SCHD vs CAS

ASCHD

BCAS

Measures won3–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income74.20%CAS · $7,420 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SCHD and CAS

SCHD

CAS

Schwab U.S. Dividend Equity ETF · $122BSimplify China A Shares PLUS Income ETF · $11M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $94 on $10k · lower wins0.94%

2.96%12-mo yield$296 · $7,420 on $10k74.20%

−6.9%Worst dropSmaller wins−24.1%

11.8%VolatilityLower wins25.4%

3–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · 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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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

SCHD vs CAS

SCHD

Schwab U.S. Dividend Equity

$16,459

CAS

Simplify China A Shares PLUS Income

[…]

MeasureSCHDCAS

Fee0.06%0.94%

Cost on $10k a year$6$94

Yield2.96%74.20%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−24.1%

Volatility · 1Y11.8%25.4%

3–1measures won
SCHD first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

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

Overlap: SCHD, CAS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDCASVIG

SCHD—0.0%14.5%

CAS0.0%—0.0%

VIG14.5%0.0%—

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

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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