CAS vs VOO
Simplify China A Shares PLUS Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CAS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.88% | 0.03% | |
| AUM | $12M | $979.0B | |
| Dividend Yield | 20.81% | 1.09% | |
| Holdings | 39 | 509 | |
| YTD Return | +9.42% | +13.44% | |
| 1Y Return | +2.50% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 28.0% | 14.1% | |
| Max Drawdown | -24.1% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 13, 2025 | Sep 7, 2010 |
CAS vs VOO Performance
Simplify China A Shares PLUS Income ETF (CAS) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CAS returned +2.50% while VOO returned +22.62%. Year to date, CAS is up 9.42% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
CAS has been the more volatile fund, with annualized monthly volatility of 28.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.1% for CAS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CAS charges 0.88% per year while VOO charges 0.03%. On a $10,000 position that is $88 vs $3 annually, a gap of $85 per year that compounds over a long holding period. On income, CAS currently yields 20.81% against 1.09% for VOO.
Holdings Overlap
CAS and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAS or VOO?
CAS has an expense ratio of 0.88% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $85 per year of difference.
Which performed better, CAS or VOO?
Over the past year CAS returned +2.50% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CAS annualized +18.39% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, CAS or VOO?
CAS has been the more volatile fund at 28.0% annualized versus 14.1% for VOO. Worst drawdown: CAS -24.1% vs VOO -34.3%.
Should I hold both CAS and VOO?
CAS and VOO have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CAS and VOO?
CAS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, CAS or VOO?
CAS yields 20.81% while VOO yields 1.09%, so CAS currently pays the higher dividend yield.
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