CAS vs DGRO

ACAS

BDGRO

Measures won1–3DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · JEPI $14,322

Lowest cost0.08%DGRO · $8 on $10k

Most income77.80%CAS · $7,780 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%CAS and DGRO

CAS

DGRO

Simplify China A Shares PLUS Income ETF · $10MiShares Core Dividend Growth ETF · $45.1B

[…]3 years · per year[…] · $18,210+22.1%

[…]5 years · per year[…] · $17,027+11.2%

0.94%Expense ratio$94 · $8 on $10k · lower wins0.08%

77.80%12-mo yield$7,780 · $185 on $10k1.85%

−24.1%Worst dropSmaller wins−6.5%

25.2%VolatilityLower wins9.5%

1–3DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAS · DGRO

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

Held in common0.0%

End-of-day Nov 3, 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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	77.80%	−0.9%	−8.2%	−5.2%	new	new	−24.1%	$10M

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	77.80%	−0.9%	−8.2%	−5.2%	new	new	−24.1%	$10M

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

Cards for this view

CAS vs DGRO

CAS

Simplify China A Shares PLUS Income

[…]

DGRO

iShares Core Dividend Growth

$17,027

MeasureCASDGRO

Fee0.94%0.08%

Cost on $10k a year$94$8

Yield77.80%1.85%

5 years, per year[…]+11.2%

3 years, per year[…]+22.1%

Worst drop · 1Y−24.1%−6.5%

Volatility · 1Y25.2%9.5%

3–1measures won
DGRO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: CAS, DGRO, JEPI

Today

34.0%most shared, DGRO and JEPI

CASDGROJEPI

CAS—0.0%0.0%

DGRO0.0%—34.0%

JEPI0.0%34.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,686most kept, CAS

CAS$7,780 − $94 = $7,686

JEPI$796 − $35 = $761

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee