Compare · 3 funds side by side · dividends reinvested

PCR, JEPQ and SGOV

PCRSimplify×JEPQJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,092SGOV · best of the three

Story of the three · IncomeMost incomePCR · 12.49% · $1,249 a year on $10k

Story of the three · RiskSmallest drop

PCR, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.7

Simplify VettaFi Private Credit Strategy ETFBonds & Cash · Corporate0.76%12.49%−15.4%−17.9%[…][…]−19.4%16.9%$2M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PCR 2025 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PCR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested

PCRMeasure

More Ways to See the Pairs

PCR vs JEPQ: Top 5 Holdings

Today

PCR

[…]in top 5

JEPQ

in top 527.6%

PCRStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: PCR, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

PCR0.76%$76

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PCR, JEPQ, SGOV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ

−15.4%Year to dateJan 1 → Nov 11+8.1%

−17.9%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.76%Expense ratio$76 · $35 a year on $10k · lower is better0.35%

12.49%Trailing 12-mo yield$1,249 · $1,220 a year on $10k12.20%

−19.4%Worst dropSmaller is better−11.5%

16.9%VolatilityLower is calmer16.9%

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

1–4JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

PCR vs JEPQ Returns, Every Period

1Y

SimplifyPCR

−17.9%

past year

JEPQJ.P. Morgan

+9.0%

past year

PCRJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: PCR vs JEPQ

YTD

SimplifyPCR

−15.4%

JEPQJ.P. Morgan

+8.1%

−15.4%Year to date+8.1%

−19.4%Worst drop · 1Y−11.5%

16.9%Volatility · 1Y16.9%

12.5%Yield12.2%

$2.2MAssets$41.8B

2–1JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.49%highest, PCR

FundTrailing yieldYield$10k

PCR12.49%$1,249

JEPQ12.20%$1,220

SGOV3.63%$363

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

PCR$1,249 − $76 = $1,173

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PCR, JEPQ, SGOV

Today

[…]holdings […]

PCRJEPQSGOV

PCR—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

SGOVWorst drop−0.0%0.2% vol

PCRWorst drop−19.4%16.9% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PCRJEPQ

−15.4%Year to date+8.1%

12.5%Yield12.2%

−17.9%Past year+9.0%

0.76%Fee0.35%

3–1JEPQ wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PCR, JEPQ and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three