CAS vs JEPQ5YCASCASAvsBJEPQJEPQSimplify China A Shares PLUS Income ETF · $11MJPMorgan Nasdaq Equity Premium Income ETF · $42.6BReturns · dividends in[…]3 years · per year[…] · $16,188+17.4%[…]5 years · per year[…]Cost and income0.94%Expense ratio$94 · $35 on $10k · lower wins0.35%76.40%12-mo yield$7,640 · $1,237 on $10k12.37%Risk · 1 year
$10,000 in CAS, JEPQ, VIG5Y$10k startVIG $16.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CAS, JEPQ, VIGToday26.6%most shared, JEPQ and VIGCASJEPQVIGCAS—0.0%0.0%JEPQ0.0%—26.6%VIG0.0%26.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAS vs JEPQ5YACASSimplify China A Shares PLUS Income[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureCASJEPQFee0.94%0.35%Cost on $10k a year$94$35Yield76.40%12.37%5 years, per year[…][…]3 years, per year[…]+17.4%Worst drop · 1Y−24.1%−11.5%Volatility · 1Y25.5%17.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%76.40%−1.8%−6.5%−3.5%newnew−24.1%$11M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%76.40%−1.8%−6.5%−3.5%newnew−24.1%$11M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: CAS, JEPQ, VIGToday26.6%most shared, JEPQ and VIGCASJEPQVIGCAS—0.0%0.0%JEPQ0.0%—26.6%VIG0.0%26.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7,546most kept, CASCAS$7,640 − $94 = $7,546JEPQ$1,237 − $35 = $1,202VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee