PCR vs CLOC5YPCRPCRAvsBCLOCCLOCSimplify VettaFi Private Credit Strategy ETF · $2MAAM Crescent CLO ETF · $62MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.76%Expense ratio$76 · $49 on $10k · lower wins0.49%12.49%12-mo yield$1,249 · $628 on $10k6.28%Risk · 1 year−19.4%
$10,000 in PCR, CLOC, AGG5Y$10k startAGG $9.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: PCR, CLOC, AGGToday[…]holdings […]PCRCLOCAGGPCR—[…][…]CLOC[…]—[…]AGG[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PCR vs CLOC5YAPCRSimplify VettaFi Private Credit Strategy[…]vsCLOCBAAM Crescent CLO[…]MeasurePCRCLOCFee0.76%0.49%Cost on $10k a year$76$49Yield12.49%6.28%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−19.4%−0.5%Volatility · 1Y16.9%1.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.2B2APCRSimplify VettaFi Private Credit Strategy ETFReadDesk0.76%12.49%0.0%−15.4%−17.9%newnew−19.4%$2M3BCLOCAAM Crescent CLO ETFReadDesk0.49%6.28%0.0%+4.8%+5.5%newnew−0.5%$62MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.2B2APCRSimplify VettaFi Private Credit Strategy ETFReadDesk0.76%12.49%0.0%−15.4%−17.9%newnew−19.4%$2M3BCLOCAAM Crescent CLO ETFReadDesk0.49%6.28%0.0%+4.8%+5.5%newnew−0.5%$62MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$161BAssets$137B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: PCR, CLOC, AGGToday[…]holdings […]PCRCLOCAGGPCR—[…][…]CLOC[…]—[…]AGG[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,173most kept, PCRPCR$1,249 − $76 = $1,173CLOC$628 − $49 = $579AGG$419 − $3 = $416KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee