AGGH vs. SCHD vs. JEPQ vs. SPYI vs. AGG

AGGH

SCHD

JEPQ

SPYI

AGG

Comparison

Symbol	Company Name	Stock Price	% Change	Assets	Exp. Ratio	PE Ratio	Div. Yield
AGGH	Simplify Aggregate Bond ETF	20.64	-0.10%	360.05M	0.30%	-	7.56%
SCHD	Schwab US Dividend Equity ETF	31.01	1.67%	78.51B	0.06%	16.38	3.38%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	57.68	-1.60%	34.40B	0.35%	34.95	10.64%
SPYI	NEOS S&P 500 High Income ETF	52.40	-0.42%	7.55B	0.68%	27.50	11.76%
AGG	iShares Core U.S. Aggregate Bond ETF	99.64	-0.06%	138.32B	0.03%	-	3.90%

Average Return

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	0.34%	7.86%	-	-	2.33%
SCHD	13.05%	16.26%	11.23%	13.26%	13.14%
JEPQ	0.03%	13.82%	-	-	15.91%
SPYI	0.78%	15.50%	-	-	14.41%
AGG	0.08%	6.63%	-0.20%	1.83%	3.13%

Top 25 Holdings

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	92.84%
2	TYH6.Comdty	US 10YR NOTE (CBT)MAR26	29.90%
3	IRS.R SOFR 1215/2027 12/15/2037	IRS R SOFR 12/15/2027 12/15/2037	11.17%
4	TII.2.125 01.15.35	TII 2 1/8 01/15/35 Govt	4.40%
5	Cash	Cash	1.40%
6	B.0 03.31.26	B 3/31/26 Govt	0.75%
7	B.0 04.14.26	B 4/14/26 Govt	0.59%
8	B.0 03.03.26	B 3/3/26 Govt	0.53%
9	USH6C.119.0 Comdty	US Bond Fut Opt Mar26C 119	-0.00%
10	USH6P.111.0 Comdty	US BOND FUTR OPTN Mar26P 111 Comdty	-0.01%
11	USH6C.118.0 Comdty	US Bond Fut Opt Mar26C 118	-0.01%
12	USH6P.112.0 Comdty	US Bond Fut Opt Mar26P 112	-0.01%
13	USH6C.117.0 Comdty	US Bond Fut Opt Mar26C 117	-0.01%
14	USJ6P.108.0 Comdty	US Bond Fut Opt Apr26P 108	-0.01%
15	USJ6C.120.0 Comdty	US Bond Fut Opt Apr26C 120	-0.02%
16	USJ6P.109.0 Comdty	US Bond Fut Opt Apr26P 109	-0.02%
17	USH6P.113.0 Comdty	US Bond Fut Opt Mar26P 113	-0.02%
18	USH6C.116.0 Comdty	US Bond Fut Opt Mar26C 116	-0.03%
19	USJ6P.110.0 Comdty	US Bond Fut Opt Apr26P 110	-0.03%
20	USH6P.114.0 Comdty	US Bond Fut Opt Mar26P 114	-0.04%
21	CDX.IG CDSI 45 5Y	CDX IG CDSI 45 5Y	-0.48%
22	USH6.Comdty	US LONG BOND(CBT) MAR26	-2.73%
23	IRS.P 3.896 1215/2027 12/15/2037	IRS P 3.896 12/15/2027 12/15/2037	-10.99%
24	n/a	n/a	n/a
25	n/a	n/a	n/a
View AGGH holdings

SCHD - Schwab US Dividend Equity ETF
No.	Symbol	Name	Weight
1	LMT	Lockheed Martin Corporation	4.91%
2	TXN	Texas Instruments Incorporated	4.37%
3	CVX	Chevron Corporation	4.32%
4	COP	ConocoPhillips	4.20%
5	VZ	Verizon Communications Inc.	4.05%
6	BMY	Bristol-Myers Squibb Company	4.00%
7	MRK	Merck & Co., Inc.	3.99%
8	MO	Altria Group, Inc.	3.93%
9	KO	The Coca-Cola Company	3.91%
10	HD	The Home Depot, Inc.	3.88%
11	PEP	PepsiCo, Inc.	3.84%
12	CSCO	Cisco Systems, Inc.	3.73%
13	AMGN	Amgen Inc.	3.66%
14	ABBV	AbbVie Inc.	3.59%
15	UPS	United Parcel Service, Inc.	2.99%
16	SLB	SLB N.V.	2.75%
17	EOG	EOG Resources, Inc.	2.31%
18	VLO	Valero Energy Corporation	2.10%
19	F	Ford Motor Company	2.07%
20	OKE	ONEOK, Inc.	1.90%
21	FAST	Fastenal Company	1.89%
22	TGT	Target Corporation	1.82%
23	PAYX	Paychex, Inc.	1.27%
24	FITB	Fifth Third Bancorp	1.26%
25	KMB	Kimberly-Clark Corporation	1.26%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.20%
2	AAPL	Apple Inc.	6.42%
3	GOOG	Alphabet Inc.	5.73%
4	MSFT	Microsoft Corporation	5.07%
5	AMZN	Amazon.com, Inc.	4.36%
6	META	Meta Platforms, Inc.	3.46%
7	MGMXX	JPMorgan U.S. Government Money Market Fund	2.89%
8	TSLA	Tesla, Inc.	2.79%
9	WMT	Walmart Inc.	2.41%
10	MU	Micron Technology, Inc.	2.41%
11	AVGO	Broadcom Inc.	2.19%
12	AMD	Advanced Micro Devices, Inc.	1.89%
13	LRCX	Lam Research Corporation	1.82%
14	NFLX	Netflix, Inc.	1.63%
15	COST	Costco Wholesale Corporation	1.46%
16	PLTR	Palantir Technologies Inc.	1.25%
17	n/a	NDX_22	1.20%
18	n/a	NDX_21	1.18%
19	CSCO	Cisco Systems, Inc.	1.14%
20	n/a	NDX_20	1.13%
21	n/a	NDX_8	1.13%
22	n/a	NDX_19	1.13%
23	n/a	NDX_18	1.12%
24	n/a	NDX_16	1.10%
25	n/a	NDX_9	1.10%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.94%
2	AAPL	Apple Inc.	6.57%
3	MSFT	Microsoft Corporation	5.47%
4	AMZN	Amazon.com, Inc.	3.96%
5	GOOGL	Alphabet Inc.	3.35%
6	GOOG	Alphabet Inc.	2.69%
7	META	Meta Platforms, Inc.	2.66%
8	AVGO	Broadcom Inc.	2.66%
9	TSLA	Tesla, Inc.	2.07%
10	BRK.B	Berkshire Hathaway Inc.	1.51%
11	JPM	JPMorgan Chase & Co.	1.42%
12	LLY	Eli Lilly and Company	1.41%
13	XOM	Exxon Mobil Corporation	1.04%
14	JNJ	Johnson & Johnson	0.94%
15	V	Visa Inc.	0.94%
16	WMT	Walmart Inc.	0.89%
17	MU	Micron Technology, Inc.	0.81%
18	MA	Mastercard Incorporated	0.76%
19	COST	Costco Wholesale Corporation	0.72%
20	FXFXX	First American Treasury Obligations Fund	0.68%
21	n/a	Cash Offset	0.67%
22	ABBV	AbbVie Inc.	0.67%
23	HD	The Home Depot, Inc.	0.66%
24	AMD	Advanced Micro Devices, Inc.	0.66%
25	BAC	Bank of America Corporation	0.62%
View SPYI holdings

AGG - iShares Core U.S. Aggregate Bond ETF
No.	Symbol	Name	Weight
1	n/a	BLACKROCK CASH CL INST SL AGENCY	2.91%
2	n/a	TREASURY NOTE - 4.63 2035-02-15	0.43%
3	n/a	TREASURY NOTE - 4.38 2034-05-15	0.43%
4	n/a	TREASURY NOTE - 4.0 2034-02-15	0.42%
5	n/a	TREASURY NOTE - 4.25 2034-11-15	0.42%
6	n/a	TREASURY NOTE - 4.0 2030-02-28	0.42%
7	n/a	TREASURY NOTE - 3.88 2034-08-15	0.41%
8	n/a	TREASURY NOTE - 4.5 2033-11-15	0.41%
9	n/a	TREASURY NOTE (2OLD) - 4.25 2035-05-15	0.40%
10	n/a	TREASURY NOTE (OLD) - 4.25 2035-08-15	0.38%
11	n/a	TREASURY NOTE - 1.38 2031-11-15	0.38%
12	n/a	TREASURY NOTE (OTR) - 4.0 2035-11-15	0.36%
13	n/a	TREASURY NOTE - 3.5 2033-02-15	0.36%
14	n/a	TREASURY NOTE - 3.88 2033-08-15	0.36%
15	n/a	TREASURY NOTE - 3.38 2033-05-15	0.34%
16	n/a	TREASURY NOTE - 2.88 2032-05-15	0.33%
17	n/a	TREASURY NOTE - 3.63 2030-08-31	0.33%
18	n/a	TREASURY NOTE - 3.63 2030-09-30	0.32%
19	n/a	TREASURY NOTE - 4.0 2030-05-31	0.30%
20	n/a	TREASURY NOTE - 4.25 2029-02-28	0.30%
21	n/a	TREASURY NOTE - 1.25 2031-08-15	0.30%
22	n/a	TREASURY NOTE (OLD) - 3.38 2027-12-31	0.29%
23	n/a	TREASURY NOTE - 1.88 2032-02-15	0.29%
24	n/a	TREASURY NOTE - 3.88 2030-06-30	0.29%
25	n/a	TREASURY NOTE - 4.13 2032-11-15	0.29%
View AGG holdings

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