Compare · 2 funds side by side · dividends reinvested

CRDT and VIG

CRDTSimplify×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

CRDT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

Simplify Opportunistic Income ETFIncome · Dividend stocks0.97%6.39%−5.7%−4.4%+1.1%[…]−15.6%11.3%$26M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CRDT 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Opportunistic Income ETF · $26M[…]

CRDT

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

CRDTMeasureVIG

−5.7%Year to dateJan 1 → Nov 4+16.4%

−4.4%1 yearTotal return+18.9%

+1.1%3 years · per year$10,000 became $10,320 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.97%Expense ratio$97 · $4 a year on $10k · lower is better0.04%

6.39%Trailing 12-mo yield$639 · $144 a year on $10k1.44%

−15.6%Worst dropSmaller is better−7.9%

11.3%VolatilityLower is calmer10.2%

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

1–6VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CRDT vs VIG: Top 5 Holdings

Today

CRDT

6.3%in top 5

VIG

in top 522.1%

CRDTStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.0%RITMnot top 5

1.2%BHRnot top 5

0.8%WWnot top 5

0.6%DXnot top 5

0.6%NLYnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CRDT vs VIG Returns, Every Period

SimplifyCRDT

−4.4%

past year

VIGVanguard

+18.9%

past year

CRDTVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CRDT vs VIG

YTD

SimplifyCRDT

−5.7%

VIGVanguard

+16.4%

−5.7%Year to date+16.4%

−15.6%Worst drop · 1Y−7.9%

11.3%Volatility · 1Y10.2%

6.4%Yield1.4%

$26.2MAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CRDT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CRDT0.97%$97

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CRDT, VIG

6.39%highest, CRDT

FundTrailing yieldYield$10k

CRDT6.39%$639

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$542most kept, CRDT

CRDT$639 − $97 = $542

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CRDT, VIG

Today

0.0%most shared, CRDT and VIG

CRDTVIG

CRDT—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

CRDTWorst drop−15.6%11.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CRDTVIG

−5.7%Year to date+16.4%

6.4%Yield1.4%

−4.4%Past year+18.9%

0.97%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026