Compare · 2 funds side by side · dividends reinvested

PFIX and VYM

PFIXSimplify×VYMVanguard×

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 VYM, 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%$227M1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $227M$30,150

PFIX

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

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

PFIXMeasureVYM

+16.0%Year to dateJan 1 → Nov 6+12.8%

+26.4%1 yearTotal return+16.5%

+4.7%3 years · per year$10,000 became $11,487 · $17,107+19.6%

+24.7%5 years · per year$10,000 became $30,149 · $16,941+11.1%

0.53%Expense ratio$53 · $4 a year on $10k · lower is better0.04%

6.81%Trailing 12-mo yield$681 · $231 a year on $10k2.31%

−19.5%Worst dropSmaller is better−6.7%

30.2%VolatilityLower is calmer10.6%

PFIXVYM 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 VYM: Top 5 Holdings

Today

PFIX

30.9%in top 5

VYM

in top 518.2%

PFIXStockVYM

30.9%SBILnot top 5

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

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

PFIX vs VYM Returns, Every Period

SimplifyPFIX

+24.7%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

PFIXVYMFaded: behind in that period

3–1PFIX wins

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

Unsorted vs Income: PFIX vs VYM

YTD

SimplifyPFIX

+16.0%

VYMVanguard

+12.8%

+16.0%Year to date+12.8%

−19.5%Worst drop · 1Y−6.7%

30.2%Volatility · 1Y10.6%

6.8%Yield2.3%

$227MAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: PFIX, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PFIX0.53%$53

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

Yields: PFIX, VYM

6.81%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.81%$681

VYM2.31%$231

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

Income After Fees on $10,000

$628most kept, PFIX

PFIX$681 − $53 = $628

VYM$231 − $4 = $227

KeptFee

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

Overlap: PFIX, VYM

Today

0.0%most shared, PFIX and VYM

PFIXVYM

PFIX—0.0%

VYM0.0%—

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

VYMWorst drop−6.7%10.6% 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

PFIXVYM

+16.0%Year to date+12.8%

6.8%Yield2.3%

+26.4%Past year+16.5%

0.53%Fee0.04%

3–1PFIX 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