CAS vs CGDV

ACAS

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income75.49%CAS · $7,549 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%CAS and CGDV

CAS

CGDV

Simplify China A Shares PLUS Income ETF · $11MCapital Group Dividend Value ETF · $37.9B

[…]3 years · per year[…] · $18,840+23.5%

[…]5 years · per year[…]

0.94%Expense ratio$94 · $33 on $10k · lower wins0.33%

75.49%12-mo yield$7,549 · $127 on $10k1.27%

−24.1%Worst dropSmaller wins−9.7%

25.4%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAS · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.49%	−0.3%	−5.4%	−1.8%	new	new	−24.1%	$11M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.49%	−0.3%	−5.4%	−1.8%	new	new	−24.1%	$11M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAS vs CGDV

CAS

Simplify China A Shares PLUS Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCASCGDV

Fee0.94%0.33%

Cost on $10k a year$94$33

Yield75.49%1.27%

5 years, per year[…][…]

3 years, per year[…]+23.5%

Worst drop · 1Y−24.1%−9.7%

Volatility · 1Y25.4%13.4%

3–1measures won
CGDV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CAS, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

CASCGDVJEPI

CAS—0.0%0.0%

CGDV0.0%—27.1%

JEPI0.0%27.1%—

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

Income After Fees on $10,000

$7,455most kept, CAS

CAS$7,549 − $94 = $7,455

JEPI$809 − $35 = $774

CGDV$127 − $33 = $94

KeptFee

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