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$16,638VIG · 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%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%74.20%−3.7%−0.7%[…][…]−24.1%25.4%$11M2.2

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.2

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

End-of-day Nov 9, 2026 · returns include dividends · since: CAS 2025 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $75M[…]

USOY

CAS

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

$10,000 five years ago, dividends reinvested

USOYMeasureCAS

+56.2%Year to dateJan 1 → Nov 9−3.7%

+56.2%1 yearTotal return−0.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $94 a year on $10k · lower is better0.94%

55.19%Trailing 12-mo yield$5,519 · $7,420 a year on $10k74.20%

−25.5%Worst dropSmaller is better−24.1%

39.1%VolatilityLower is calmer25.4%

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

2–4CAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USOY vs CAS: Top 5 Holdings

Today

USOY

[…]in top 5

CAS

in top 523.8%

USOYStockCAS

not top 5SBIL23.8%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

USOY vs CAS Returns, Every Period

DefianceUSOY

+56.2%

past year

CASSimplify

−0.7%

past year

USOYCASFaded: behind in that period

2–0USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USOY vs CAS

YTD

DefianceUSOY

+56.2%

CASSimplify

−3.7%

+56.2%Year to date−3.7%

−25.5%Worst drop · 1Y−24.1%

39.1%Volatility · 1Y25.4%

55.2%Yield74.2%

$74.7MAssets$10.5M

3–1CAS wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CAS, USOY, VIG

74.20%highest, CAS

FundTrailing yieldYield$10k

CAS74.20%$7,420

USOY55.19%$5,519

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,326most kept, CAS

CAS$7,420 − $94 = $7,326

USOY$5,519 − $112 = $5,407

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

CASWorst drop−24.1%25.4% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CASUSOY

−3.7%Year to date+56.2%

74.2%Yield55.2%

−0.7%Past year+56.2%

0.94%Fee1.12%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026