CAS vs VIG5YCASCASAvsBVIGVIGSimplify China A Shares PLUS Income ETF · $11MVanguard Dividend Appreciation ETF · $109BReturns · dividends in[…]3 years · per year[…] · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.94%Expense ratio$94 · $4 on $10k · lower wins0.04%76.40%12-mo yield$7,640 · $145 on $10k1.45%
Overlap: CAS, VIG, JEPIToday31.6%most shared, VIG and JEPICASVIGJEPICAS—0.0%0.0%VIG0.0%—31.6%JEPI0.0%31.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAS vs VIG5YACASSimplify China A Shares PLUS Income[…]vsVIGBVanguard Dividend Appreciation$16,513MeasureCASVIGFee0.94%0.04%Cost on $10k a year$94$4Yield76.40%1.45%5 years, per year[…]+10.6%3 years, per year[…]+18.9%Worst drop · 1Y−24.1%−7.9%Volatility · 1Y25.5%11.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%76.40%−1.8%−6.5%−3.5%newnew−24.1%$11MEnd-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▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACASSimplify China A Shares PLUS Income ETFReadDesk0.94%76.40%−1.8%−6.5%−3.5%newnew−24.1%$11MEnd-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, VIG, JEPIToday31.6%most shared, VIG and JEPICASVIGJEPICAS—0.0%0.0%VIG0.0%—31.6%JEPI0.0%31.6%—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 = $7,546JEPI$787 − $35 = $752VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee