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RFIX vs SPLB

Simplify Bond Bull ETF vs State Street SPDR Portfolio Long Term Corporate Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$1.3B

Key differences

  • SPLB costs 0.46% less per year.
  • SPLB is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • RFIX follows a active selection strategy; SPLB uses index tracking.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFIXSPLB
Annual cost (TER)0.50%0.04%
Fund size (AUM)$56M$1.3B
Since20242009
Dividend yield4.61%5.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-12.8%+9.1%
CAGR 3YN/A+4.7%
CAGR 5YN/A-1.5%
Sharpe 3YN/A0.15
Volatility 1Y30.02%8.24%
Max drawdown-38.79%-34.46%

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

Similar to RFIX and SPLB