PFIX vs JEPQ

APFIX

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$30,038PFIX · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PFIX and JEPQ

Simplify Interest Rate Hedge ETF · $223MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+7.0%3 years · per year$12,247 · $16,525+18.2%

+24.6%5 years · per year$30,038 · […][…]

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

6.70%12-mo yield$670 · $1,220 on $10k

Cards for this view

PFIX

Simplify Interest Rate Hedge

$30,038

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePFIXJEPQ

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield6.70%12.20%

5 years, per year+24.6%[…]

3 years, per year+7.0%+18.2%

Worst drop · 1Y−19.5%−11.5%

Volatility · 1Y30.2%

#
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.70%	−0.3%	+17.9%	+29.9%	+7.0%	+24.6%	−19.5%	$223M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	APFIX	Simplify Interest Rate Hedge ETFRead Desk	0.53%	6.70%	−0.3%	+17.9%	+29.9%	+7.0%	+24.6%	−19.5%	$223M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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