SCHD vs RFIX

ASCHD

BRFIX

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.79%RFIX · $479 on $10k

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

Held in common0.0%SCHD and RFIX

SCHD

RFIX

Schwab U.S. Dividend Equity ETF · $122BSimplify Bond Bull ETF · $42M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $50 on $10k · lower wins0.50%

2.96%12-mo yield$296 · $479 on $10k4.79%

−6.9%Worst dropSmaller wins−18.9%

11.8%VolatilityLower wins27.4%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · RFIX

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

Held in common0.0%

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BRFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.79%	−1.4%	+2.8%	−8.4%	new	new	−18.9%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BRFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.79%	−1.4%	+2.8%	−8.4%	new	new	−18.9%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs RFIX

SCHD

Schwab U.S. Dividend Equity

$16,459

RFIX

Simplify Bond Bull

[…]

MeasureSCHDRFIX

Fee0.06%0.50%

Cost on $10k a year$6$50

Yield2.96%4.79%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−18.9%

Volatility · 1Y11.8%27.4%

3–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RFIX, SCHD, BND

Today

0.0%most shared, RFIX and SCHD

RFIXSCHDBND

RFIX—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$429most kept, RFIX

RFIX$479 − $50 = $429

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee