DGRO vs CAS

ADGRO

BCAS

Measures won3–1DGRO wins · of 6 · 5Y

$10,000 · 5Y$17,573DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income74.79%CAS · $7,479 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%DGRO and CAS

DGRO

CAS

iShares Core Dividend Growth ETF · $46.1BSimplify China A Shares PLUS Income ETF · $11M

+22.6%3 years · per year$18,408 · […][…]

+11.9%5 years · per year$17,573 · […][…]

0.08%Expense ratio$8 · $94 on $10k · lower wins0.94%

1.81%12-mo yield$181 · $7,479 on $10k74.79%

−6.5%Worst dropSmaller wins−24.1%

9.7%VolatilityLower wins25.5%

3–1DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGRO · CAS

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	BCAS	Simplify China A Shares PLUS Income ETFRead Desk		0.94%	74.79%	+3.9%	−4.5%	−1.4%	new	new	−24.1%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.81%	+2.2%	+20.6%	+24.5%	+22.6%	+11.9%	−6.5%	$46.1B
2	BCAS	Simplify China A Shares PLUS Income ETFRead Desk		0.94%	74.79%	+3.9%	−4.5%	−1.4%	new	new	−24.1%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DGRO vs CAS

DGRO

iShares Core Dividend Growth

$17,573

CAS

Simplify China A Shares PLUS Income

[…]

MeasureDGROCAS

Fee0.08%0.94%

Cost on $10k a year$8$94

Yield1.81%74.79%

5 years, per year+11.9%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−6.5%−24.1%

Volatility · 1Y9.7%25.5%

3–1measures won
DGRO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DGRO, CAS

Today

0.0%most shared, DGRO and CAS

DGROCAS

DGRO—0.0%

CAS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,385most kept, CAS

CAS$7,479 − $94 = $7,385

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee