Compare · 2 funds side by side · dividends reinvested

PFIX and JEPI

PFIXSimplify×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$29,432PFIX · best of the two

02 / 04

PFIX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

Simplify Interest Rate Hedge ETFUnsorted0.53%6.81%+16.0%+27.9%+6.1%+24.1%−19.5%30.2%$218M1.6

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: PFIX 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Interest Rate Hedge ETF · $218M$29,432

PFIX

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFIXMeasureJEPI

+16.0%Year to dateJan 1 → Nov 9+7.5%

+27.9%1 yearTotal return+10.9%

+6.1%3 years · per year$10,000 became $11,951 · $13,679+11.0%

+24.1%5 years · per year$10,000 became $29,432 · $14,448+7.6%

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

6.81%Trailing 12-mo yield$681 · $793 a year on $10k7.93%

−19.5%Worst dropSmaller is better−6.7%

30.2%VolatilityLower is calmer9.0%

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

3–5JEPI wins

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

More Ways to See the Pairs

PFIX vs JEPI: Top 5 Holdings

Today

PFIX

23.8%in top 5

JEPI

in top 59.9%

PFIXStockJEPI

23.8%SBILnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common0.0%

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

PFIX vs JEPI Returns, Every Period

SimplifyPFIX

+24.1%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PFIXJEPIFaded: behind in that period

3–1PFIX wins

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

Unsorted vs Income: PFIX vs JEPI

YTD

SimplifyPFIX

+16.0%

JEPIJ.P. Morgan

+7.5%

+16.0%Year to date+7.5%

−19.5%Worst drop · 1Y−6.7%

30.2%Volatility · 1Y9.0%

6.8%Yield7.9%

$218MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PFIX, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

PFIX0.53%$53

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

Yields: PFIX, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PFIX6.81%$681

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PFIX$681 − $53 = $628

KeptFee

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

Overlap: PFIX, JEPI

Today

0.0%most shared, PFIX and JEPI

PFIXJEPI

PFIX—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.9%PFIX, at 30.2% volatility

JEPIWorst drop−6.7%9.0% vol

PFIXWorst drop−19.5%30.2% vol

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

Paid More vs Made More

YTD

JEPIPFIX

+7.5%Year to date+16.0%

7.9%Yield6.8%

+10.9%Past year+27.9%

0.35%Fee0.53%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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