PFIX vs JEPI

APFIX

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$29,432PFIX · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%PFIX and JEPI

PFIX

JEPI

Simplify Interest Rate Hedge ETF · $218MJPMorgan Equity Premium Income ETF · $45.2B

+6.1%3 years · per year$11,951 · $13,679+11.0%

+24.1%5 years · per year$29,432 · $14,448+7.6%

0.53%Expense ratio$53 · $35 on $10k · lower wins0.35%

6.81%12-mo yield$681 · $793 on $10k7.93%

−19.5%Worst dropSmaller wins−6.7%

30.2%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFIX · JEPI

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk		0.53%	6.81%	0.0%	+16.0%	+27.9%	+6.1%	+24.1%	−19.5%	$218M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

Both

5Y2 funds

#			Trend
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk		0.53%	6.81%	0.0%	+16.0%	+27.9%	+6.1%	+24.1%	−19.5%	$218M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

PFIX vs JEPI

PFIX

Simplify Interest Rate Hedge

$29,432

JEPI

JPMorgan Equity Premium Income

$14,448

MeasurePFIXJEPI

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield6.81%7.93%

5 years, per year+24.1%+7.6%

3 years, per year+6.1%+11.0%

Worst drop · 1Y−19.5%−6.7%

Volatility · 1Y30.2%9.0%

5–1measures won
JEPI first

0.0%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PFIX, JEPI

Today

0.0%most shared, PFIX and JEPI

PFIXJEPI

PFIX—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PFIX$681 − $53 = $628

KeptFee

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