Compare · 2 funds side by side · dividends reinvested

VOO and PFIX

VOOVanguard×PFIXSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,199PFIX · best of the two

02 / 04

VOO and PFIX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.5

Simplify Interest Rate Hedge ETFUnsorted0.53%6.78%+16.5%+29.4%+3.4%+24.7%−19.5%30.2%$245M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VOO 2010 · PFIX 2021

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$18,115

VOO

PFIX

Simplify Interest Rate Hedge ETF · $245M$30,199

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

VOOMeasurePFIX

+13.4%Year to dateJan 1 → Nov 4+16.5%

+13.5%1 yearTotal return+29.4%

+24.2%3 years · per year$10,000 became $19,172 · $11,066+3.4%

+12.6%5 years · per year$10,000 became $18,115 · $30,199+24.7%

0.03%Expense ratio$3 · $53 a year on $10k · lower is better0.53%

1.05%Trailing 12-mo yield$105 · $678 a year on $10k6.78%

−8.9%Worst dropSmaller is better−19.5%

12.8%VolatilityLower is calmer30.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs PFIX: Top 5 Holdings

Today

VOO

28.3%in top 5

PFIX

in top 530.4%

VOOStockPFIX

not top 5SBIL30.4%

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

VOO vs PFIX Returns, Every Period

VanguardVOO

+12.6%

5 years, per year

PFIXSimplify

+24.7%

5 years, per year

VOOPFIXFaded: behind in that period

1–3PFIX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs PFIX

YTD

VanguardVOO

+13.4%

PFIXSimplify

+16.5%

+13.4%Year to date+16.5%

−8.9%Worst drop · 1Y−19.5%

12.8%Volatility · 1Y30.2%

1.1%Yield6.8%

$1.00TAssets$245M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, PFIX

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PFIX0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VOO, PFIX

6.78%highest, PFIX

FundTrailing yieldYield$10k

PFIX6.78%$678

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$625most kept, PFIX

PFIX$678 − $53 = $625

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VOO, PFIX

Today

0.0%most shared, VOO and PFIX

VOOPFIX

VOO—0.0%

PFIX0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.4%PFIX, at 30.2% volatility

VOOWorst drop−8.9%12.8% vol

PFIXWorst drop−19.5%30.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFIXVOO

+16.5%Year to date+13.4%

6.8%Yield1.1%

+29.4%Past year+13.5%

0.53%Fee0.03%

3–1PFIX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026