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	20.27	0.30%	474.52M	0.30%	-	7.55%
SCHD	Schwab US Dividend Equity ETF	32.07	1.97%	89.23B	0.06%	17.36	3.29%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	59.27	0.46%	37.16B	0.35%	34.19	10.43%
SPYI	NEOS S&P 500 High Income ETF	52.40	0.50%	9.15B	0.68%	27.47	11.90%
AGG	iShares Core U.S. Aggregate Bond ETF	99.10	0.14%	135.21B	0.03%	-	3.95%

Average Return

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	0.28%	5.95%	-	-	2.19%
SCHD	17.90%	28.66%	8.94%	12.88%	13.24%
JEPQ	4.75%	29.01%	-	-	16.25%
SPYI	3.86%	25.21%	-	-	14.37%
AGG	0.19%	4.00%	0.20%	1.65%	3.10%

Top 25 Holdings

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	94.51%
2	TYM6.Comdty	US 10YR NOTE (CBT)JUN26	15.19%
3	IRS.R SOFR 1215/2027 12/15/2037	IRS R SOFR 12/15/2027 12/15/2037	8.83%
4	TII.2.125 01.15.35	TII 2 1/8 01/15/35 Govt	5.35%
5	Cash	Cash	0.10%
6	USM6C.120.0 Comdty	US Bond Fut Opt Jun26C 120	-0.00%
7	USM6P.106.0 Comdty	US Bond Fut Opt Jun26P 106	-0.00%
8	USM6C.119.0 Comdty	US Bond Fut Opt Jun26C 119	-0.00%
9	USM6P.109.0 Comdty	US Bond Fut Opt Jun26P 109	-0.03%
10	USM6P.110.0 Comdty	US Bond Fut Opt Jun26P 110	-0.04%
11	IRS.P 3.896 1215/2027 12/15/2037	IRS P 3.896 12/15/2027 12/15/2037	-8.71%
12	n/a	n/a	n/a
13	n/a	n/a	n/a
14	n/a	n/a	n/a
15	n/a	n/a	n/a
16	n/a	n/a	n/a
17	n/a	n/a	n/a
18	n/a	n/a	n/a
19	n/a	n/a	n/a
20	n/a	n/a	n/a
21	n/a	n/a	n/a
22	n/a	n/a	n/a
23	n/a	n/a	n/a
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	TXN	Texas Instruments Incorporated	5.29%
2	UNH	UnitedHealth Group Incorporated	5.07%
3	QCOM	QUALCOMM Incorporated	4.16%
4	CVX	Chevron Corporation	4.09%
5	KO	The Coca-Cola Company	4.05%
6	COP	ConocoPhillips	3.96%
7	PEP	PepsiCo, Inc.	3.85%
8	PG	The Procter & Gamble Company	3.81%
9	VZ	Verizon Communications Inc.	3.73%
10	MRK	Merck & Co., Inc.	3.69%
11	AMGN	Amgen Inc.	3.62%
12	HD	The Home Depot, Inc.	3.60%
13	ABT	Abbott Laboratories	3.35%
14	BMY	Bristol-Myers Squibb Company	3.08%
15	MO	Altria Group, Inc.	2.96%
16	ACN	Accenture plc	2.84%
17	LMT	Lockheed Martin Corporation	2.69%
18	CMCSA	Comcast Corporation	2.58%
19	BX	Blackstone Inc.	2.36%
20	SLB	SLB N.V.	2.16%
21	ADP	Automatic Data Processing, Inc.	2.08%
22	UPS	United Parcel Service, Inc.	2.00%
23	EOG	EOG Resources, Inc.	1.91%
24	TGT	Target Corporation	1.50%
25	OKE	ONEOK, Inc.	1.47%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	8.21%
2	AAPL	Apple Inc.	6.32%
3	GOOG	Alphabet Inc.	5.76%
4	MSFT	Microsoft Corporation	5.16%
5	AMZN	Amazon.com, Inc.	4.73%
6	META	Meta Platforms, Inc.	3.30%
7	MU	Micron Technology, Inc.	2.92%
8	AVGO	Broadcom Inc.	2.72%
9	JIMXX	JPMorgan Prime Money Market Fund	2.66%
10	AMD	Advanced Micro Devices, Inc.	2.59%
11	TSLA	Tesla, Inc.	2.44%
12	WMT	Walmart Inc.	2.37%
13	LRCX	Lam Research Corporation	1.93%
14	NFLX	Netflix, Inc.	1.84%
15	STX	Seagate Technology Holdings plc	1.48%
16	COST	Costco Wholesale Corporation	1.46%
17	ADI	Analog Devices, Inc.	1.28%
18	INTC	Intel Corporation	1.26%
19	CSCO	Cisco Systems, Inc.	1.20%
20	n/a	NDX_27	1.13%
21	n/a	NDX_29	1.12%
22	n/a	NDX_28	1.11%
23	PLTR	Palantir Technologies Inc.	1.07%
24	n/a	NDX_26	0.99%
25	n/a	NDX_24	0.97%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	8.63%
2	AAPL	Apple Inc.	6.74%
3	MSFT	Microsoft Corporation	5.32%
4	AMZN	Amazon.com, Inc.	4.23%
5	GOOGL	Alphabet Inc.	3.39%
6	AVGO	Broadcom Inc.	3.15%
7	GOOG	Alphabet Inc.	2.70%
8	META	Meta Platforms, Inc.	2.51%
9	TSLA	Tesla, Inc.	1.76%
10	BRK.B	Berkshire Hathaway Inc.	1.48%
11	JPM	JPMorgan Chase & Co.	1.39%
12	LLY	Eli Lilly and Company	1.18%
13	XOM	Exxon Mobil Corporation	1.04%
14	MU	Micron Technology, Inc.	0.94%
15	WMT	Walmart Inc.	0.94%
16	JNJ	Johnson & Johnson	0.92%
17	AMD	Advanced Micro Devices, Inc.	0.89%
18	V	Visa Inc.	0.88%
19	n/a	Cash Offset	0.81%
20	COST	Costco Wholesale Corporation	0.74%
21	MA	Mastercard Incorporated	0.70%
22	NFLX	Netflix, Inc.	0.66%
23	INTC	Intel Corporation	0.65%
24	CAT	Caterpillar Inc.	0.64%
25	ABBV	AbbVie Inc.	0.59%
View SPYI holdings

AGG - iShares Core U.S. Aggregate Bond ETF
No.	Symbol	Name	Weight
1	n/a	BLACKROCK CASH CL INST SL AGENCY	2.66%
2	n/a	TREASURY NOTE - 4.63 2035-02-15	0.43%
3	n/a	TREASURY NOTE - 4.25 2034-11-15	0.43%
4	n/a	TREASURY NOTE - 4.0 2030-02-28	0.42%
5	n/a	TREASURY NOTE - 4.5 2033-11-15	0.41%
6	n/a	TREASURY NOTE - 3.88 2034-08-15	0.41%
7	n/a	TREASURY NOTE - 4.25 2035-05-15	0.40%
8	n/a	TREASURY NOTE (2OLD) - 4.25 2035-08-15	0.40%
9	n/a	TREASURY NOTE (OLD) - 4.0 2035-11-15	0.40%
10	n/a	TREASURY NOTE - 4.0 2034-02-15	0.39%
11	n/a	TREASURY NOTE - 4.38 2034-05-15	0.38%
12	n/a	TREASURY NOTE - 3.88 2033-08-15	0.36%
13	n/a	TREASURY NOTE - 3.38 2033-05-15	0.34%
14	n/a	TREASURY NOTE - 2.88 2032-05-15	0.34%
15	n/a	TREASURY NOTE - 3.63 2030-08-31	0.33%
16	n/a	TREASURY NOTE - 1.38 2031-11-15	0.33%
17	n/a	TREASURY NOTE (2OLD) - 3.5 2031-02-28	0.33%
18	n/a	TREASURY NOTE - 3.5 2033-02-15	0.32%
19	n/a	TREASURY NOTE - 3.5 2028-01-31	0.31%
20	n/a	TREASURY NOTE - 3.63 2030-12-31	0.31%
21	n/a	TREASURY NOTE - 4.0 2030-05-31	0.31%
22	n/a	TREASURY NOTE - 3.88 2030-06-30	0.30%
23	n/a	TREASURY NOTE - 4.13 2032-11-15	0.30%
24	n/a	TREASURY NOTE - 1.88 2032-02-15	0.29%
25	n/a	TREASURY NOTE - 3.63 2030-09-30	0.29%
View AGG holdings

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