Compare · 3 funds side by side · dividends reinvested

CAS, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CAS, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.0

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 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

CASMeasureSPY

−4.5%Year to dateJan 1 → Nov 5+13.3%

−1.4%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.94%Expense ratio$94 · $9 a year on $10k · lower is better0.09%

74.79%Trailing 12-mo yield$7,479 · $99 a year on $10k0.99%

−24.1%Worst dropSmaller is better−8.9%

25.5%VolatilityLower is calmer12.9%

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

1–5SPY 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 SPY: Top 5 Holdings

Today

CAS

23.7%in top 5

SPY

in top 527.7%

CASStockSPY

23.7%SBILnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CAS vs SPY Returns, Every Period

SimplifyCAS

−1.4%

past year

SPYSPDR

+13.4%

past year

CASSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: CAS vs VOO

YTD

SimplifyCAS

−4.5%

VOOVanguard

+13.4%

−4.5%Year to date+13.4%

−24.1%Worst drop · 1Y−8.9%

25.5%Volatility · 1Y12.8%

74.8%Yield1.1%

$10.6MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CAS, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CAS0.94%$94

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

Yields: CAS, SPY, VOO

74.79%highest, CAS

FundTrailing yieldYield$10k

CAS74.79%$7,479

VOO1.05%$105

SPY0.99%$99

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

VOO$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

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

Overlap: CAS, SPY, VOO

Today

93.5%most shared, SPY and VOO

CASSPYVOO

CAS—0.0%0.0%

SPY0.0%—93.5%

VOO0.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% 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

CASVOO

−4.5%Year to date+13.4%

74.8%Yield1.1%

−1.4%Past year+13.5%

0.94%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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