Skip to content
Beacon
Screener

RFIX vs SCMB

Simplify Bond Bull ETF vs Schwab Municipal Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

SCMB

Schwab Municipal Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$3.7B

Key differences

  • SCMB costs 0.47% less per year.
  • SCMB is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • RFIX follows a active selection strategy; SCMB uses index tracking.

Side-by-side comparison

RFIXSCMB
Annual cost (TER)0.50%0.03%
Fund size (AUM)$56M$3.7B
Since20242022
Dividend yield4.61%3.41%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-12.8%+5.7%
CAGR 3YN/A+2.8%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.17
Volatility 1Y30.02%2.92%
Max drawdown-38.79%-6.13%

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

Similar to RFIX and SCMB