Compare · 2 funds side by side · dividends reinvested

SPBC and VIG

SPBCSimplify×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,525SPBC · best of the two

02 / 04

SPBC 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%$109B1.3

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.80%+12.9%+11.0%+28.6%+14.3%−11.7%15.5%$43M1.8

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: SPBC 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $43M$19,525

SPBC

VIG

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

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

SPBCMeasureVIG

+12.9%Year to dateJan 1 → Nov 4+16.4%

+11.0%1 yearTotal return+18.9%

+28.6%3 years · per year$10,000 became $21,291 · $17,533+20.6%

+14.3%5 years · per year$10,000 became $19,525 · $17,005+11.2%

0.53%Expense ratio$53 · $4 a year on $10k · lower is better0.04%

0.80%Trailing 12-mo yield$80 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−7.9%

15.5%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

SPBC vs VIG: Top 5 Holdings

Today

SPBC

88.7%in top 5

VIG

in top 522.1%

SPBCStockVIG

80.1%IVVnot top 5

8.5%HODLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

SPBC vs VIG Returns, Every Period

SimplifySPBC

+14.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SPBCVIGFaded: behind in that period

2–2Level

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

Crypto vs Income: SPBC vs VIG

YTD

SimplifySPBC

+12.9%

VIGVanguard

+16.4%

+12.9%Year to date+16.4%

−11.7%Worst drop · 1Y−7.9%

15.5%Volatility · 1Y10.2%

0.8%Yield1.4%

$42.6MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SPBC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SPBC0.53%$53

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

Yields: SPBC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SPBC0.80%$80

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SPBC$80 − $53 = $27

KeptFee

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

Overlap: SPBC, VIG

Today

0.0%most shared, SPBC and VIG

SPBCVIG

SPBC—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

SPBCWorst drop−11.7%15.5% vol

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

Paid More vs Made More

YTD

VIGSPBC

+16.4%Year to date+12.9%

1.4%Yield0.8%

+18.9%Past year+11.0%

0.04%Fee0.53%

4–0VIG 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