PFIX vs JEPQ

APFIX

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$29,432PFIX

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%PFIX and JEPQ

PFIX

JEPQ

Simplify Interest Rate Hedge ETF · $218MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+6.1%3 years · per year$11,951 · $16,495+18.2%

+24.1%5 years · per year$29,432 · […][…]

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

6.81%12-mo yield$681 · $1,239 on $10k12.39%

−19.5%Worst dropSmaller wins−11.5%

30.2%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFIX · JEPQ

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

PFIX

Simplify Interest Rate Hedge

$29,432

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePFIXJEPQ

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield6.81%12.39%

5 years, per year+24.1%[…]

3 years, per year+6.1%+18.2%

Worst drop · 1Y−19.5%−11.5%

Volatility · 1Y30.2%16.9%

5–0measures won
JEPQ 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, JEPQ

Today

0.0%most shared, PFIX and JEPQ

PFIXJEPQ

PFIX—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

PFIX$681 − $53 = $628

KeptFee

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