Compare · 2 funds side by side · dividends reinvested

RFIX and BOND

RFIXSimplify×BONDPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,108BOND · best of the two

02 / 04

RFIX and BOND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.34%−0.6%−0.1%+6.4%+0.2%−5.5%4.5%$9.1B1.3

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.71%+4.5%−8.4%[…][…]−18.9%27.8%$42M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: RFIX 2024 · BOND 2012

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,108

BOND

RFIX

Simplify Bond Bull ETF · $42M[…]

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

BONDMeasureRFIX

−0.6%Year to dateJan 1 → Nov 3+4.5%

−0.1%1 yearTotal return−8.4%

+6.4%3 years · per year$10,000 became $12,042 · […][…]

+0.2%5 years · per year$10,000 became $10,108 · […][…]

0.53%Expense ratio$53 · $50 a year on $10k · lower is better0.50%

5.34%Trailing 12-mo yield$534 · $471 a year on $10k4.71%

−5.5%Worst dropSmaller is better−18.9%

4.5%VolatilityLower is calmer27.8%

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

4–2BOND wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOND vs RFIX: Top 5 Holdings

Today

BOND

4.2%in top 5

RFIX

in top 514.4%

BONDStockRFIX

not top 5SBIL14.4%

3.8%PMBSnot top 5

0.2%PRFDnot top 5

0.2%LONZnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BOND vs RFIX Returns, Every Period

PIMCOBOND

−0.1%

past year

RFIXSimplify

−8.4%

past year

BONDRFIXFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BOND vs RFIX

YTD

PIMCOBOND

−0.6%

RFIXSimplify

+4.5%

−0.6%Year to date+4.5%

−5.5%Worst drop · 1Y−18.9%

4.5%Volatility · 1Y27.8%

5.3%Yield4.7%

$9.1BAssets$41.7M

3–1BOND wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFIX, BOND

Today

0.50%lowest, RFIX

FundExpense ratioFee$10k

RFIX0.50%$50

BOND0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RFIX, BOND

5.34%highest, BOND

FundTrailing yieldYield$10k

BOND5.34%$534

RFIX4.71%$471

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$481most kept, BOND

BOND$534 − $53 = $481

RFIX$471 − $50 = $421

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RFIX, BOND

Today

0.0%most shared, RFIX and BOND

RFIXBOND

RFIX—0.0%

BOND0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%BOND, at 4.5% volatility

BONDWorst drop−5.5%4.5% vol

RFIXWorst drop−18.9%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BONDRFIX

−0.6%Year to date+4.5%

5.3%Yield4.7%

−0.1%Past year−8.4%

0.53%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026