Compare · 2 funds side by side · dividends reinvested

PFIX and VTI

PFIXSimplify×VTIVanguard×

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 VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Interest Rate Hedge ETFUnsorted0.53%6.81%+16.0%+26.4%+4.7%+24.7%−19.5%30.2%$218M1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFIX 2021 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $218M$30,150

PFIX

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

PFIXMeasureVTI

+16.0%Year to dateJan 1 → Nov 6+8.9%

+26.4%1 yearTotal return+9.9%

+4.7%3 years · per year$10,000 became $11,487 · $18,004+21.7%

+24.7%5 years · per year$10,000 became $30,149 · $16,375+10.4%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

6.81%Trailing 12-mo yield$681 · $109 a year on $10k1.09%

−19.5%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer13.7%

PFIXVTI 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 VTI: Top 5 Holdings

Today

PFIX

30.9%in top 5

VTI

in top 525.0%

PFIXStockVTI

30.9%SBILnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common0.0%

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

PFIX vs VTI Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

PFIXVTIFaded: 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 VTI

YTD

SimplifyPFIX

+16.0%

VTIVanguard

+8.9%

+16.0%Year to date+8.9%

−19.5%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y13.7%

6.8%Yield1.1%

$218MAssets$689B

2–2level

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

Cost, Income and Risk

Fees: PFIX, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

PFIX0.53%$53

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

Yields: PFIX, VTI

6.81%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.81%$681

VTI1.09%$109

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

Income After Fees on $10,000

$628most kept, PFIX

PFIX$681 − $53 = $628

VTI$109 − $3 = $106

KeptFee

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

Overlap: PFIX, VTI

Today

0.0%most shared, PFIX and VTI

PFIXVTI

PFIX—0.0%

VTI0.0%—

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

Return vs Bumpiness: 2 ETFs

+26.4%PFIX, at 30.2% volatility

VTIWorst drop−8.9%13.7% 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

PFIXVTI

+16.0%Year to date+8.9%

6.8%Yield1.1%

+26.4%Past year+9.9%

0.53%Fee0.03%

3–1PFIX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026