CAS vs IVV

ACAS

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income73.67%CAS · $7,367 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%CAS and IVV

Simplify China A Shares PLUS Income ETF · $11MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.94%Expense ratio$94 · $3 on $10k · lower wins0.03%

73.67%12-mo yield$7,367 · $110 on $10k1.10%

Cards for this view

CAS

Simplify China A Shares PLUS Income

[…]

IVV

iShares Core S&P 500

$17,530

MeasureCASIVV

Fee0.94%0.03%

Cost on $10k a year$94$3

Yield73.67%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−24.1%−8.9%

Volatility · 1Y25.4%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	73.67%	+1.3%	−3.0%	−1.1%	new	new	−24.1%	$11M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	73.67%	+1.3%	−3.0%	−1.1%	new	new	−24.1%	$11M

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