Compare · 3 funds side by side · dividends reinvested

RFIX, SGOV and IUSB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

RFIX, SGOV and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B1.9

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.79%+2.8%−8.4%[…][…]−18.9%27.4%$42M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: RFIX 2024 · SGOV 2020 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

RFIX

Simplify Bond Bull ETF · $42M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureRFIX

+0.1%Year to dateJan 1 → Nov 9+2.8%

+0.5%1 yearTotal return−8.4%

+5.4%3 years · per year$10,000 became $11,705 · […][…]

+0.3%5 years · per year$10,000 became $10,151 · […][…]

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

4.33%Trailing 12-mo yield$433 · $479 a year on $10k4.79%

−4.3%Worst dropSmaller is better−18.9%

3.9%VolatilityLower is calmer27.4%

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

4–2IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSB vs RFIX: Top 5 Holdings

Today

IUSB

[…]in top 5

RFIX

in top 514.5%

IUSBStockRFIX

not top 5SBIL14.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IUSB vs RFIX Returns, Every Period

iSharesIUSB

+0.5%

past year

RFIXSimplify

−8.4%

past year

IUSBRFIXFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IUSB vs RFIX

YTD

iSharesIUSB

+0.1%

RFIXSimplify

+2.8%

+0.1%Year to date+2.8%

−4.3%Worst drop · 1Y−18.9%

3.9%Volatility · 1Y27.4%

4.3%Yield4.8%

$50.5BAssets$41.6M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFIX, SGOV, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

RFIX0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RFIX, SGOV, IUSB

4.79%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.79%$479

IUSB4.33%$433

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$429most kept, RFIX

RFIX$479 − $50 = $429

IUSB$433 − $6 = $427

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RFIX, SGOV, IUSB

Today

[…]holdings […]

RFIXSGOVIUSB

RFIX—[…][…]

SGOV[…]—[…]

IUSB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

RFIXWorst drop−18.9%27.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXSGOV

+2.8%Year to date+3.2%

4.8%Yield3.6%

−8.4%Past year+3.8%

0.50%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026