PCR vs CLOC

APCR

BCLOC

Measures won1–3CLOC wins · of 6 · 5Y

$10,000 · 5Y$9,985BND

Lowest cost0.03%BND · $3 on $10k

Most income12.49%PCR · $1,249 on $10k

Smallest drop−0.5%CLOC · worst fall in 1Y

Held in common[…]PCR and CLOC

PCR

CLOC

Simplify VettaFi Private Credit Strategy ETF · $2MAAM Crescent CLO ETF · $62M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.76%Expense ratio$76 · $49 on $10k · lower wins0.49%

12.49%12-mo yield$1,249 · $628 on $10k6.28%

−19.4%Worst dropSmaller wins−0.5%

16.9%VolatilityLower wins1.1%

1–3CLOC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPCR · CLOC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	BCLOC	AAM Crescent CLO ETFRead Desk	0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M
3	APCR	Simplify VettaFi Private Credit Strategy ETFRead Desk	0.76%	12.49%	0.0%	−15.4%	−17.7%	new	new	−19.4%	$2M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	BCLOC	AAM Crescent CLO ETFRead Desk	0.49%	6.28%	+0.1%	+4.8%	+5.5%	new	new	−0.5%	$62M
3	APCR	Simplify VettaFi Private Credit Strategy ETFRead Desk	0.76%	12.49%	0.0%	−15.4%	−17.7%	new	new	−19.4%	$2M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCR vs CLOC

PCR

Simplify VettaFi Private Credit Strategy

[…]

CLOC

AAM Crescent CLO

[…]

MeasurePCRCLOC

Fee0.76%0.49%

Cost on $10k a year$76$49

Yield12.49%6.28%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−19.4%−0.5%

Volatility · 1Y16.9%1.1%

3–1measures won
CLOC first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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 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

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

Overlap: CLOC, PCR, BND

Today

[…]holdings […]

CLOCPCRBND

CLOC—[…][…]

PCR[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$1,173most kept, PCR

PCR$1,249 − $76 = $1,173

CLOC$628 − $49 = $579

BND$412 − $3 = $409

KeptFee

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