DGRO vs CAS

ADGRO

BCAS

Measures won3–1DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income75.49%CAS · $7,549 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 · $44.7BSimplify China A Shares PLUS Income ETF · $11M

+20.7%3 years · per year$17,593 · […][…]

+11.0%5 years · per year$16,835 · […][…]

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

1.87%12-mo yield$187 · $7,549 on $10k75.49%

−6.5%Worst dropSmaller wins−24.1%

10.2%VolatilityLower wins25.4%

3–1DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDGRO · CAS

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.49%	−0.3%	−5.4%	−1.8%	new	new	−24.1%	$11M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.49%	−0.3%	−5.4%	−1.8%	new	new	−24.1%	$11M

End-of-day Nov 6, 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

$16,835

CAS

Simplify China A Shares PLUS Income

[…]

MeasureDGROCAS

Fee0.08%0.94%

Cost on $10k a year$8$94

Yield1.87%75.49%

5 years, per year+11.0%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−6.5%−24.1%

Volatility · 1Y10.2%25.4%

3–1measures won
DGRO first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DGRO, CAS, SCHD

Today

21.3%most shared, DGRO and SCHD

DGROCASSCHD

DGRO—0.0%21.3%

CAS0.0%—0.0%

SCHD21.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,455most kept, CAS

CAS$7,549 − $94 = $7,455

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee