Compare · 3 funds side by side · dividends reinvested

RFIX, JEPQ and SGOV

RFIXSimplify×JEPQJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

RFIX, JEPQ and SGOV, 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

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

Simplify Bond Bull ETFBonds & Cash · Other bonds0.50%4.72%+4.2%−4.0%[…][…]−18.9%27.6%$42M2.5

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Bond Bull ETF · $42M[…]

RFIX

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

RFIXMeasureJEPQ

+4.2%Year to dateJan 1 → Nov 6+3.2%

−4.0%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

4.72%Trailing 12-mo yield$472 · $1,279 a year on $10k12.79%

−18.9%Worst dropSmaller is better−11.5%

27.6%VolatilityLower is calmer16.7%

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

1–5JEPQ wins

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

More Ways to See the Pairs

RFIX vs JEPQ: Top 5 Holdings

Today

RFIX

14.6%in top 5

JEPQ

in top 528.9%

RFIXStockJEPQ

14.6%SBILnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

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

RFIX vs JEPQ Returns, Every Period

SimplifyRFIX

−4.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

RFIXJEPQFaded: behind in that period

1–1Level

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

Bonds vs Income: RFIX vs JEPQ

YTD

SimplifyRFIX

+4.2%

JEPQJ.P. Morgan

+3.2%

+4.2%Year to date+3.2%

−18.9%Worst drop · 1Y−11.5%

27.6%Volatility · 1Y16.7%

4.7%Yield12.8%

$41.6MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: RFIX, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

RFIX0.50%$50

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

Yields: RFIX, JEPQ, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

RFIX4.72%$472

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: RFIX, JEPQ, SGOV

Today

0.0%most shared, RFIX and JEPQ

RFIXJEPQSGOV

RFIX—0.0%[…]

JEPQ0.0%—[…]

SGOV[…][…]—

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

SGOVWorst drop0.0%0.2% 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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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