Compare · 3 funds side by side · dividends reinvested

CAS, DGRO and JEPI

CASSimplify×DGROiShares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

CAS, DGRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%77.80%−8.2%−5.2%[…][…]−24.1%25.2%$10M2.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: CAS 2025 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Simplify China A Shares PLUS Income ETF · $10M[…]

CAS

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,027

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

CASMeasureDGRO

−8.2%Year to dateJan 1 → Nov 3+18.0%

−5.2%1 yearTotal return+21.0%

[…]3 years · per year$10,000 became […] · $18,210+22.1%

[…]5 years · per year$10,000 became […] · $17,027+11.2%

0.94%Expense ratio$94 · $8 a year on $10k · lower is better0.08%

77.80%Trailing 12-mo yield$7,780 · $185 a year on $10k1.85%

−24.1%Worst dropSmaller is better−6.5%

25.2%VolatilityLower is calmer9.5%

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

1–5DGRO wins

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

More Ways to See the Pairs

CAS vs DGRO: Top 5 Holdings

Today

CAS

24.2%in top 5

DGRO

in top 515.2%

CASStockDGRO

24.2%SBILnot top 5

not top 5XOM3.3%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5AAPL3.0%

not top 5JNJ2.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CAS vs DGRO Returns, Every Period

SimplifyCAS

−5.2%

past year

DGROiShares

+21.0%

past year

CASDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CAS vs JEPI

YTD

SimplifyCAS

−8.2%

JEPIJ.P. Morgan

+7.0%

−8.2%Year to date+7.0%

−24.1%Worst drop · 1Y−6.7%

25.2%Volatility · 1Y7.9%

77.8%Yield8.0%

$10.3MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

CAS0.94%$94

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CAS, DGRO, JEPI

77.80%highest, CAS

FundTrailing yieldYield$10k

CAS77.80%$7,780

JEPI7.96%$796

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,686most kept, CAS

CAS$7,780 − $94 = $7,686

JEPI$796 − $35 = $761

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CAS, DGRO, JEPI

Today

34.0%most shared, DGRO and JEPI

CASDGROJEPI

CAS—0.0%0.0%

DGRO0.0%—34.0%

JEPI0.0%34.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.0%DGRO, at 9.5% volatility

JEPIWorst drop−6.7%7.9% vol

DGROWorst drop−6.5%9.5% vol

CASWorst drop−24.1%25.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CASDGRO

−8.2%Year to date+18.0%

77.8%Yield1.8%

−5.2%Past year+21.0%

0.94%Fee0.08%

3–1DGRO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026