Compare · 3 funds side by side · dividends reinvested

CAS, CGDV and SCHD

CASSimplify×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

CAS, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.0

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%74.79%−4.5%−1.4%[…][…]−24.1%25.5%$11M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CAS 2025 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify China A Shares PLUS Income ETF · $11M[…]

CAS

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CASMeasureCGDV

−4.5%Year to dateJan 1 → Nov 4+14.6%

−1.4%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

0.94%Expense ratio$94 · $33 a year on $10k · lower is better0.33%

74.79%Trailing 12-mo yield$7,479 · $122 a year on $10k1.22%

−24.1%Worst dropSmaller is better−9.7%

25.5%VolatilityLower is calmer12.6%

CASCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAS vs CGDV: Top 5 Holdings

Today

CAS

24.6%in top 5

CGDV

in top 524.6%

CASStockCGDV

24.6%SBILnot top 5

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CAS vs CGDV Returns, Every Period

SimplifyCAS

−1.4%

past year

CGDVCapital Group

+17.5%

past year

CASCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CAS vs SCHD

YTD

SimplifyCAS

−4.5%

SCHDSchwab

+35.3%

−4.5%Year to date+35.3%

−24.1%Worst drop · 1Y−6.9%

25.5%Volatility · 1Y11.5%

74.8%Yield2.9%

$10.6MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

CAS0.94%$94

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CAS, CGDV, SCHD

74.79%highest, CAS

FundTrailing yieldYield$10k

CAS74.79%$7,479

SCHD2.91%$291

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,385most kept, CAS

CAS$7,479 − $94 = $7,385

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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

Overlap: CAS, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

CASCGDVSCHD

CAS—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%5.7%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

CASWorst drop−24.1%25.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CASSCHD

−4.5%Year to date+35.3%

74.8%Yield2.9%

−1.4%Past year+41.6%

0.94%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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