Compare · 3 funds side by side · dividends reinvested

CAS, IVV and VIG

CASSimplify×IVViShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

CAS, IVV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%75.49%−5.4%−1.8%[…][…]−24.1%25.4%$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 6, 2026 · returns include dividends · since: CAS 2025 · IVV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

CASMeasureIVV

−5.4%Year to dateJan 1 → Nov 6+8.7%

−1.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.94%Expense ratio$94 · $3 a year on $10k · lower is better0.03%

75.49%Trailing 12-mo yield$7,549 · $114 a year on $10k1.14%

−24.1%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.6%

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

1–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAS vs IVV: Top 5 Holdings

Today

CAS

23.7%in top 5

IVV

in top 527.8%

CASStockIVV

23.7%SBILnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CAS vs IVV Returns, Every Period

SimplifyCAS

−1.8%

past year

IVViShares

+9.8%

past year

CASIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CAS vs VIG

YTD

SimplifyCAS

−5.4%

VIGVanguard

+12.1%

−5.4%Year to date+12.1%

−24.1%Worst drop · 1Y−7.9%

25.4%Volatility · 1Y10.8%

75.5%Yield1.5%

$10.5MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, IVV, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

CAS0.94%$94

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CAS, IVV, VIG

75.49%highest, CAS

FundTrailing yieldYield$10k

CAS75.49%$7,549

VIG1.50%$150

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,455most kept, CAS

CAS$7,549 − $94 = $7,455

VIG$150 − $4 = $146

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CAS, IVV, VIG

Today

42.8%most shared, IVV and VIG

CASIVVVIG

CAS—0.0%0.0%

IVV0.0%—42.8%

VIG0.0%42.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

CASWorst drop−24.1%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CASVIG

−5.4%Year to date+12.1%

75.5%Yield1.5%

−1.8%Past year+14.3%

0.94%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026