CAS vs SCHD

ACAS

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,638

Lowest cost0.03%IVV · $3 on $10k

Most income74.24%CAS · $7,424 on $10k

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

Held in common0.0%CAS and SCHD

CAS

SCHD

Simplify China A Shares PLUS Income ETF · $11MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,118+19.6%

[…]5 years · per year[…] · $16,454+10.5%

0.94%Expense ratio$94 · $6 on $10k · lower wins0.06%

74.24%12-mo yield$7,424 · $296 on $10k2.96%

−24.1%Worst dropSmaller wins−6.9%

25.4%VolatilityLower wins11.8%

1–3SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCAS · SCHD

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	74.24%	+1.7%	−3.8%	−0.7%	new	new	−24.1%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	ACAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	74.24%	+1.7%	−3.8%	−0.7%	new	new	−24.1%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAS vs SCHD

CAS

Simplify China A Shares PLUS Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureCASSCHD

Fee0.94%0.06%

Cost on $10k a year$94$6

Yield74.24%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−24.1%−6.9%

Volatility · 1Y25.4%11.8%

3–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: CAS, SCHD, IVV, VIG

Today

42.8%most shared, IVV and VIG

CASSCHDIVVVIG

CAS—0.0%0.0%0.0%

SCHD0.0%—8.7%14.5%

IVV0.0%8.7%—42.8%

VIG0.0%14.5%42.8%—

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

Income After Fees on $10,000

$7,330most kept, CAS

CAS$7,424 − $94 = $7,330

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

IVV$114 − $3 = $111

KeptFee

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