Compare · 3 funds side by side · dividends reinvested

CAS, VOO and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

CAS, VOO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

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 · VOO 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

CASMeasureVOO

−3.7%Year to dateJan 1 → Nov 9+11.3%

−0.7%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.94%Expense ratio$94 · $3 a year on $10k · lower is better0.03%

74.20%Trailing 12-mo yield$7,420 · $107 a year on $10k1.07%

−24.1%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer13.7%

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

1–5VOO 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 VOO: Top 5 Holdings

Today

CAS

23.8%in top 5

VOO

in top 528.3%

CASStockVOO

23.8%SBILnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

CAS vs VOO Returns, Every Period

SimplifyCAS

−0.7%

past year

VOOVanguard

+13.6%

past year

CASVOOFaded: behind in that period

0–2VOO wins

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

Income vs Core: CAS vs VOO

YTD

SimplifyCAS

−3.7%

VOOVanguard

+11.3%

−3.7%Year to date+11.3%

−24.1%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y13.7%

74.2%Yield1.1%

$10.5MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: CAS, VOO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

CAS0.94%$94

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

Yields: CAS, VOO, SPYM

74.20%highest, CAS

FundTrailing yieldYield$10k

CAS74.20%$7,420

VOO1.07%$107

SPYM1.03%$103

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

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: CAS, VOO, SPYM

Today

92.7%most shared, VOO and SPYM

CASVOOSPYM

CAS—0.0%0.0%

VOO0.0%—92.7%

SPYM0.0%92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% 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

CASSPYM

−3.7%Year to date+11.3%

74.2%Yield1.0%

−0.7%Past year+13.6%

0.94%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026