Compare · 3 funds side by side · dividends reinvested

SPUC, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SPUC, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

Simplify US Equity Income ETFIncome · Dividend stocks0.53%15.84%+6.9%+6.7%+24.3%+10.8%−10.4%15.9%$264M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPUC 2020 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity Income ETF · $264M$16,694

SPUC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

SPUCMeasureSCHD

+6.9%Year to dateJan 1 → Nov 5+32.3%

+6.7%1 yearTotal return+38.7%

+24.3%3 years · per year$10,000 became $19,208 · $17,414+20.3%

+10.8%5 years · per year$10,000 became $16,694 · $16,375+10.4%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

15.84%Trailing 12-mo yield$1,584 · $298 a year on $10k2.98%

−10.4%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

SPUC vs SCHD: Top 5 Holdings

Today

SPUC

99.7%in top 5

SCHD

in top 521.7%

SPUCStockSCHD

99.7%IVVnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SPUC vs SCHD Returns, Every Period

SimplifySPUC

+10.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SPUCSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPUC vs SCHD

YTD

SimplifySPUC

+6.9%

SCHDSchwab

+32.3%

+6.9%Year to date+32.3%

−10.4%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.7%

15.8%Yield3.0%

$264MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPUC, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

SPUC0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPUC, SCHD, VOO

15.84%highest, SPUC

FundTrailing yieldYield$10k

SPUC15.84%$1,584

SCHD2.98%$298

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,531most kept, SPUC

SPUC$1,584 − $53 = $1,531

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPUC, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

SPUCSCHDVOO

SPUC—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

SPUCWorst drop−10.4%15.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPUCSCHD

+6.9%Year to date+32.3%

15.8%Yield3.0%

+6.7%Past year+38.7%

0.53%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026