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RFIX vs FMCX

Simplify Bond Bull ETF vs FM Focus Equity ETF

RFIX

Simplify Bond Bull ETF

Annual cost

0.50%

Fund size

$54M

FMCX

FM Focus Equity ETF

Annual cost

0.71%

Fund size

$118M

Key differences

RFIX is a fixed income ETF, while FMCX is an equity ETF. RFIX charges 0.50% a year and FMCX 0.71%.

  • RFIX is a fixed income fund, while FMCX is an equity fund. They carry different risk/return profiles.
  • RFIX costs 0.21% less per year.

Side-by-side comparison

RFIXFMCX
Annual cost (TER)0.50%0.71%
Fund size (AUM)$54M$118M
Since20242022
Dividend yield4.63%0.33%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-13.4%+14.1%
CAGR 3YN/A+15.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y29.99%13.13%
Max drawdown-38.79%-17.70%

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

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