PCR vs LQD

APCR

BLQD

Measures won1–3LQD wins · of 6 · 5Y

$10,000 · 5Y$9,603LQD

Lowest cost0.14%LQD · $14 on $10k

Most income12.49%PCR · $1,249 on $10k

Smallest drop−6.0%LQD · worst fall in 1Y

Held in common[…]PCR and LQD

PCR

LQD

Simplify VettaFi Private Credit Strategy ETF · $2MiShares iBoxx $ Investment Grade Corporate Bond ETF · $31.9B

[…]3 years · per year[…] · $12,091+6.5%

[…]5 years · per year[…] · $9,603−0.8%

0.76%Expense ratio$76 · $14 on $10k · lower wins0.14%

12.49%12-mo yield$1,249 · $483 on $10k4.83%

−19.4%Worst dropSmaller wins−6.0%

16.9%VolatilityLower wins5.6%

1–3LQD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCR · LQD

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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B
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	BLQD	iShares iBoxx $ Investment Grade Corporate Bond ETFRead Desk		0.14%	4.83%	+0.8%	−1.4%	−0.9%	+6.5%	−0.8%	−6.0%	$31.9B
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 LQD

PCR

Simplify VettaFi Private Credit Strategy

[…]

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$9,603

MeasurePCRLQD

Fee0.76%0.14%

Cost on $10k a year$76$14

Yield12.49%4.83%

5 years, per year[…]−0.8%

3 years, per year[…]+6.5%

Worst drop · 1Y−19.4%−6.0%

Volatility · 1Y16.9%5.6%

3–1measures won
LQD 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, LQD

Today

[…]holdings […]

PCRLQD

PCR—[…]

LQD[…]—

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

LQD$483 − $14 = $469

KeptFee

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