Screener
RFIX vs VTES
Simplify Bond Bull ETF vs Vanguard Short-Term Tax-Exempt Bond ETF Shares
Key differences
Both RFIX and VTES are fixed income ETFs. RFIX charges 0.50% a year and VTES 0.05%. The main difference: RFIX follows a active selection strategy; VTES uses index tracking.
- RFIX follows a active selection strategy; VTES uses index tracking.
- VTES costs 0.45% less per year.
- VTES is much larger than RFIX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RFIX | VTES | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.05% |
| Fund size (AUM) | $54M | $2.0B |
| Since | 2024 | 2023 |
| Dividend yield | 4.63% | 2.76% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -13.4% | +3.4% |
| CAGR 3Y | N/A | +3.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | -0.24 |
| Volatility 1Y | 29.99% | 1.24% |
| Max drawdown | -38.79% | -2.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.