Compare · 3 funds side by side · dividends reinvested

SCHD, CAS and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

SCHD, CAS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

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: SCHD 2011 · CAS 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

CAS

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

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

SCHDMeasureCAS

+33.2%Year to dateJan 1 → Nov 9−3.7%

+39.1%1 yearTotal return−0.7%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

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

2.96%Trailing 12-mo yield$296 · $7,420 a year on $10k74.20%

−6.9%Worst dropSmaller is better−24.1%

11.8%VolatilityLower is calmer25.4%

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

5–1SCHD wins

End-of-day Nov 9, 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

21.4%in top 5

CAS

in top 523.8%

SCHDStockCAS

not top 5SBIL23.8%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs CAS Returns, Every Period

SchwabSCHD

+39.1%

past year

CASSimplify

−0.7%

past year

SCHDCASFaded: behind in that period

2–0SCHD wins

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

SCHD vs CAS

YTD

SchwabSCHD

+33.2%

CASSimplify

−3.7%

+33.2%Year to date−3.7%

−6.9%Worst drop · 1Y−24.1%

11.8%Volatility · 1Y25.4%

3.0%Yield74.2%

$122BAssets$10.5M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, CAS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CAS0.94%$94

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

Yields: SCHD, CAS, VIG

74.20%highest, CAS

FundTrailing yieldYield$10k

CAS74.20%$7,420

SCHD2.96%$296

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

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: SCHD, CAS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDCASVIG

SCHD—0.0%14.5%

CAS0.0%—0.0%

VIG14.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% 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

CASSCHD

−3.7%Year to date+33.2%

74.2%Yield3.0%

−0.7%Past year+39.1%

0.94%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$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

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