Compare · 2 funds side by side · dividends reinvested

CAS and DGRO

CASSimplify×DGROiShares×

Versus in desk

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

02 / 04

CAS and DGRO, 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%$45.1B1.1

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%77.80%−8.2%−5.2%[…][…]−24.1%25.2%$10M1.8

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

DGRO

CAS

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

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

DGROMeasureCAS

+18.0%Year to dateJan 1 → Nov 3−8.2%

+21.0%1 yearTotal return−5.2%

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

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

0.08%Expense ratio$8 · $94 a year on $10k · lower is better0.94%

1.85%Trailing 12-mo yield$185 · $7,780 a year on $10k77.80%

−6.5%Worst dropSmaller is better−24.1%

9.5%VolatilityLower is calmer25.2%

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

5–1DGRO wins

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

More Ways to See the Pairs

DGRO vs CAS: Top 5 Holdings

Today

DGRO

15.2%in top 5

CAS

in top 524.2%

DGROStockCAS

not top 5SBIL24.2%

3.3%XOMnot top 5

3.0%ABBVnot top 5

3.0%MSFTnot top 5

3.0%AAPLnot top 5

2.8%JNJnot top 5

Held in common0.0%

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

DGRO vs CAS Returns, Every Period

iSharesDGRO

+21.0%

past year

CASSimplify

−5.2%

past year

DGROCASFaded: behind in that period

2–0DGRO wins

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

DGRO vs CAS

YTD

iSharesDGRO

+18.0%

CASSimplify

−8.2%

+18.0%Year to date−8.2%

−6.5%Worst drop · 1Y−24.1%

9.5%Volatility · 1Y25.2%

1.8%Yield77.8%

$45.1BAssets$10.3M

3–1DGRO wins

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

Cost, Income and Risk

Fees: CAS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CAS0.94%$94

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

Yields: CAS, DGRO

77.80%highest, CAS

FundTrailing yieldYield$10k

CAS77.80%$7,780

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

DGRO$185 − $8 = $177

KeptFee

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

Overlap: CAS, DGRO

Today

0.0%most shared, CAS and DGRO

CASDGRO

CAS—0.0%

DGRO0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.0%DGRO, at 9.5% volatility

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 Two

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

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

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