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RFIX vs ILTB

Simplify Bond Bull ETF vs iShares Core 10+ Year USD Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.44% less per year.
  • ILTB is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • RFIX follows a active selection strategy; ILTB uses index tracking.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFIXILTB
Annual cost (TER)0.50%0.06%
Fund size (AUM)$56M$588M
Since20242009
Dividend yield4.61%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-12.8%+8.2%
CAGR 3YN/A+2.5%
CAGR 5YN/A-2.7%
Sharpe 3YN/A-0.04
Volatility 1Y30.02%8.07%
Max drawdown-38.79%-36.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RFIX and ILTB