PFIX vs IVV

APFIX

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$30,127PFIX · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income6.79%PFIX · $679 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%PFIX and IVV

PFIX

IVV

Simplify Interest Rate Hedge ETF · $244MiShares Core S&P 500 ETF · $850B

+3.5%3 years · per year$11,086 · $18,221+22.1%

+24.7%5 years · per year$30,127 · $17,151+11.4%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

6.79%12-mo yield$679 · $114 on $10k1.14%

−19.5%Worst dropSmaller wins−8.9%

30.2%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFIX · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk		0.53%	6.79%	−0.1%	+16.4%	+29.1%	+3.5%	+24.7%	−19.5%	$244M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk		0.53%	6.79%	−0.1%	+16.4%	+29.1%	+3.5%	+24.7%	−19.5%	$244M
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFIX vs IVV

PFIX

Simplify Interest Rate Hedge

$30,127

IVV

iShares Core S&P 500

$17,152

MeasurePFIXIVV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield6.79%1.14%

5 years, per year+24.7%+11.4%

3 years, per year+3.5%+22.1%

Worst drop · 1Y−19.5%−8.9%

Volatility · 1Y30.2%13.6%

4–2measures won
IVV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PFIX, IVV

Today

0.0%most shared, PFIX and IVV

PFIXIVV

PFIX—0.0%

IVV0.0%—

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

Income After Fees on $10,000

$626most kept, PFIX

PFIX$679 − $53 = $626

IVV$114 − $3 = $111

KeptFee

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