CAS vs SPY5YCASCASAvsBSPYSPYSimplify China A Shares PLUS Income ETF · $11MState Street SPDR S&P 500 ETF · $793BReturns · dividends in[…]3 years · per year[…] · $18,083+21.8%[…]5 years · per year[…] · $17,481+11.8%Cost and income0.94%Expense ratio$94 · $9 on $10k · lower wins0.09%73.67%12-mo yield$7,367 · $100 on $10k1.00%
Overlap: CAS, SPY, VTIToday85.7%most shared, SPY and VTICASSPYVTICAS—0.0%0.0%SPY0.0%—85.7%VTI0.0%85.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CAS vs SPY5YACASSimplify China A Shares PLUS Income[…]vsSPYBSPDR S&P 500$17,481MeasureCASSPYFee0.94%0.09%Cost on $10k a year$94$9Yield73.67%1.00%5 years, per year[…]+11.8%3 years, per year[…]+21.8%Worst drop · 1Y−24.1%−8.9%Volatility · 1Y25.4%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.05%+1.3%+12.6%+13.0%+21.7%+10.8%−8.9%$689.2B3ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%73.67%+1.3%−3.0%−1.1%newnew−24.1%$11MEnd-of-day Nov 11, 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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.05%+1.3%+12.6%+13.0%+21.7%+10.8%−8.9%$689.2B3ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%73.67%+1.3%−3.0%−1.1%newnew−24.1%$11MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VTI vs ITOTYTDVanguardVTIVA+12.6%vsBiSITOTiShares+12.5%Jan 1Nov 11+12.6%+12.5%+12.6%Year to date+12.5%1.1%Yield1.0%$689BAssets$96.5B2–0VTI winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: CAS, SPY, VTIToday85.7%most shared, SPY and VTICASSPYVTICAS—0.0%0.0%SPY0.0%—85.7%VTI0.0%85.7%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7,273most kept, CASCAS$7,367 − $94 = $7,273VTI$106 − $3 = $103SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee