HIGH vs CDX

AHIGH

BCDX

Measures won0–5CDX wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.36%CDX · $836 on $10k

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common73.7%HIGH and CDX

HIGH

CDX

Simplify Enhanced Income ETF · $55MSimplify High Yield ETF · $302M

+1.0%3 years · per year$10,292 · $11,865+5.9%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $50 on $10k · lower wins0.50%

6.40%12-mo yield$640 · $836 on $10k8.36%

−6.9%Worst dropSmaller wins−5.9%

7.8%VolatilityLower wins6.3%

0–5CDX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHIGH · CDX

86.4%SBIL73.7%

Held in common73.7%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AHIGH	Simplify Enhanced Income ETFRead Desk	0.61%	6.40%	−2.1%	−3.8%	−5.6%	+1.0%	new	−6.9%	$55M
3	BCDX	Simplify High Yield ETFRead Desk	0.50%	8.36%	−1.0%	−5.0%	−5.2%	+5.9%	new	−5.9%	$302M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AHIGH	Simplify Enhanced Income ETFRead Desk	0.61%	6.40%	−2.1%	−3.8%	−5.6%	+1.0%	new	−6.9%	$55M
3	BCDX	Simplify High Yield ETFRead Desk	0.50%	8.36%	−1.0%	−5.0%	−5.2%	+5.9%	new	−5.9%	$302M

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

Cards for this view

HIGH vs CDX

HIGH

Simplify Enhanced Income

[…]

CDX

Simplify High Yield

[…]

MeasureHIGHCDX

Fee0.61%0.50%

Cost on $10k a year$61$50

Yield6.40%8.36%

5 years, per year[…][…]

3 years, per year+1.0%+5.9%

Worst drop · 1Y−6.9%−5.9%

Volatility · 1Y7.8%6.3%

5–0measures won
CDX first

73.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HIGH, CDX, SCHD

Today

73.7%most shared, HIGH and CDX

HIGHCDXSCHD

HIGH—73.7%0.0%

CDX73.7%—3.5%

SCHD0.0%3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$786most kept, CDX

CDX$836 − $50 = $786

HIGH$640 − $61 = $579

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee