IVV vs CAS

AIVV

BCAS

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income74.20%CAS · $7,420 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and CAS

IVV

CAS

iShares Core S&P 500 ETF · $875BSimplify China A Shares PLUS Income ETF · $11M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $94 on $10k · lower wins0.94%

1.11%12-mo yield$111 · $7,420 on $10k74.20%

−8.9%Worst dropSmaller wins−24.1%

13.8%VolatilityLower wins25.4%

3–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · CAS

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	74.20%	+1.7%	−3.7%	−0.7%	new	new	−24.1%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	74.20%	+1.7%	−3.7%	−0.7%	new	new	−24.1%	$11M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CAS

IVV

iShares Core S&P 500

$17,545

CAS

Simplify China A Shares PLUS Income

[…]

MeasureIVVCAS

Fee0.03%0.94%

Cost on $10k a year$3$94

Yield1.11%74.20%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−24.1%

Volatility · 1Y13.8%25.4%

3–1measures won
IVV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, CAS, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVCASVOOSPYM

IVV—0.0%92.7%99.9%

CAS0.0%—0.0%0.0%

VOO92.7%0.0%—92.7%

SPYM99.9%0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,326most kept, CAS

CAS$7,420 − $94 = $7,326

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee