PCR vs JAAA

APCR

BJAAA

Measures won1–3JAAA wins · of 6 · 5Y

$10,000 · 5Y$12,814JAAA

Lowest cost0.20%JAAA · $20 on $10k

Most income12.49%PCR · $1,249 on $10k

Smallest drop−0.4%JAAA · worst fall in 1Y

Held in common[…]PCR and JAAA

PCR

JAAA

Simplify VettaFi Private Credit Strategy ETF · $2MJanus Henderson AAA CLO ETF · $32.5B

[…]3 years · per year[…] · $11,950+6.1%

[…]5 years · per year[…] · $12,814+5.1%

0.76%Expense ratio$76 · $20 on $10k · lower wins0.20%

12.49%12-mo yield$1,249 · $482 on $10k4.82%

−19.4%Worst dropSmaller wins−0.4%

16.9%VolatilityLower wins0.7%

1–3JAAA wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCR · JAAA

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJAAA	Janus Henderson AAA CLO ETFRead Desk		0.20%	4.82%	0.0%	+3.8%	+4.8%	+6.1%	+5.1%	−0.4%	$32.5B
2	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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCR vs JAAA

PCR

Simplify VettaFi Private Credit Strategy

[…]

JAAA

Janus Henderson AAA CLO

$12,814

MeasurePCRJAAA

Fee0.76%0.20%

Cost on $10k a year$76$20

Yield12.49%4.82%

5 years, per year[…]+5.1%

3 years, per year[…]+6.1%

Worst drop · 1Y−19.4%−0.4%

Volatility · 1Y16.9%0.7%

3–1measures won
JAAA first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PCR, JAAA

Today

[…]holdings […]

PCRJAAA

PCR—[…]

JAAA[…]—

End-of-day Nov 4, 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

JAAA$482 − $20 = $462

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee