Compare · 3 funds side by side · dividends reinvested

CAS, USOY and VIG

CASSimplify×USOYDefiance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

CAS, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%75.12%−4.9%+0.2%[…][…]−24.1%25.4%$11M2.2

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CAS 2025 · USOY 2024 · VIG 2006

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 · $79M[…]

$10,000 five years ago, dividends reinvested

CASMeasureUSOY

−4.9%Year to dateJan 1 → Nov 5+60.8%

+0.2%1 yearTotal return+59.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

75.12%Trailing 12-mo yield$7,512 · $5,464 a year on $10k54.64%

−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 5, 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 5, 2026 · share of each fund

CAS vs USOY Returns, Every Period

SimplifyCAS

+0.2%

past year

USOYDefiance

+59.4%

past year

CASUSOYFaded: behind in that period

0–2USOY wins

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

CAS vs USOY

YTD

SimplifyCAS

−4.9%

USOYDefiance

+60.8%

−4.9%Year to date+60.8%

−24.1%Worst drop · 1Y−25.5%

25.4%Volatility · 1Y39.0%

75.1%Yield54.6%

$10.6MAssets$78.8M

3–1CAS wins

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

Cost, Income and Risk

Fees: CAS, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CAS0.94%$94

USOY1.12%$112

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

Yields: CAS, USOY, VIG

75.12%highest, CAS

FundTrailing yieldYield$10k

CAS75.12%$7,512

USOY54.64%$5,464

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,418most kept, CAS

CAS$7,512 − $94 = $7,418

USOY$5,464 − $112 = $5,352

VIG$149 − $4 = $145

KeptFee

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

Overlap: CAS, USOY, VIG

Today

0.0%most shared, CAS and VIG

CASUSOYVIG

CAS—[…]0.0%

USOY[…]—[…]

VIG0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+59.4%USOY, at 39.0% volatility

VIGWorst drop−7.9%10.8% vol

CASWorst drop−24.1%25.4% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CASUSOY

−4.9%Year to date+60.8%

75.1%Yield54.6%

+0.2%Past year+59.4%

0.94%Fee1.12%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026