PFIX vs SCHD

APFIX

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$30,199PFIX · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income6.78%PFIX · $678 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PFIX and SCHD

PFIX

SCHD

Simplify Interest Rate Hedge ETF · $244MSchwab U.S. Dividend Equity ETF · $123B

+3.4%3 years · per year$11,066 · $17,908+21.4%

+24.7%5 years · per year$30,199 · $16,881+11.0%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

6.78%12-mo yield$678 · $291 on $10k2.91%

−19.5%Worst dropSmaller wins−6.9%

30.2%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFIX · SCHD

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.78%	−1.8%	+16.5%	+29.4%	+3.4%	+24.7%	−19.5%	$244M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.78%	−1.8%	+16.5%	+29.4%	+3.4%	+24.7%	−19.5%	$244M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFIX vs SCHD

PFIX

Simplify Interest Rate Hedge

$30,199

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePFIXSCHD

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield6.78%2.91%

5 years, per year+24.7%+11.0%

3 years, per year+3.4%+21.4%

Worst drop · 1Y−19.5%−6.9%

Volatility · 1Y30.2%11.5%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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 4, 2026

Overlap: PFIX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PFIXSCHDVIG

PFIX—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

Income After Fees on $10,000

$625most kept, PFIX

PFIX$678 − $53 = $625

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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