CAS vs VIG5YCASCASAvsBVIGVIGSimplify China A Shares PLUS Income ETF · $11MVanguard Dividend Appreciation ETF · $109BReturns · dividends in[…]3 years · per year[…] · $16,811+18.9%[…]5 years · per year[…] · $16,653+10.7%Cost and income0.94%Expense ratio$94 · $4 on $10k · lower wins0.04%73.67%12-mo yield$7,367 · $145 on $10k1.45%
Overlap: CAS, VIG, IVVToday43.0%most shared, VIG and IVVCASVIGIVVCAS—0.0%0.0%VIG0.0%—43.0%IVV0.0%43.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CAS vs VIG5YACASSimplify China A Shares PLUS Income[…]vsVIGBVanguard Dividend Appreciation$16,653MeasureCASVIGFee0.94%0.04%Cost on $10k a year$94$4Yield73.67%1.45%5 years, per year[…]+10.7%3 years, per year[…]+18.9%Worst drop · 1Y−24.1%−7.9%Volatility · 1Y25.4%11.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B3ACASSimplify 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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B3ACASSimplify 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
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
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
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: CAS, VIG, IVVToday43.0%most shared, VIG and IVVCASVIGIVVCAS—0.0%0.0%VIG0.0%—43.0%IVV0.0%43.0%—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 = $7,273VIG$145 − $4 = $141IVV$110 − $3 = $107KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee