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RFIX vs SCYB

Simplify Bond Bull ETF vs Schwab High Yield Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

SCYB

Schwab High Yield Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$2.5B

Key differences

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

Side-by-side comparison

RFIXSCYB
Annual cost (TER)0.50%0.03%
Fund size (AUM)$56M$2.5B
Since20242023
Dividend yield4.61%6.97%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-12.8%+8.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y30.02%3.80%
Max drawdown-38.79%-4.92%

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

Similar to RFIX and SCYB