Compare · 3 funds side by side · dividends reinvested

CAS, VIG and VYM

CASSimplify×VIGVanguard×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

CAS, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%74.20%−3.7%−0.7%[…][…]−24.1%25.4%$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 9, 2026 · returns include dividends · since: CAS 2025 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

CASMeasureVIG

−3.7%Year to dateJan 1 → Nov 9+14.8%

−0.7%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

74.20%Trailing 12-mo yield$7,420 · $146 a year on $10k1.46%

−24.1%Worst dropSmaller is better−7.9%

25.4%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAS vs VIG: Top 5 Holdings

Today

CAS

23.8%in top 5

VIG

in top 522.1%

CASStockVIG

23.8%SBILnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

CAS vs VIG Returns, Every Period

SimplifyCAS

−0.7%

past year

VIGVanguard

+17.6%

past year

CASVIGFaded: behind in that period

0–2VIG wins

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

CAS vs VYM

YTD

SimplifyCAS

−3.7%

VYMVanguard

+15.4%

−3.7%Year to date+15.4%

−24.1%Worst drop · 1Y−6.7%

25.4%Volatility · 1Y10.8%

74.2%Yield2.3%

$10.5MAssets$78.9B

3–1VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAS, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

CAS0.94%$94

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

Yields: CAS, VIG, VYM

74.20%highest, CAS

FundTrailing yieldYield$10k

CAS74.20%$7,420

VYM2.26%$226

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

VYM$226 − $4 = $222

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CAS, VIG, VYM

Today

60.6%most shared, VIG and VYM

CASVIGVYM

CAS—0.0%0.0%

VIG0.0%—60.6%

VYM0.0%60.6%—

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

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

VIGWorst drop−7.9%11.0% vol

CASWorst drop−24.1%25.4% vol

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

Paid More vs Made More

YTD

CASVYM

−3.7%Year to date+15.4%

74.2%Yield2.3%

−0.7%Past year+19.5%

0.94%Fee0.04%

3–1VYM wins

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