VYM vs. PFIX ETF Comparison

Comparison of Vanguard High Dividend Yield ETF - DNQ (VYM) to Simplify Interest Rate Hedge ETF (PFIX)
VYM

Vanguard High Dividend Yield ETF - DNQ

VYM Description

The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The fund employs an indexing investment approach designed to track the performance of the FTSE® High Dividend Yield Index, which consists of common stocks of companies that pay dividends that generally are higher than average. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$133.62

Average Daily Volume

791,255

Number of Holdings *

529

* may have additional holdings in another (foreign) market
PFIX

Simplify Interest Rate Hedge ETF

PFIX Description The investment seeks to track the performance, before fees and expenses, of the SoFi Sustainable Dividend Index. The index follows a rules-based methodology that tracks the performance of the equity securities of publicly-traded, large- and mid-capitalization U.S. and non-U.S. companies in developed markets that are selected based on a set of dividend filters focused on dividend sustainability. The adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The fund will invest at least 80% its net assets in dividend paying securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$50.22

Average Daily Volume

80,893

Number of Holdings *

108

* may have additional holdings in another (foreign) market
Performance
Period VYM PFIX
30 Days 3.01% 1.63%
60 Days 4.74% 26.27%
90 Days 6.95% 22.86%
12 Months 30.40% 7.42%
91 Overlapping Holdings
Symbol Grade Weight in VYM Weight in PFIX Overlap
ADM D 0.15% 0.22% 0.15%
ADP B 0.67% 0.79% 0.67%
AEE A 0.13% 0.14% 0.13%
AEP D 0.3% 0.31% 0.3%
AIG B 0.28% 0.34% 0.28%
APD A 0.39% 0.37% 0.37%
ATO A 0.12% 0.11% 0.11%
AVGO D 4.38% 3.86% 3.86%
BAC A 1.61% 1.73% 1.61%
BBY D 0.11% 0.1% 0.1%
BK A 0.32% 0.29% 0.29%
BLK C 0.82% 0.87% 0.82%
C A 0.7% 0.77% 0.7%
CAG D 0.08% 0.09% 0.08%
CCEP C 0.09% 0.1% 0.09%
CHRW C 0.07% 0.06% 0.06%
CINF A 0.12% 0.11% 0.11%
CMCSA B 0.95% 1.29% 0.95%
CMI A 0.25% 0.28% 0.25%
CMS C 0.12% 0.12% 0.12%
COP C 0.73% 1.01% 0.73%
CPB D 0.05% 0.06% 0.05%
CSCO B 1.26% 1.48% 1.26%
CVS D 0.4% 0.76% 0.4%
CVX A 1.41% 2.06% 1.41%
DFS B 0.21% 0.22% 0.21%
DRI B 0.11% 0.14% 0.11%
DTE C 0.15% 0.17% 0.15%
EG C 0.09% 0.09% 0.09%
EIX B 0.18% 0.19% 0.18%
ES D 0.13% 0.15% 0.13%
ETN A 0.75% 0.82% 0.75%
ETR B 0.19% 0.14% 0.14%
EVRG A 0.08% 0.07% 0.07%
EXC C 0.22% 0.27% 0.22%
FANG D 0.19% 0.23% 0.19%
FITB A 0.17% 0.16% 0.16%
FNF B 0.09% 0.1% 0.09%
GD F 0.45% 0.46% 0.45%
GILD C 0.63% 0.66% 0.63%
GIS D 0.22% 0.28% 0.22%
GPC D 0.09% 0.14% 0.09%
GRMN B 0.17% 0.13% 0.13%
HBAN A 0.13% 0.13% 0.13%
HPE B 0.14% 0.13% 0.13%
HSY F 0.15% 0.22% 0.15%
IP B 0.11% 0.09% 0.09%
JCI C 0.29% 0.29% 0.29%
JNJ D 2.19% 2.83% 2.19%
JPM A 3.61% 3.9% 3.61%
KR B 0.21% 0.26% 0.21%
LHX C 0.27% 0.29% 0.27%
LMT D 0.66% 0.82% 0.66%
LNT A 0.09% 0.08% 0.08%
MDLZ F 0.52% 0.76% 0.52%
MET A 0.26% 0.32% 0.26%
MOS F 0.05% 0.07% 0.05%
MS A 0.76% 0.81% 0.76%
MTB A 0.18% 0.15% 0.15%
NI A 0.09% 0.08% 0.08%
NSC B 0.32% 0.42% 0.32%
NTRS A 0.11% 0.11% 0.11%
OKE A 0.32% 0.31% 0.31%
OMC C 0.11% 0.13% 0.11%
PAYX C 0.25% 0.3% 0.25%
PCAR B 0.3% 0.42% 0.3%
PEG A 0.25% 0.23% 0.23%
PFG D 0.11% 0.14% 0.11%
PG A 2.21% 2.82% 2.21%
PKG A 0.11% 0.1% 0.1%
PNC B 0.42% 0.43% 0.42%
PSX C 0.29% 0.45% 0.29%
QCOM F 1.03% 1.27% 1.03%
RF A 0.12% 0.12% 0.12%
SNA A 0.1% 0.1% 0.1%
SO D 0.57% 0.55% 0.55%
SRE A 0.3% 0.33% 0.3%
STT A 0.16% 0.16% 0.16%
SWKS F 0.08% 0.12% 0.08%
SYF B 0.12% 0.12% 0.12%
TROW B 0.14% 0.17% 0.14%
TRV B 0.32% 0.38% 0.32%
TXN C 1.05% 1.13% 1.05%
UPS C 0.55% 0.81% 0.55%
USB A 0.37% 0.45% 0.37%
VLO C 0.23% 0.36% 0.23%
VTRS A 0.08% 0.11% 0.08%
VZ C 1.01% 1.26% 1.01%
WEC A 0.17% 0.18% 0.17%
XEL A 0.21% 0.25% 0.21%
XOM B 2.97% 3.19% 2.97%
VYM Overweight 438 Positions Relative to PFIX
Symbol Grade Weight
HD A 2.21%
ABBV D 2.05%
WMT A 2.02%
MRK F 1.47%
KO D 1.44%
WFC A 1.29%
PEP F 1.29%
MCD D 1.19%
PM B 1.17%
ABT B 1.11%
CAT B 1.04%
IBM C 0.98%
AMGN D 0.97%
GS A 0.93%
T A 0.92%
NEE D 0.92%
PFE D 0.91%
RTX C 0.91%
LOW D 0.85%
UNP C 0.8%
PGR A 0.8%
HON B 0.76%
BX A 0.67%
CB C 0.65%
MDT D 0.65%
BMY B 0.64%
ADI D 0.63%
SBUX A 0.63%
MO A 0.53%
CI F 0.5%
DUK C 0.5%
WM A 0.49%
CME A 0.46%
ITW B 0.44%
CL D 0.43%
APO B 0.42%
EOG A 0.4%
MMM D 0.4%
TGT F 0.39%
WMB A 0.36%
EMR A 0.35%
FDX B 0.35%
NXPI D 0.34%
TFC A 0.33%
AFL B 0.33%
SLB C 0.32%
NEM D 0.3%
FIS C 0.29%
AMP A 0.29%
MPC D 0.29%
ALL A 0.28%
D C 0.28%
KMI A 0.27%
KMB D 0.26%
PRU A 0.25%
FAST B 0.25%
VST B 0.24%
F C 0.23%
BKR B 0.22%
MCHP D 0.22%
GLW B 0.21%
TRGP B 0.21%
KDP D 0.21%
YUM B 0.21%
SYY B 0.21%
DD D 0.2%
HPQ B 0.2%
DOW F 0.2%
ED D 0.2%
HIG B 0.18%
KHC F 0.17%
ROK B 0.17%
ARES A 0.17%
PPG F 0.16%
EBAY D 0.16%
CAH B 0.15%
AWK D 0.15%
PPL B 0.14%
FE C 0.14%
DVN F 0.14%
HAL C 0.14%
IFF D 0.14%
LYB F 0.13%
HUBB B 0.13%
NTAP C 0.13%
K A 0.12%
EQT B 0.12%
CNP B 0.11%
NRG B 0.11%
CFG B 0.11%
STX D 0.11%
MKC D 0.11%
WRB A 0.1%
WSM B 0.1%
DGX A 0.1%
CTRA B 0.1%
BAX D 0.1%
LUV C 0.1%
MRO B 0.09%
CLX B 0.09%
GEN B 0.09%
EL F 0.09%
KEY B 0.09%
RPM A 0.09%
WSO A 0.09%
RS B 0.09%
TSN B 0.09%
EWBC A 0.08%
RGA A 0.08%
SWK D 0.08%
EQH B 0.08%
CF B 0.08%
AES F 0.07%
SJM D 0.07%
BG F 0.07%
UNM A 0.07%
EMN D 0.07%
NVT B 0.07%
BAP B 0.07%
JNPR F 0.07%
WTRG B 0.06%
CNH C 0.06%
AIZ A 0.06%
PNW B 0.06%
DOX D 0.06%
SF B 0.06%
OVV B 0.06%
RPRX D 0.06%
TPR B 0.06%
DKS C 0.06%
CG A 0.06%
CE F 0.06%
IPG D 0.06%
JEF A 0.06%
RL B 0.05%
OGE B 0.05%
BERY B 0.05%
FMC D 0.05%
CRBG B 0.05%
VOYA B 0.05%
HRB D 0.05%
CMA A 0.05%
APA D 0.05%
ORI A 0.05%
INGR B 0.05%
DTM B 0.05%
WBS A 0.05%
HRL D 0.05%
PR B 0.05%
WAL B 0.05%
HLI B 0.05%
HAS D 0.05%
AFG A 0.05%
FHN A 0.05%
EVR B 0.05%
SCCO F 0.05%
TAP C 0.05%
FOXA B 0.05%
ALLY C 0.05%
LKQ D 0.05%
ESNT D 0.04%
AGCO D 0.04%
R B 0.04%
MTN C 0.04%
IVZ B 0.04%
BPOP B 0.04%
BBWI D 0.04%
FAF A 0.04%
MTG C 0.04%
RLI B 0.04%
SIRI C 0.04%
PB A 0.04%
ALV C 0.04%
OSK B 0.04%
WBA F 0.04%
WH B 0.04%
RHI B 0.04%
FLS B 0.04%
CRS A 0.04%
RRC B 0.04%
XP F 0.04%
SNV B 0.04%
VFC C 0.04%
HII D 0.04%
SSB B 0.04%
CBSH A 0.04%
CFR B 0.04%
ZION B 0.04%
JXN C 0.04%
ACI C 0.04%
CHRD D 0.04%
SWX B 0.03%
HWC B 0.03%
NJR A 0.03%
MUR D 0.03%
AL B 0.03%
FFIN B 0.03%
OZK B 0.03%
MC C 0.03%
SLM A 0.03%
KTB B 0.03%
POR C 0.03%
OGN D 0.03%
AVT C 0.03%
AM A 0.03%
CIVI D 0.03%
PIPR B 0.03%
PARA C 0.03%
GATX A 0.03%
UMBF B 0.03%
UBSI B 0.03%
UGI A 0.03%
HOMB A 0.03%
SON D 0.03%
FNB A 0.03%
IDA A 0.03%
FOX A 0.03%
RDN C 0.03%
SEE C 0.03%
THG A 0.03%
JHG A 0.03%
BCPC B 0.03%
BC C 0.03%
LEA D 0.03%
WHR B 0.03%
NXST C 0.03%
NFG A 0.03%
OMF A 0.03%
TPG A 0.03%
CBT C 0.03%
MDU D 0.03%
GBCI B 0.03%
BEN C 0.03%
LNC B 0.03%
COLB A 0.03%
ONB B 0.03%
CADE B 0.03%
AXS A 0.03%
DINO D 0.03%
CXT B 0.02%
VAC B 0.02%
CC C 0.02%
CNS B 0.02%
STNG F 0.02%
LCII C 0.02%
APAM B 0.02%
MGRC B 0.02%
PAG B 0.02%
TRN C 0.02%
TGNA B 0.02%
BOH B 0.02%
NSP D 0.02%
SFNC B 0.02%
AVA A 0.02%
TDS B 0.02%
PBF D 0.02%
PTEN C 0.02%
CWT D 0.02%
MAN D 0.02%
SLVM B 0.02%
AWR B 0.02%
FBP B 0.02%
EBC B 0.02%
SXT B 0.02%
FHB A 0.02%
CATY B 0.02%
TNL A 0.02%
CBU B 0.02%
YOU D 0.02%
OTTR C 0.02%
HP B 0.02%
SHOO D 0.02%
NWE B 0.02%
FULT A 0.02%
MGEE C 0.02%
IBOC A 0.02%
WEN D 0.02%
AROC B 0.02%
ABM B 0.02%
BTU B 0.02%
AUB B 0.02%
LANC C 0.02%
UCB A 0.02%
IRDM D 0.02%
SEM B 0.02%
PRGO B 0.02%
CCOI B 0.02%
WD D 0.02%
ASB B 0.02%
GLNG C 0.02%
CALM A 0.02%
NOG A 0.02%
CRC B 0.02%
PII D 0.02%
CNO A 0.02%
DNB B 0.02%
SR A 0.02%
HUN F 0.02%
KFY B 0.02%
MSM C 0.02%
WU D 0.02%
NWL B 0.02%
ALE A 0.02%
SMG D 0.02%
KMPR B 0.02%
HOG D 0.02%
PNM F 0.02%
OGS A 0.02%
BKH A 0.02%
VLY B 0.02%
AVNT B 0.02%
GAP C 0.02%
FLO D 0.02%
SFBS B 0.02%
M D 0.02%
AGO B 0.02%
MGY A 0.02%
CWEN C 0.01%
XRX F 0.01%
JACK D 0.01%
DK C 0.01%
DAN D 0.01%
WMK C 0.01%
CNA B 0.01%
CBRL C 0.01%
OXM D 0.01%
KLG C 0.01%
FDP B 0.01%
SRCE B 0.01%
SCS C 0.01%
UI A 0.01%
NAVI C 0.01%
SAFT C 0.01%
DDS B 0.01%
BHLB B 0.01%
KALU C 0.01%
KW B 0.01%
UVV B 0.01%
WOR F 0.01%
EIG B 0.01%
SFL D 0.01%
BKE B 0.01%
BLMN F 0.01%
WABC B 0.01%
CSGS B 0.01%
HOPE B 0.01%
HTH B 0.01%
WT B 0.01%
STBA B 0.01%
TROX D 0.01%
VRTS B 0.01%
SASR B 0.01%
REYN D 0.01%
AY B 0.01%
NWN A 0.01%
HMN B 0.01%
BHE B 0.01%
WKC D 0.01%
UPBD B 0.01%
MLKN D 0.01%
WGO C 0.01%
GEF A 0.01%
LEG F 0.01%
LZB B 0.01%
SYBT B 0.01%
APOG B 0.01%
FCF A 0.01%
PDCO D 0.01%
HEES B 0.01%
TNC D 0.01%
NWBI B 0.01%
NTB B 0.01%
CHCO B 0.01%
PZZA D 0.01%
WLY B 0.01%
MCY A 0.01%
WSBC A 0.01%
GBX A 0.01%
SJW D 0.01%
SBLK F 0.01%
STRA C 0.01%
HI C 0.01%
CABO C 0.01%
CRI D 0.01%
KMT B 0.01%
PHIN A 0.01%
NMRK B 0.01%
NBTB B 0.01%
KSS F 0.01%
TRMK B 0.01%
IBTX B 0.01%
RNST B 0.01%
PINC B 0.01%
AAP C 0.01%
VSH D 0.01%
B B 0.01%
FRME B 0.01%
BANR B 0.01%
BANF B 0.01%
CAKE C 0.01%
SBCF A 0.01%
TOWN B 0.01%
JWN C 0.01%
WAFD B 0.01%
ENR B 0.01%
HNI B 0.01%
ADTN A 0.01%
IGT F 0.01%
PFS B 0.01%
CWEN C 0.01%
NOMD D 0.01%
FFBC A 0.01%
FIBK A 0.01%
PPBI B 0.01%
BOKF B 0.01%
SPB C 0.01%
BFH B 0.01%
PRK B 0.01%
HTLF B 0.01%
RRR D 0.01%
JJSF B 0.01%
AGR B 0.01%
VIRT B 0.01%
CVBF A 0.01%
ARCH B 0.01%
BKU A 0.01%
CPK A 0.01%
INDB B 0.01%
GES F 0.0%
CVI F 0.0%
NFE D 0.0%
RBCAA B 0.0%
SCHL D 0.0%
TFSL A 0.0%
FG B 0.0%
SSTK F 0.0%
DLX B 0.0%
MATV D 0.0%
VYM Underweight 17 Positions Relative to PFIX
Symbol Grade Weight
TM D -1.97%
NVS D -1.56%
HSBH B -1.23%
PLD D -0.91%
TD F -0.83%
MMC B -0.75%
HMC F -0.45%
STLA F -0.43%
NUE C -0.32%
RSG A -0.28%
E F -0.26%
VICI C -0.22%
BCS C -0.22%
AVB B -0.19%
HST C -0.11%
AMCR D -0.09%
FRO F -0.02%
Compare ETFs