind in that period

3–1PFIX wins

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

Unsorted vs Core: PFIX vs VOO

YTD

SimplifyPFIX

+16.0%

VOOVanguard

+8.7%

+16.0%Year to date+8.7%

−19.5%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y13.5%

6.8%Yield1.1%

$244MAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFIX, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

PFIX0.53%$53

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

Yields: PFIX, SPY, VOO

6.81%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.81%$681

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$628most kept, PFIX

PFIX$681 − $53 = $628

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFIX, SPY, VOO

Today

92.2%most shared, SPY and VOO

PFIXSPYVOO

PFIX—0.0%0.0%

SPY0.0%—92.2%

VOO0.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+26.4%PFIX, at 30.2% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% 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

PFIXVOO

+16.0%Year to date+8.7%

6.8%Yield1.1%

+26.4%Past year+9.8%

0.53%Fee0.03%

3–1PFIX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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