Compare · 2 funds side by side · dividends reinvested

CAS and SCHD

CASSimplify×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

CAS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.1

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

CAS

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

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

SCHDMeasureCAS

+32.8%Year to dateJan 1 → Nov 3−8.2%

+37.6%1 yearTotal return−5.2%

+21.2%3 years · per year$10,000 became $17,784 · […][…]

+10.3%5 years · per year$10,000 became $16,352 · […][…]

0.06%Expense ratio$6 · $94 a year on $10k · lower is better0.94%

2.97%Trailing 12-mo yield$297 · $7,780 a year on $10k77.80%

−6.9%Worst dropSmaller is better−24.1%

11.4%VolatilityLower is calmer25.2%

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

5–1SCHD wins

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

More Ways to See the Pairs

SCHD vs CAS: Top 5 Holdings

Today

SCHD

21.4%in top 5

CAS

in top 524.2%

SCHDStockCAS

not top 5SBIL24.2%

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

Held in common0.0%

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

SCHD vs CAS Returns, Every Period

SchwabSCHD

+37.6%

past year

CASSimplify

−5.2%

past year

SCHDCASFaded: behind in that period

2–0SCHD wins

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

SCHD vs CAS

YTD

SchwabSCHD

+32.8%

CASSimplify

−8.2%

+32.8%Year to date−8.2%

−6.9%Worst drop · 1Y−24.1%

11.4%Volatility · 1Y25.2%

3.0%Yield77.8%

$121BAssets$10.3M

3–1SCHD wins

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

Cost, Income and Risk

Fees: CAS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CAS0.94%$94

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

Yields: CAS, SCHD

77.80%highest, CAS

FundTrailing yieldYield$10k

CAS77.80%$7,780

SCHD2.97%$297

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

SCHD$297 − $6 = $291

KeptFee

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

Overlap: CAS, SCHD

Today

0.0%most shared, CAS and SCHD

CASSCHD

CAS—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% 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

CASSCHD

−8.2%Year to date+32.8%

77.8%Yield3.0%

−5.2%Past year+37.6%

0.94%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026