RFIX vs VOO
Simplify Bond Bull ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | RFIX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $47M | $979.0B | |
| Dividend Yield | 4.31% | 1.09% | |
| Holdings | 12 | 509 | |
| YTD Return | +2.40% | +13.79% | |
| 1Y Return | -12.38% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 20.9% | 14.1% | |
| Max Drawdown | -38.8% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 9, 2024 | Sep 7, 2010 |
RFIX vs VOO Performance
Simplify Bond Bull ETF (RFIX) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RFIX returned -12.38% while VOO returned +23.01%. Year to date, RFIX is up 2.40% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
RFIX has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -38.8% for RFIX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RFIX charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, RFIX currently yields 4.31% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, RFIX or VOO?
RFIX has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, RFIX or VOO?
Over the past year RFIX returned -12.38% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), RFIX annualized -22.44% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, RFIX or VOO?
RFIX has been the more volatile fund at 20.9% annualized versus 14.1% for VOO. Worst drawdown: RFIX -38.8% vs VOO -34.3%.
Should I hold both RFIX and VOO?
RFIX and VOO have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, RFIX or VOO?
RFIX yields 4.31% while VOO yields 1.09%, so RFIX currently pays the higher dividend yield.
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