PFIX vs VTI

APFIX

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$30,150PFIX · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income6.81%PFIX · $681 on $10k

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

Held in common0.0%PFIX and VTI

PFIX

VTI

Simplify Interest Rate Hedge ETF · $218MVanguard Morningstar Total Stock Market ETF · $689B

+4.7%3 years · per year$11,487 · $18,004+21.7%

+24.7%5 years · per year$30,149 · $16,375+10.4%

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

6.81%12-mo yield$681 · $109 on $10k1.09%

−19.5%Worst dropSmaller wins−8.9%

30.2%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFIX · VTI

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

Held in common0.0%

End-of-day Nov 6, 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%	6.81%	−0.3%	+16.0%	+26.4%	+4.7%	+24.7%	−19.5%	$218M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	6.81%	−0.3%	+16.0%	+26.4%	+4.7%	+24.7%	−19.5%	$218M
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFIX vs VTI

PFIX

Simplify Interest Rate Hedge

$30,150

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasurePFIXVTI

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield6.81%1.09%

5 years, per year+24.7%+10.4%

3 years, per year+4.7%+21.7%

Worst drop · 1Y−19.5%−8.9%

Volatility · 1Y30.2%13.7%

4–2measures won
VTI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PFIX, VTI

Today

0.0%most shared, PFIX and VTI

PFIXVTI

PFIX—0.0%

VTI0.0%—

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

Income After Fees on $10,000

$628most kept, PFIX

PFIX$681 − $53 = $628

VTI$109 − $3 = $106

KeptFee

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