RFIX vs FLOT

ARFIX

BFLOT

Measures won1–3FLOT wins · of 6 · 5Y

$10,000 · 5Y$12,466FLOT

Lowest cost0.15%FLOT · $15 on $10k

Most income4.69%RFIX · $469 on $10k

Smallest drop−0.4%FLOT · worst fall in 1Y

Held in common[…]RFIX and FLOT

RFIX

FLOT

Simplify Bond Bull ETF · $41MiShares Floating Rate Bond ETF · $11.6B

[…]3 years · per year[…] · $11,689+5.3%

[…]5 years · per year[…] · $12,466+4.5%

0.50%Expense ratio$50 · $15 on $10k · lower wins0.15%

4.69%12-mo yield$469 · $425 on $10k4.25%

−18.9%Worst dropSmaller wins−0.4%

27.6%VolatilityLower wins0.7%

1–3FLOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFIX · FLOT

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.4%	+5.3%	+4.5%	−0.4%	$11.6B
2	ARFIX	Simplify Bond Bull ETFRead Desk		0.50%	4.69%	+0.3%	+4.8%	−5.5%	new	new	−18.9%	$41M

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

Both

5Y2 funds

#			Trend
1	BFLOT	iShares Floating Rate Bond ETFRead Desk		0.15%	4.25%	0.0%	+3.5%	+4.4%	+5.3%	+4.5%	−0.4%	$11.6B
2	ARFIX	Simplify Bond Bull ETFRead Desk		0.50%	4.69%	+0.3%	+4.8%	−5.5%	new	new	−18.9%	$41M

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

RFIX vs FLOT

RFIX

Simplify Bond Bull

[…]

FLOT

iShares Floating Rate Bond

$12,466

MeasureRFIXFLOT

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield4.69%4.25%

5 years, per year[…]+4.5%

3 years, per year[…]+5.3%

Worst drop · 1Y−18.9%−0.4%

Volatility · 1Y27.6%0.7%

3–1measures won
FLOT first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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: RFIX, FLOT

Today

[…]holdings […]

RFIXFLOT

RFIX—[…]

FLOT[…]—

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

Income After Fees on $10,000

$419most kept, RFIX

RFIX$469 − $50 = $419

FLOT$425 − $15 = $410

KeptFee

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