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	19.77	-0.45%	576.92M	0.30%	-	7.59%
SCHD	Schwab US Dividend Equity ETF	33.47	0.18%	103.72B	0.06%	17.60	3.13%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	58.25	0.57%	39.88B	0.35%	33.99	10.75%
SPYI	NEOS S&P 500 High Income ETF	52.86	0.65%	10.98B	0.68%	26.77	11.94%
AGG	iShares Core U.S. Aggregate Bond ETF	97.37	-0.26%	137.75B	0.03%	-	4.05%

Average Return

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	-0.43%	4.50%	-	-	1.90%
SCHD	24.03%	29.28%	9.54%	12.65%	13.39%
JEPQ	6.05%	17.46%	-	-	15.55%
SPYI	7.96%	16.85%	-	-	14.51%
AGG	-0.56%	2.77%	-0.40%	1.32%	3.03%

Top 25 Holdings

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	95.79%
2	TYU6.Comdty	US 10YR NOTE (CBT)SEP26	15.99%
3	IRS.R SOFR 1215/2027 12/15/2037	IRS R SOFR 12/15/2027 12/15/2037	7.26%
4	TII.2.125 01.15.35	TII 2 1/8 01/15/35 Govt	4.30%
5	USU6C.118.0 Comdty	US BOND Fut Opt Sep26C 118	-0.00%
6	USV6C.114.0 Comdty	US Bond Fut Opt Oct26C 114	-0.02%
7	USV6P.106.0 Comdty	US Bond Fut Opt Oct26P 106	-0.14%
8	Cash	Cash	-0.22%
9	IRS.P 3.896 1215/2027 12/15/2037	IRS P 3.896 12/15/2027 12/15/2037	-6.97%
10	n/a	n/a	n/a
11	n/a	n/a	n/a
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	ABT	Abbott Laboratories	4.71%
2	AMGN	Amgen Inc.	4.35%
3	MRK	Merck & Co., Inc.	4.32%
4	KO	The Coca-Cola Company	4.29%
5	UNH	UnitedHealth Group Incorporated	4.24%
6	HD	The Home Depot, Inc.	4.10%
7	PG	The Procter & Gamble Company	3.96%
8	VZ	Verizon Communications Inc.	3.84%
9	CVX	Chevron Corporation	3.84%
10	PEP	PepsiCo, Inc.	3.82%
11	COP	ConocoPhillips	3.60%
12	TXN	Texas Instruments Incorporated	3.34%
13	BMY	Bristol-Myers Squibb Company	3.22%
14	MO	Altria Group, Inc.	3.13%
15	LMT	Lockheed Martin Corporation	2.89%
16	ADP	Automatic Data Processing, Inc.	2.73%
17	ACN	Accenture plc	2.66%
18	BX	Blackstone Inc.	2.40%
19	QCOM	QUALCOMM Incorporated	2.36%
20	CMCSA	Comcast Corporation	2.19%
21	UPS	United Parcel Service, Inc.	1.95%
22	EOG	EOG Resources, Inc.	1.94%
23	SLB	SLB N.V.	1.83%
24	TGT	Target Corporation	1.66%
25	F	Ford Motor Company	1.50%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	6.91%
2	AAPL	Apple Inc.	6.41%
3	GOOG	Alphabet Inc.	5.28%
4	MSFT	Microsoft Corporation	5.03%
5	AMZN	Amazon.com, Inc.	4.34%
6	MU	Micron Technology, Inc.	4.10%
7	AMD	Advanced Micro Devices, Inc.	3.26%
8	META	Meta Platforms, Inc.	2.42%
9	AVGO	Broadcom Inc.	2.29%
10	LRCX	Lam Research Corporation	2.02%
11	JIMXX	JPMorgan Prime Money Market Fund Class IM	1.86%
12	TSLA	Tesla, Inc.	1.84%
13	WMT	Walmart Inc.	1.81%
14	STX	Seagate Technology Holdings plc	1.78%
15	CSCO	Cisco Systems, Inc.	1.36%
16	NFLX	Netflix, Inc.	1.28%
17	COST	Costco Wholesale Corporation	1.24%
18	PANW	Palo Alto Networks, Inc.	1.21%
19	n/a	NDX_5	1.19%
20	n/a	NDX_3	1.19%
21	n/a	NDX_4	1.19%
22	n/a	NDX_30	1.17%
23	n/a	NDX_2	1.17%
24	n/a	NDX_1	1.16%
25	n/a	NDX_6	1.15%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	AAPL	Apple Inc.	7.64%
2	NVDA	NVIDIA Corporation	7.42%
3	MSFT	Microsoft Corporation	5.25%
4	AMZN	Amazon.com, Inc.	3.62%
5	GOOGL	Alphabet Inc.	3.08%
6	AVGO	Broadcom Inc.	2.89%
7	GOOG	Alphabet Inc.	2.48%
8	META	Meta Platforms, Inc.	1.84%
9	MU	Micron Technology, Inc.	1.52%
10	JPM	JPMorgan Chase & Co.	1.48%
11	BRK.B	Berkshire Hathaway Inc.	1.46%
12	LLY	Eli Lilly and Company	1.42%
13	TSLA	Tesla, Inc.	1.37%
14	AMD	Advanced Micro Devices, Inc.	1.23%
15	XOM	ExxonMobil Holdings Corporation	1.03%
16	JNJ	Johnson & Johnson	0.96%
17	V	Visa Inc.	0.96%
18	WMT	Walmart Inc.	0.76%
19	MA	Mastercard Incorporated	0.73%
20	ABBV	AbbVie Inc.	0.71%
21	CSCO	Cisco Systems, Inc.	0.70%
22	INTC	Intel Corporation	0.67%
23	COST	Costco Wholesale Corporation	0.65%
24	n/a	Cash Offset	0.65%
25	BAC	Bank of America Corporation	0.63%
View SPYI holdings

AGG - iShares Core U.S. Aggregate Bond ETF
No.	Symbol	Name	Weight
1	n/a	BLACKROCK CASH CL INST SL AGENCY	2.85%
2	n/a	TREASURY NOTE - 4.63 2035-02-15	0.42%
3	n/a	TREASURY NOTE - 4.0 2030-02-28	0.41%
4	n/a	TREASURY NOTE - 4.25 2034-11-15	0.41%
5	n/a	TREASURY NOTE - 4.38 2034-05-15	0.40%
6	n/a	TREASURY NOTE (OLD) - 4.13 2036-02-15	0.40%
7	n/a	TREASURY NOTE - 3.88 2034-08-15	0.40%
8	n/a	TREASURY NOTE - 4.25 2035-08-15	0.39%
9	n/a	TREASURY NOTE - 4.25 2035-05-15	0.39%
10	n/a	TREASURY NOTE - 4.5 2033-11-15	0.39%
11	n/a	TREASURY NOTE - 4.0 2034-02-15	0.39%
12	n/a	TREASURY NOTE (2OLD) - 4.0 2035-11-15	0.38%
13	n/a	TREASURY NOTE - 3.88 2028-07-15	0.36%
14	n/a	TREASURY NOTE - 3.88 2028-06-15	0.36%
15	n/a	TREASURY NOTE - 3.88 2033-08-15	0.35%
16	n/a	TREASURY NOTE - 3.63 2028-08-15	0.33%
17	n/a	TREASURY NOTE - 2.88 2032-05-15	0.33%
18	n/a	TREASURY NOTE - 3.63 2030-08-31	0.33%
19	n/a	TREASURY NOTE (2OLD) - 4.13 2031-05-31	0.32%
20	n/a	TREASURY NOTE - 3.88 2031-04-30	0.32%
21	n/a	TREASURY NOTE - 1.38 2031-11-15	0.32%
22	n/a	TREASURY NOTE - 3.38 2033-05-15	0.31%
23	n/a	TREASURY NOTE - 3.5 2031-02-28	0.31%
24	n/a	TREASURY NOTE - 3.5 2033-02-15	0.31%
25	n/a	TREASURY NOTE - 3.5 2028-01-31	0.31%
View AGG holdings

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