Compare · 3 funds side by side · dividends reinvested

RFIX, JEPQ and BND

RFIXSimplify×JEPQJ.P. Morgan×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,974BND · best of the three

02 / 04

RFIX, JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.8

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$41M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: RFIX 2024 · JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

RFIX

Simplify Bond Bull ETF · $41M[…]

$10,000 five years ago, dividends reinvested

BNDMeasureRFIX

−0.0%Year to dateJan 1 → Nov 6+4.2%

+0.6%1 yearTotal return−4.0%

+5.2%3 years · per year$10,000 became $11,637 · […][…]

−0.1%5 years · per year$10,000 became $9,974 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

4.12%Trailing 12-mo yield$412 · $472 a year on $10k4.72%

−4.5%Worst dropSmaller is better−18.9%

4.0%VolatilityLower is calmer27.6%

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

4–2BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs RFIX: Top 5 Holdings

Today

BND

[…]in top 5

RFIX

in top 514.6%

BNDStockRFIX

not top 5SBIL14.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BND vs RFIX Returns, Every Period

VanguardBND

+0.6%

past year

RFIXSimplify

−4.0%

past year

BNDRFIXFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BND vs JEPQ

YTD

VanguardBND

−0.0%

JEPQJ.P. Morgan

+3.2%

−0.0%Year to date+3.2%

−4.5%Worst drop · 1Y−11.5%

4.0%Volatility · 1Y16.7%

4.1%Yield12.8%

$161BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFIX, JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

JEPQ0.35%$35

RFIX0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RFIX, JEPQ, BND

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

RFIX4.72%$472

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

RFIX$472 − $50 = $422

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RFIX, JEPQ, BND

Today

0.0%most shared, RFIX and JEPQ

RFIXJEPQBND

RFIX—0.0%[…]

JEPQ0.0%—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

BNDWorst drop−4.5%4.0% vol

JEPQWorst drop−11.5%16.7% vol

RFIXWorst drop−18.9%27.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRFIX

+3.2%Year to date+4.2%

12.8%Yield4.7%

+4.5%Past year−4.0%

0.35%Fee0.50%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026