Compare · 2 funds side by side · dividends reinvested

PCR and IUSB

PCRSimplify×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,151IUSB · best of the two

02 / 04

PCR and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.1

Simplify VettaFi Private Credit Strategy ETFBonds & Cash · Corporate0.76%12.49%−15.4%−17.7%[…][…]−19.4%16.9%$2M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PCR 2025 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Simplify VettaFi Private Credit Strategy ETF · $2M[…]

PCR

IUSB

iShares Core Universal USD Bond ETF · $50.4B$11,705

$10,000 three years ago, dividends reinvested

PCRMeasureIUSB

−15.4%Year to dateJan 1 → Nov 9+0.1%

−17.7%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

0.76%Expense ratio$76 · $6 a year on $10k · lower is better0.06%

12.49%Trailing 12-mo yield$1,249 · $433 a year on $10k4.33%

−19.4%Worst dropSmaller is better−4.3%

16.9%VolatilityLower is calmer3.9%

PCRIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IUSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PCR vs IUSB: Top 5 Holdings

Today

PCR

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

PCR vs IUSB Returns, Every Period

SimplifyPCR

−17.7%

past year

IUSBiShares

+0.5%

past year

PCRIUSBFaded: behind in that period

0–2IUSB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PCR vs IUSB

YTD

SimplifyPCR

−15.4%

IUSBiShares

+0.1%

−15.4%Year to date+0.1%

−19.4%Worst drop · 1Y−4.3%

16.9%Volatility · 1Y3.9%

12.5%Yield4.3%

$2.2MAssets$50.4B

3–1IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCR, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

PCR0.76%$76

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PCR, IUSB

12.49%highest, PCR

FundTrailing yieldYield$10k

PCR12.49%$1,249

IUSB4.33%$433

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,173most kept, PCR

PCR$1,249 − $76 = $1,173

IUSB$433 − $6 = $427

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PCR, IUSB

Today

[…]holdings […]

PCRIUSB

PCR—[…]

IUSB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.5%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

PCRWorst drop−19.4%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PCRIUSB

−15.4%Year to date+0.1%

12.5%Yield4.3%

−17.7%Past year+0.5%

0.76%Fee0.06%

3–1IUSB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026