Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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CASSCHDVOO
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CAS is #433 of 582 this yearShow all 582

SCHD vs CAS

YTD
SCHDSchwabCASSimplify
Year to date
SCHD wins+39.8 pts
Past year
SCHD wins+43.0 pts
Fee
SCHD winslower fee
Yield
CAS wins+71.9 pts
AUM
SCHD11628.9× more
3–1SCHD wins
SCHD and CAS · year-to-date · as of Nov 5, 2026 · AUM not scored
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CAS vs S&P 500

1M$20.39 · +3.9% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−10%−5%0%−9.4%S&P 500 −1.6%Oct 6, 2026Nov 4, 2026
Return1D1M ▼3MYTD1Y3Y5YMAX
Total return+3.9%−9.4%−13.0%−4.5%−1.4%——+44.0%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Simplify CAS and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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CAS’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%2.9%+1.9%+35.3%+41.6%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.4%+2.1%+16.4%+18.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.2%+1.2%+17.2%+21.2%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+2.2%+20.6%+24.5%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+1.4%+14.6%+17.5%$39.0B
6CASSimplify China A Shares PLUS Income ETFThis fund0.94%74.8%+3.9%−4.5%−1.4%$10.6M
#312 of 324 this year · #335 cheapest of 402 · sorted by assetsOpen the Income table →
CAS and its peer group · total return · as of Nov 5, 2026
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Cards for This View

CAS’s Top 10 Holdings

Today

CAS reports no holdings we can show: […]

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CAS vs Peer Average

YTD
CASAvsBPeer average
1D+3.9%+1.3%
1M−9.4%+1.1%
3M−13.0%−0.2%
YTD−4.5%+11.0%
1Y−1.4%+13.9%
3Y[…]+63.0%
5Y[…]+52.8%
1–4Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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SCHD vs CAS

YTD
SCHDSchwabCASSimplify
Year to date
SCHD wins+39.8 pts
Past year
SCHD wins+43.0 pts
Fee
SCHD winslower fee
Yield
CAS wins+71.9 pts
AUM
SCHD11628.9× more
3–1SCHD wins
SCHD and CAS · year-to-date · as of Nov 5, 2026 · AUM not scored
@TheETFTracker·theetftracker.com