Compare · 2 funds side by side · dividends reinvested

SCHD and CAS

SCHDSchwab×CASSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and CAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

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: SCHD 2011 · CAS 2025

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

CAS

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

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

SCHDMeasureCAS

+35.3%Year to dateJan 1 → Nov 4−4.5%

+41.6%1 yearTotal return−1.4%

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $94 a year on $10k · lower is better0.94%

2.91%Trailing 12-mo yield$291 · $7,479 a year on $10k74.79%

−6.9%Worst dropSmaller is better−24.1%

11.5%VolatilityLower is calmer25.5%

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

5–1SCHD wins

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

More Ways to See the Pairs

SCHD vs CAS: Top 5 Holdings

Today

SCHD

21.6%in top 5

CAS

in top 524.6%

SCHDStockCAS

not top 5SBIL24.6%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common0.0%

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

SCHD vs CAS Returns, Every Period

SchwabSCHD

+41.6%

past year

CASSimplify

−1.4%

past year

SCHDCASFaded: behind in that period

2–0SCHD wins

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

SCHD vs CAS

YTD

SchwabSCHD

+35.3%

CASSimplify

−4.5%

+35.3%Year to date−4.5%

−6.9%Worst drop · 1Y−24.1%

11.5%Volatility · 1Y25.5%

2.9%Yield74.8%

$123BAssets$10.6M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, CAS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CAS0.94%$94

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

Yields: SCHD, CAS

74.79%highest, CAS

FundTrailing yieldYield$10k

CAS74.79%$7,479

SCHD2.91%$291

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

SCHD$291 − $6 = $285

KeptFee

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

Overlap: SCHD, CAS

Today

0.0%most shared, SCHD and CAS

SCHDCAS

SCHD—0.0%

CAS0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% 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

CASSCHD

−4.5%Year to date+35.3%

74.8%Yield2.9%

−1.4%Past year+41.6%

0.94%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026