Compare · 3 funds side by side · dividends reinvested

PFIX, SPYM and SPY

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

02 / 04

PFIX, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

Simplify Interest Rate Hedge ETFUnsorted0.53%6.78%+16.5%+29.4%+3.4%+24.7%−19.5%30.2%$244M2.0

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%$805B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PFIX 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PFIX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

PFIXMeasureSPYM

+16.5%Year to dateJan 1 → Nov 4+13.4%

+29.4%1 yearTotal return+13.5%

+3.4%3 years · per year$10,000 became $11,066 · $19,186+24.3%

+24.7%5 years · per year$10,000 became $30,199 · $18,126+12.6%

0.53%Expense ratio$53 · $2 a year on $10k · lower is better0.02%

6.78%Trailing 12-mo yield$678 · $101 a year on $10k1.01%

−19.5%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer12.8%

PFIXSPYM 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 SPYM: Top 5 Holdings

Today

PFIX

30.4%in top 5

SPYM

in top 527.3%

PFIXStockSPYM

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 SPYM Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PFIXSPYMFaded: 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 SPYM

YTD

SimplifyPFIX

+16.5%

SPYMSPDR

+13.4%

+16.5%Year to date+13.4%

−19.5%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y12.8%

6.8%Yield1.0%

$244MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: PFIX, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PFIX0.53%$53

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

Yields: PFIX, SPYM, SPY

6.78%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.78%$678

SPYM1.01%$101

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

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: PFIX, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PFIXSPYMSPY

PFIX—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+29.4%PFIX, at 30.2% volatility

SPYMWorst drop−8.9%12.8% vol

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

PFIXSPYM

+16.5%Year to date+13.4%

6.8%Yield1.0%

+29.4%Past year+13.5%

0.53%Fee0.02%

3–1PFIX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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