Skip to content
Beacon
Screener

RFIX vs SPAB

Simplify Bond Bull ETF vs State Street SPDR Portfolio Aggregate Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

SPAB

State Street SPDR Portfolio Aggregate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$9.7B

Key differences

  • SPAB costs 0.47% less per year.
  • SPAB is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • RFIX follows a active selection strategy; SPAB uses index tracking.
  • SPAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFIXSPAB
Annual cost (TER)0.50%0.03%
Fund size (AUM)$56M$9.7B
Since20242007
Dividend yield4.61%4.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-12.8%+5.7%
CAGR 3YN/A+3.9%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.08
Volatility 1Y30.02%3.81%
Max drawdown-38.79%-18.56%

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

Similar to RFIX and SPAB