Compare · 2 funds side by side · dividends reinvested

DGRO and CAS

DGROiShares×CASSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

DGRO and CAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.1

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%74.79%−4.5%−1.4%[…][…]−24.1%25.5%$11M1.8

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: DGRO 2014 · CAS 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $46.1B$17,573

DGRO

CAS

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

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

DGROMeasureCAS

+20.6%Year to dateJan 1 → Nov 4−4.5%

+24.5%1 yearTotal return−1.4%

+22.6%3 years · per year$10,000 became $18,408 · […][…]

+11.9%5 years · per year$10,000 became $17,573 · […][…]

0.08%Expense ratio$8 · $94 a year on $10k · lower is better0.94%

1.81%Trailing 12-mo yield$181 · $7,479 a year on $10k74.79%

−6.5%Worst dropSmaller is better−24.1%

9.7%VolatilityLower is calmer25.5%

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

5–1DGRO wins

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

More Ways to See the Pairs

DGRO vs CAS: Top 5 Holdings

Today

DGRO

14.8%in top 5

CAS

in top 524.6%

DGROStockCAS

not top 5SBIL24.6%

3.2%XOMnot top 5

3.0%MSFTnot top 5

3.0%ABBVnot top 5

2.9%AAPLnot top 5

2.7%JNJnot top 5

Held in common0.0%

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

DGRO vs CAS Returns, Every Period

iSharesDGRO

+24.5%

past year

CASSimplify

−1.4%

past year

DGROCASFaded: behind in that period

2–0DGRO wins

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

DGRO vs CAS

YTD

iSharesDGRO

+20.6%

CASSimplify

−4.5%

+20.6%Year to date−4.5%

−6.5%Worst drop · 1Y−24.1%

9.7%Volatility · 1Y25.5%

1.8%Yield74.8%

$46.1BAssets$10.6M

3–1DGRO wins

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

Cost, Income and Risk

Fees: DGRO, CAS

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CAS0.94%$94

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

Yields: DGRO, CAS

74.79%highest, CAS

FundTrailing yieldYield$10k

CAS74.79%$7,479

DGRO1.81%$181

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

Income After Fees on $10,000

$7,385most kept, CAS

CAS$7,479 − $94 = $7,385

DGRO$181 − $8 = $173

KeptFee

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

Overlap: DGRO, CAS

Today

0.0%most shared, DGRO and CAS

DGROCAS

DGRO—0.0%

CAS0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

DGROWorst drop−6.5%9.7% vol

CASWorst drop−24.1%25.5% vol

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

Paid More vs Made More

YTD

CASDGRO

−4.5%Year to date+20.6%

74.8%Yield1.8%

−1.4%Past year+24.5%

0.94%Fee0.08%

3–1DGRO 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