Compare · 3 funds side by side · dividends reinvested

CAS, USOY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CAS, USOY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%75.49%−5.4%−1.8%[…][…]−24.1%25.4%$11M2.2

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$73M2.2

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 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

CASMeasureUSOY

−5.4%Year to dateJan 1 → Nov 6+61.1%

−1.8%1 yearTotal return+60.0%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.94%Expense ratio$94 · $112 a year on $10k · lower is better1.12%

75.49%Trailing 12-mo yield$7,549 · $5,352 a year on $10k53.52%

−24.1%Worst dropSmaller is better−25.5%

25.4%VolatilityLower is calmer39.0%

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

4–2CAS 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 USOY: Top 5 Holdings

Today

CAS

23.7%in top 5

USOY

in top 5[…]

CASStockUSOY

23.7%SBILnot top 5

Held in common[…]

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

CAS vs USOY Returns, Every Period

SimplifyCAS

−1.8%

past year

USOYDefiance

+60.0%

past year

CASUSOYFaded: behind in that period

0–2USOY wins

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

CAS vs USOY

YTD

SimplifyCAS

−5.4%

USOYDefiance

+61.1%

−5.4%Year to date+61.1%

−24.1%Worst drop · 1Y−25.5%

25.4%Volatility · 1Y39.0%

75.5%Yield53.5%

$10.6MAssets$72.6M

3–1CAS wins

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

Cost, Income and Risk

Fees: CAS, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CAS0.94%$94

USOY1.12%$112

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

Yields: CAS, USOY, SCHD

75.49%highest, CAS

FundTrailing yieldYield$10k

CAS75.49%$7,549

USOY53.52%$5,352

SCHD3.00%$300

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

USOY$5,352 − $112 = $5,240

SCHD$300 − $6 = $294

KeptFee

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

Overlap: CAS, USOY, SCHD

Today

0.0%most shared, CAS and SCHD

CASUSOYSCHD

CAS—[…]0.0%

USOY[…]—[…]

SCHD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

SCHDWorst drop−6.9%11.7% vol

CASWorst drop−24.1%25.4% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

CASUSOY

−5.4%Year to date+61.1%

75.5%Yield53.5%

−1.8%Past year+60.0%

0.94%Fee1.12%

2–2level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026