Compare · 4 funds side by side · dividends reinvested

USOY, CAS, VIG and SCHD

USOYDefiance×CASSimplify×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

USOY, CAS, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.7

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%75.49%−5.4%−1.8%[…][…]−24.1%25.4%$11M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USOY 2024 · CAS 2025 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $75M[…]

USOY

CAS

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

$10,000 five years ago, dividends reinvested

USOYMeasureCAS

+61.1%Year to dateJan 1 → Nov 6−5.4%

+60.0%1 yearTotal return−1.8%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $94 a year on $10k · lower is better0.94%

53.52%Trailing 12-mo yield$5,352 · $7,549 a year on $10k75.49%

−25.5%Worst dropSmaller is better−24.1%

39.0%VolatilityLower is calmer25.4%

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

2–4CAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USOY vs CAS: Top 5 Holdings

Today

USOY

[…]in top 5

CAS

in top 523.7%

USOYStockCAS

not top 5SBIL23.7%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

USOY vs CAS Returns, Every Period

DefianceUSOY

+60.0%

past year

CASSimplify

−1.8%

past year

USOYCASFaded: behind in that period

2–0USOY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USOY vs CAS

YTD

DefianceUSOY

+61.1%

CASSimplify

−5.4%

+61.1%Year to date−5.4%

−25.5%Worst drop · 1Y−24.1%

39.0%Volatility · 1Y25.4%

53.5%Yield75.5%

$74.7MAssets$10.5M

3–1CAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, CAS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CAS0.94%$94

USOY1.12%$112

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USOY, CAS, VIG, SCHD

75.49%highest, CAS

FundTrailing yieldYield$10k

CAS75.49%$7,549

USOY53.52%$5,352

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,455most kept, CAS

CAS$7,549 − $94 = $7,455

USOY$5,352 − $112 = $5,240

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USOY, CAS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

USOYCASVIGSCHD

USOY—[…][…][…]

CAS[…]—0.0%0.0%

VIG[…]0.0%—14.5%

SCHD[…]0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+60.0%USOY, at 39.0% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CASWorst drop−24.1%25.4% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CASUSOY

−5.4%Year to date+61.1%

75.5%Yield53.5%

−1.8%Past year+60.0%

0.94%Fee1.12%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026