Compare · 3 funds side by side · dividends reinvested

RFIX, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

RFIX, SPYM and VOO, 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%$182B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.9

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.69%+4.8%−5.5%[…][…]−18.9%27.6%$41M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: RFIX 2024 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $41M[…]

RFIX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

RFIXMeasureSPYM

+4.8%Year to dateJan 1 → Nov 5+13.4%

−5.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

4.69%Trailing 12-mo yield$469 · $101 a year on $10k1.01%

−18.9%Worst dropSmaller is better−8.9%

27.6%VolatilityLower is calmer12.8%

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

1–5SPYM wins

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

More Ways to See the Pairs

RFIX vs SPYM: Top 5 Holdings

Today

RFIX

14.6%in top 5

SPYM

in top 527.7%

RFIXStockSPYM

14.6%SBILnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RFIX vs SPYM Returns, Every Period

SimplifyRFIX

−5.5%

past year

SPYMSPDR

+13.5%

past year

RFIXSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: RFIX vs VOO

YTD

SimplifyRFIX

+4.8%

VOOVanguard

+13.4%

+4.8%Year to date+13.4%

−18.9%Worst drop · 1Y−8.9%

27.6%Volatility · 1Y12.8%

4.7%Yield1.1%

$41.1MAssets$1.00T

3–1VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFIX, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

RFIX0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RFIX, SPYM, VOO

4.69%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.69%$469

VOO1.05%$105

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$419most kept, RFIX

RFIX$469 − $50 = $419

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RFIX, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

RFIXSPYMVOO

RFIX—0.0%0.0%

SPYM0.0%—93.5%

VOO0.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

RFIXWorst drop−18.9%27.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXSPYM

+4.8%Year to date+13.4%

4.7%Yield1.0%

−5.5%Past year+13.5%

0.50%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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 5, 2026