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Simplify made investors more money ($521M). F/m had more funds that made money (61%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | F/m | Simplify |
|---|---|---|
| Funds in the category | 19 | 11 |
| Made money (W–L) | 11–7 | 3–8 |
| Win % | 61% | 27% |
| Money made | $265M | $46M |
| Typical return | +1.1% | −4.2% |
| Launches · 2026 | 1 | 0 |
| Assets | $10.4B | $6.6B |
| Fee per $100 | $0.16 | $0.24 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| TBIL | F/m US Treasury 3 Month Bill Fund | $7.5B | +3.4% ✓ |
| XBIL | US Treasury 6 Month Bill ETF | $783M | +3.3% ✓ |
| UTWO | US Treasury 2 Year Note ETF | $518M | +1.2% ✓ |
| OBIL | US Treasury 12 Month Bill ETF | $337M | +2.8% ✓ |
| UTEN | US Treasury 10 Year Note ETF | $262M | −3.7% ✕ |
| SGVA | F/m Accumulator Ultrashort Treasury Fund | $252M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SBIL | Simplify Government Money Market ETF | $4.2B | +3.4% ✓ |
| MTBA | Simplify MBS ETF | $904M | −0.9% ✕ |
| TUA | Simplify Short Term Treasury Futures Strategy ETF | $483M | −9.2% ✕ |
| AGGH | Simplify Aggregate Bond ETF | $414M | −2.1% ✕ |
| CDX | Simplify High Yield ETF | $305M | −4.9% ✕ |
| KNRG | Simplify Kayne Anderson Energy and Infrastructure Credit ETF | $151M | +3.4% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.