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RFIX vs BBBL

Simplify Bond Bull ETF vs BondBloxx BBB Rated 10+ Year Corporate Bond ETF

RFIX

Simplify Bond Bull ETF

Annual cost

0.50%

Fund size

$54M

BBBL

BondBloxx BBB Rated 10+ Year Corporate Bond ETF

Annual cost

0.19%

Fund size

$5M

Key differences

Both RFIX and BBBL are fixed income ETFs. RFIX charges 0.50% a year and BBBL 0.19%. The main difference: RFIX follows a active selection strategy; BBBL uses index tracking.

  • RFIX follows a active selection strategy; BBBL uses index tracking.
  • RFIX covers North America; BBBL covers global markets.
  • BBBL costs 0.31% less per year.
  • RFIX is much larger than BBBL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RFIXBBBL
Annual cost (TER)0.50%0.19%
Fund size (AUM)$54M$5M
Since20242024
Dividend yield4.63%5.69%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y-13.4%+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y29.99%7.88%
Max drawdown-38.79%-9.43%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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