Compare · 3 funds side by side · dividends reinvested

RFIX, VIG and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

RFIX, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

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%$117B1.9

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$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 6, 2026 · returns include dividends · since: RFIX 2024 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $42M[…]

RFIX

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

RFIXMeasureSGOV

+4.2%Year to dateJan 1 → Nov 6+3.2%

−4.0%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

4.72%Trailing 12-mo yield$472 · $363 a year on $10k3.63%

−18.9%Worst dropSmaller is better0.0%

27.6%VolatilityLower is calmer0.2%

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

2–4SGOV 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 SGOV: Top 5 Holdings

Today

RFIX

14.6%in top 5

SGOV

in top 5[…]

RFIXStockSGOV

14.6%SBILnot top 5

Held in common[…]

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

RFIX vs SGOV Returns, Every Period

SimplifyRFIX

−4.0%

past year

SGOViShares

+3.8%

past year

RFIXSGOVFaded: behind in that period

1–1Level

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, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

RFIX0.50%$50

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

Yields: RFIX, VIG, SGOV

4.72%highest, RFIX

FundTrailing yieldYield$10k

RFIX4.72%$472

SGOV3.63%$363

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

VIG$150 − $4 = $146

KeptFee

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

Overlap: RFIX, VIG, SGOV

Today

0.0%most shared, RFIX and VIG

RFIXVIGSGOV

RFIX—0.0%[…]

VIG0.0%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.8% 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

RFIXVIG

+4.2%Year to date+12.1%

4.7%Yield1.5%

−4.0%Past year+14.3%

0.50%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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