Compare · 3 funds side by side · dividends reinvested

USOY, CAS and VIG

USOYDefiance×CASSimplify×VIGVanguard×

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

02 / 04

USOY, CAS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.2

Simplify China A Shares PLUS Income ETFIncome · Dividend stocks0.94%74.20%−3.7%−0.7%[…][…]−24.1%25.4%$11M2.2

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: USOY 2024 · CAS 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CAS

USOY

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

$10,000 five years ago, dividends reinvested

CASMeasureUSOY

−3.7%Year to dateJan 1 → Nov 9+56.2%

−0.7%1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.94%Expense ratio$94 · $112 a year on $10k · lower is better1.12%

74.20%Trailing 12-mo yield$7,420 · $5,519 a year on $10k55.19%

−24.1%Worst dropSmaller is better−25.5%

25.4%VolatilityLower is calmer39.1%

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

4–2CAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAS vs USOY: Top 5 Holdings

Today

CAS

23.8%in top 5

USOY

in top 5[…]

CASStockUSOY

23.8%SBILnot top 5

Held in common[…]

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

CAS vs USOY Returns, Every Period

SimplifyCAS

−0.7%

past year

USOYDefiance

+56.2%

past year

CASUSOYFaded: behind in that period

0–2USOY wins

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

CAS vs USOY

YTD

SimplifyCAS

−3.7%

USOYDefiance

+56.2%

−3.7%Year to date+56.2%

−24.1%Worst drop · 1Y−25.5%

25.4%Volatility · 1Y39.1%

74.2%Yield55.2%

$10.5MAssets$74.7M

3–1CAS wins

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

Cost, Income and Risk

Fees: USOY, CAS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CAS0.94%$94

USOY1.12%$112

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

Yields: USOY, CAS, VIG

74.20%highest, CAS

FundTrailing yieldYield$10k

CAS74.20%$7,420

USOY55.19%$5,519

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

USOY$5,519 − $112 = $5,407

VIG$146 − $4 = $142

KeptFee

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

Overlap: USOY, CAS, VIG

Today

0.0%most shared, CAS and VIG

USOYCASVIG

USOY—[…][…]

CAS[…]—0.0%

VIG[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

CASWorst drop−24.1%25.4% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CASUSOY

−3.7%Year to date+56.2%

74.2%Yield55.2%

−0.7%Past year+56.2%

0.94%Fee1.12%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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