Compare · 3 funds side by side · dividends reinvested

CAS, USOY and VIG

CASSimplify×USOYDefiance×VIGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeCAS · 76.40% · $7,640 a year on $10k

Story of the three · RiskSmallest drop

CAS, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.5

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%76.40%−6.5%−3.5%[…][…]−24.1%25.5%$11M2.2

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.36%+58.0%+59.2%[…][…]−25.5%39.1%$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 13, 2026 · returns include dividends · since: CAS 2025 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CAS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

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

CASMeasure

More Ways to See the Pairs

CAS vs VIG: Top 5 Holdings

Today

CAS

23.3%in top 5

VIG

in top 522.1%

CASStockVIG

23.3%SBILnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

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 13, 2026 · fee on $10,000 a year

Yields: CAS, USOY, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VIG

−6.5%Year to dateJan 1 → Nov 13+16.0%

−3.5%1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $16,797+18.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

0.94%Expense ratio$94 · $4 a year on $10k · lower is better0.04%

76.40%Trailing 12-mo yield$7,640 · $145 a year on $10k1.45%

−24.1%Worst dropSmaller is better−7.9%

25.5%VolatilityLower is calmer11.0%

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

1–5VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

CAS vs VIG Returns, Every Period

1Y

SimplifyCAS

−3.5%

past year

VIGVanguard

+16.3%

past year

CASVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CAS vs USOY

YTD

SimplifyCAS

−6.5%

USOYDefiance

+58.0%

−6.5%Year to date+58.0%

−24.1%Worst drop · 1Y−25.5%

25.5%Volatility · 1Y39.1%

76.4%Yield54.4%

$10.8MAssets$72.8M

3–1CAS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

76.40%highest, CAS

FundTrailing yieldYield$10k

CAS76.40%$7,640

USOY54.36%$5,436

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7,546most kept, CAS

CAS$7,640 − $94 = $7,546

USOY$5,436 − $112 = $5,324

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+59.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

CASWorst drop−24.1%25.5% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CASUSOY

−6.5%Year to date+58.0%

76.4%Yield54.4%

−3.5%Past year+59.2%

0.94%Fee1.12%

2–2level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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CAS, USOY and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three