Compare · 3 funds side by side · dividends reinvested

CAS, CGDV and VYM

CASSimplify×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

CAS, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

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 5, 2026 · returns include dividends · since: CAS 2025 · CGDV 2022 · VYM 2006

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 5+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 5, 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

23.7%in top 5

CGDV

in top 524.4%

CASStockCGDV

23.7%SBILnot top 5

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

Held in common0.0%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

CAS vs VYM

YTD

SimplifyCAS

−4.5%

VYMVanguard

+17.2%

−4.5%Year to date+17.2%

−24.1%Worst drop · 1Y−6.7%

25.5%Volatility · 1Y10.1%

74.8%Yield2.2%

$10.6MAssets$78.9B

3–1VYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

CAS0.94%$94

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CAS, CGDV, VYM

74.79%highest, CAS

FundTrailing yieldYield$10k

CAS74.79%$7,479

VYM2.22%$222

CGDV1.22%$122

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,385most kept, CAS

CAS$7,479 − $94 = $7,385

VYM$222 − $4 = $218

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CAS, CGDV, VYM

Today

23.0%most shared, CGDV and VYM

CASCGDVVYM

CAS—0.0%0.0%

CGDV0.0%—23.0%

VYM0.0%23.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

CGDVWorst drop−9.7%12.6% vol

CASWorst drop−24.1%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CASVYM

−4.5%Year to date+17.2%

74.8%Yield2.2%

−1.4%Past year+21.2%

0.94%Fee0.04%

3–1VYM wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026