Compare · 2 funds side by side · dividends reinvested

PCR and LQD

PCRSimplify×LQDiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,603LQD · best of the two

02 / 04

PCR and LQD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBoxx $ Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.14%4.83%−1.4%−0.9%+6.5%−0.8%−6.0%5.6%$32.8B1.1

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 4, 2026 · returns include dividends · since: PCR 2025 · LQD 2002

Head to Head

Swap sides Versus in desk

Head to Head

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

PCR

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF · $32.8B$9,603

$10,000 five years ago, dividends reinvested

PCRMeasureLQD

−15.4%Year to dateJan 1 → Nov 4−1.4%

−17.7%1 yearTotal return−0.9%

[…]3 years · per year$10,000 became […] · $12,091+6.5%

[…]5 years · per year$10,000 became […] · $9,603−0.8%

0.76%Expense ratio$76 · $14 a year on $10k · lower is better0.14%

12.49%Trailing 12-mo yield$1,249 · $483 a year on $10k4.83%

−19.4%Worst dropSmaller is better−6.0%

16.9%VolatilityLower is calmer5.6%

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

1–5LQD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PCR vs LQD: Top 5 Holdings

Today

PCR

[…]in top 5

LQD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PCR vs LQD Returns, Every Period

SimplifyPCR

−17.7%

past year

LQDiShares

−0.9%

past year

PCRLQDFaded: behind in that period

0–2LQD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PCR vs LQD

YTD

SimplifyPCR

−15.4%

LQDiShares

−1.4%

−15.4%Year to date−1.4%

−19.4%Worst drop · 1Y−6.0%

16.9%Volatility · 1Y5.6%

12.5%Yield4.8%

$2.2MAssets$32.8B

3–1LQD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCR, LQD

Today

0.14%lowest, LQD

FundExpense ratioFee$10k

LQD0.14%$14

PCR0.76%$76

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PCR, LQD

12.49%highest, PCR

FundTrailing yieldYield$10k

PCR12.49%$1,249

LQD4.83%$483

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,173most kept, PCR

PCR$1,249 − $76 = $1,173

LQD$483 − $14 = $469

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PCR, LQD

Today

[…]holdings […]

PCRLQD

PCR—[…]

LQD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.9%LQD, at 5.6% volatility

LQDWorst drop−6.0%5.6% vol

PCRWorst drop−19.4%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PCRLQD

−15.4%Year to date−1.4%

12.5%Yield4.8%

−17.7%Past year−0.9%

0.76%Fee0.14%

3–1LQD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026