RFIX vs SCHD

ARFIX

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BND $9,983

Lowest cost0.03%BND · $3 on $10k

Most income4.78%RFIX · $478 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%RFIX and SCHD

RFIX

SCHD

Simplify Bond Bull ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

4.78%12-mo yield$478 · $298 on $10k2.98%

−18.9%Worst dropSmaller wins−6.9%

27.7%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFIX · SCHD

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.78%	−1.7%	+3.1%	−7.5%	new	new	−18.9%	$41M

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.78%	−1.7%	+3.1%	−7.5%	new	new	−18.9%	$41M

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

RFIX vs SCHD

RFIX

Simplify Bond Bull

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureRFIXSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield4.78%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−18.9%−6.9%

Volatility · 1Y27.7%11.7%

3–1measures won
SCHD first

0.0%

holdings shared

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

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RFIX, SCHD, BND

Today

0.0%most shared, RFIX and SCHD

RFIXSCHDBND

RFIX—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$428most kept, RFIX

RFIX$478 − $50 = $428

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

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