RFIX vs JEPQ

ARFIX

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%RFIX and JEPQ

RFIX

JEPQ

Simplify Bond Bull ETF · $41MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

4.69%12-mo yield$469 · $1,217 on $10k12.17%

−18.9%Worst dropSmaller wins−8.8%

27.6%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRFIX · JEPQ

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

Held in common0.0%

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

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.69%	+0.3%	+4.8%	−5.5%	new	new	−18.9%	$41M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.69%	+0.3%	+4.8%	−5.5%	new	new	−18.9%	$41M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

RFIX vs JEPQ

RFIX

Simplify Bond Bull

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRFIXJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield4.69%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−18.9%−8.8%

Volatility · 1Y27.6%15.5%

4–0measures won
JEPQ first

0.0%

holdings shared

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

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

Overlap: RFIX, JEPQ, BND, SGOV

Today

0.0%most shared, RFIX and JEPQ

RFIXJEPQBNDSGOV

RFIX—0.0%[…][…]

JEPQ0.0%—[…][…]

BND[…][…]—[…]

SGOV[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

RFIX$469 − $50 = $419

BND$413 − $3 = $410

SGOV$363 − $9 = $354

KeptFee

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