USOY vs CAS

AUSOY

BCAS

Measures won0–4CAS wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income75.12%CAS · $7,512 on $10k

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

Held in common[…]USOY and CAS

USOY

CAS

Oil Enhanced Options Income ETF · $79MSimplify China A Shares PLUS Income ETF · $11M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.12%Expense ratio$112 · $94 on $10k · lower wins0.94%

54.64%12-mo yield$5,464 · $7,512 on $10k75.12%

−25.5%Worst dropSmaller wins−24.1%

39.0%VolatilityLower wins25.4%

0–4CAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSOY · CAS

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

Held in common[…]

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	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M
3	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.12%	−0.5%	−4.9%	+0.2%	new	new	−24.1%	$11M

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	AUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	54.64%	+0.9%	+60.8%	+59.4%	new	new	−25.5%	$79M
3	BCAS	Simplify China A Shares PLUS Income ETFRead Desk	0.94%	75.12%	−0.5%	−4.9%	+0.2%	new	new	−24.1%	$11M

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

USOY vs CAS

USOY

Oil Enhanced Options Income

[…]

CAS

Simplify China A Shares PLUS Income

[…]

MeasureUSOYCAS

Fee1.12%0.94%

Cost on $10k a year$112$94

Yield54.64%75.12%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.5%−24.1%

Volatility · 1Y39.0%25.4%

4–0measures won
CAS first

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: USOY, CAS, SCHD

Today

0.0%most shared, CAS and SCHD

USOYCASSCHD

USOY—[…][…]

CAS[…]—0.0%

SCHD[…]0.0%—

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

Income After Fees on $10,000

$7,418most kept, CAS

CAS$7,512 − $94 = $7,418

USOY$5,464 − $112 = $5,352

SCHD$298 − $6 = $292

KeptFee

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