Compare · 4 funds side by side · dividends reinvested

RFIX, VIG, SCHD and SGOV

RFIXSimplify×VIGVanguard×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

RFIX, VIG, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

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%$117B2.5

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$42M3.3

Rank among the four1st → 4thFee, 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: RFIX 2024 · VIG 2006 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $42M[…]

RFIX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

RFIXMeasureVIG

+4.2%Year to dateJan 1 → Nov 6+12.1%

−4.0%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

4.72%Trailing 12-mo yield$472 · $150 a year on $10k1.50%

−18.9%Worst dropSmaller is better−7.9%

27.6%VolatilityLower is calmer10.8%

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

1–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFIX vs VIG: Top 5 Holdings

Today

RFIX

14.6%in top 5

VIG

in top 522.1%

RFIXStockVIG

14.6%SBILnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

RFIX vs VIG Returns, Every Period

SimplifyRFIX

−4.0%

past year

VIGVanguard

+14.3%

past year

RFIXVIGFaded: behind in that period

0–2VIG wins

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

RFIX vs SGOV

YTD

SimplifyRFIX

+4.2%

SGOViShares

+3.2%

+4.2%Year to date+3.2%

−18.9%Worst drop · 1Y+0.0%

27.6%Volatility · 1Y0.2%

4.7%Yield3.6%

$41.6MAssets$117B

2–2level

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

Cost, Income and Risk

Fees: RFIX, VIG, SCHD, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

RFIX0.50%$50

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

Yields: RFIX, VIG, SCHD, SGOV

4.72%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.72%$472

SGOV3.63%$363

SCHD3.00%$300

VIG1.50%$150

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

Income After Fees on $10,000

$422most kept, RFIX

RFIX$472 − $50 = $422

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: RFIX, VIG, SCHD, SGOV

Today

14.5%most shared, VIG and SCHD

RFIXVIGSCHDSGOV

RFIX—0.0%0.0%[…]

VIG0.0%—14.5%[…]

SCHD0.0%14.5%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

RFIXWorst drop−18.9%27.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RFIXSCHD

+4.2%Year to date+31.4%

4.7%Yield3.0%

−4.0%Past year+37.0%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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