VOO vs PFIX

AVOO

BPFIX

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$30,127PFIX · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income6.79%PFIX · $679 on $10k

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

Held in common0.0%VOO and PFIX

VOO

PFIX

Vanguard S&P 500 ETF · $1.00TSimplify Interest Rate Hedge ETF · $244M

+22.1%3 years · per year$18,224 · $11,086+3.5%

+11.4%5 years · per year$17,156 · $30,127+24.7%

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.10%12-mo yield$110 · $679 on $10k6.79%

−8.9%Worst dropSmaller wins−19.5%

13.5%VolatilityLower wins30.2%

4–2VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · PFIX

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	BPFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.79%	−0.1%	+16.4%	+29.1%	+3.5%	+24.7%	−19.5%	$244M
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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	BPFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.79%	−0.1%	+16.4%	+29.1%	+3.5%	+24.7%	−19.5%	$244M
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

VOO vs PFIX

VOO

Vanguard S&P 500

$17,156

PFIX

Simplify Interest Rate Hedge

$30,127

MeasureVOOPFIX

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.10%6.79%

5 years, per year+11.4%+24.7%

3 years, per year+22.1%+3.5%

Worst drop · 1Y−8.9%−19.5%

Volatility · 1Y13.5%30.2%

4–2measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

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: VOO, PFIX, IVV

Today

93.5%most shared, VOO and IVV

VOOPFIXIVV

VOO—0.0%93.5%

PFIX0.0%—0.0%

IVV93.5%0.0%—

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

Income After Fees on $10,000

$626most kept, PFIX

PFIX$679 − $53 = $626

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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