RFIX vs SCHD

ARFIX

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.72%RFIX · $472 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%RFIX and SCHD

RFIX

SCHD

Simplify Bond Bull ETF · $42MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

4.72%12-mo yield$472 · $300 on $10k3.00%

−18.9%Worst dropSmaller wins−6.9%

27.6%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.72%	+1.1%	+4.2%	−4.0%	new	new	−18.9%	$42M

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

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.72%	+1.1%	+4.2%	−4.0%	new	new	−18.9%	$42M

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

RFIX vs SCHD

RFIX

Simplify Bond Bull

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureRFIXSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield4.72%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−18.9%−6.9%

Volatility · 1Y27.6%11.7%

3–1measures won
SCHD first

0.0%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RFIX, SCHD, VIG, SGOV

Today

14.5%most shared, SCHD and VIG

RFIXSCHDVIGSGOV

RFIX—0.0%0.0%[…]

SCHD0.0%—14.5%[…]

VIG0.0%14.5%—[…]

SGOV[…][…][…]—

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

Income After Fees on $10,000

$422most kept, RFIX

RFIX$472 − $50 = $422

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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