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	20.24	0.05%	489.52M	0.30%	-	7.56%
SCHD	Schwab US Dividend Equity ETF	32.83	1.80%	95.23B	0.06%	17.62	3.22%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	60.21	0.17%	38.34B	0.35%	35.18	10.26%
SPYI	NEOS S&P 500 High Income ETF	53.38	0.23%	9.67B	0.68%	27.33	11.73%
AGG	iShares Core U.S. Aggregate Bond ETF	98.44	0.10%	134.85B	0.03%	-	3.98%

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	0.13%	9.84%	-	-	2.12%
SCHD	20.69%	31.09%	8.91%	13.21%	13.37%
JEPQ	7.48%	28.72%	-	-	16.73%
SPYI	6.88%	23.96%	-	-	15.00%
AGG	-0.14%	5.76%	0.11%	1.62%	3.07%

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	76.50%
2	n/a	10 Year Treasury Note Future June 26	19.20%
3	n/a	Irs R Sofr 12/15/2027 12/15/2037	6.88%
4	TII.2.125 01.15.35	United States Treasury Notes 2.125%	4.13%
5	n/a	Us Bond Fut Opt Jun26c 120	0.00%
6	n/a	Us Bond Fut Opt Jun26p 106	0.00%
7	n/a	Us Bond Fut Opt Jun26c 119	0.00%
8	n/a	Cash	-0.01%
9	n/a	Us Bond Fut Opt Aug26c 116	-0.02%
10	n/a	Us Bond Fut Opt Jul26p 105	-0.02%
11	n/a	Irs P 3.896 12/15/2027 12/15/2037	-6.68%
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	5.80%
2	QCOM	QUALCOMM Incorporated	5.76%
3	UNH	UnitedHealth Group Incorporated	5.15%
4	KO	The Coca-Cola Company	4.09%
5	CVX	Chevron Corporation	4.04%
6	MRK	Merck & Co., Inc.	3.79%
7	COP	ConocoPhillips	3.74%
8	VZ	Verizon Communications Inc.	3.71%
9	PEP	PepsiCo, Inc.	3.57%
10	PG	The Procter & Gamble Company	3.56%
11	AMGN	Amgen Inc.	3.50%
12	HD	The Home Depot, Inc.	3.34%
13	MO	Altria Group, Inc.	3.13%
14	BMY	Bristol-Myers Squibb Company	3.07%
15	ABT	Abbott Laboratories	3.05%
16	ACN	Accenture plc	2.77%
17	LMT	Lockheed Martin Corporation	2.68%
18	CMCSA	Comcast Corporation	2.28%
19	BX	Blackstone Inc.	2.25%
20	ADP	Automatic Data Processing, Inc.	2.24%
21	SLB	SLB N.V.	2.17%
22	EOG	EOG Resources, Inc.	1.92%
23	UPS	United Parcel Service, Inc.	1.84%
24	OKE	ONEOK, Inc.	1.47%
25	TGT	Target Corporation	1.45%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.69%
2	AAPL	Apple Inc.	6.58%
3	GOOG	Alphabet Inc.	5.73%
4	MSFT	Microsoft Corporation	4.63%
5	AMZN	Amazon.com, Inc.	4.36%
6	MU	Micron Technology, Inc.	3.86%
7	AMD	Advanced Micro Devices, Inc.	3.27%
8	META	Meta Platforms, Inc.	2.74%
9	TSLA	Tesla, Inc.	2.54%
10	AVGO	Broadcom Inc.	2.53%
11	LRCX	Lam Research Corporation	2.16%
12	WMT	Walmart Inc.	2.03%
13	STX	Seagate Technology Holdings plc	1.70%
14	NFLX	Netflix, Inc.	1.61%
15	CSCO	Cisco Systems, Inc.	1.47%
16	INTC	Intel Corporation	1.46%
17	COST	Costco Wholesale Corporation	1.37%
18	ADI	Analog Devices, Inc.	1.18%
19	JIMXX	JPMorgan Prime Money Market Fund	1.16%
20	n/a	NDX_8	1.12%
21	n/a	NDX_6	1.10%
22	n/a	NDX_7	1.09%
23	n/a	NDX_2	1.08%
24	n/a	NDX_5	1.05%
25	n/a	NDX_4	1.03%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	8.41%
2	AAPL	Apple Inc.	7.09%
3	MSFT	Microsoft Corporation	4.95%
4	AMZN	Amazon.com, Inc.	4.15%
5	GOOGL	Alphabet Inc.	3.60%
6	AVGO	Broadcom Inc.	3.08%
7	GOOG	Alphabet Inc.	2.87%
8	META	Meta Platforms, Inc.	2.08%
9	TSLA	Tesla, Inc.	1.86%
10	FXFXX	First American Treasury Obligations Fund	1.47%
11	BRK.B	Berkshire Hathaway Inc.	1.38%
12	MU	Micron Technology, Inc.	1.36%
13	LLY	Eli Lilly and Company	1.32%
14	JPM	JPMorgan Chase & Co.	1.28%
15	AMD	Advanced Micro Devices, Inc.	1.16%
16	XOM	Exxon Mobil Corporation	1.02%
17	INTC	Intel Corporation	0.88%
18	JNJ	Johnson & Johnson	0.88%
19	V	Visa Inc.	0.87%
20	WMT	Walmart Inc.	0.84%
21	CSCO	Cisco Systems, Inc.	0.74%
22	COST	Costco Wholesale Corporation	0.73%
23	n/a	Cash Offset	0.73%
24	MA	Mastercard Incorporated	0.64%
25	CAT	Caterpillar Inc.	0.64%
View SPYI holdings

AGG - iShares Core U.S. Aggregate Bond ETF
No.	Symbol	Name	Weight
1	n/a	BLACKROCK CASH CL INST SL AGENCY	2.52%
2	n/a	TREASURY NOTE - 4.63 2035-02-15	0.43%
3	n/a	TREASURY NOTE - 4.0 2030-02-28	0.42%
4	n/a	TREASURY NOTE - 4.25 2034-11-15	0.41%
5	n/a	TREASURY NOTE - 3.88 2034-08-15	0.41%
6	n/a	TREASURY NOTE - 4.5 2033-11-15	0.40%
7	n/a	TREASURY NOTE - 4.25 2035-08-15	0.40%
8	n/a	TREASURY NOTE - 4.25 2035-05-15	0.39%
9	n/a	TREASURY NOTE - 4.0 2034-02-15	0.39%
10	n/a	TREASURY NOTE - 4.38 2034-05-15	0.39%
11	n/a	TREASURY NOTE (2OLD) - 4.0 2035-11-15	0.39%
12	n/a	TREASURY NOTE (OLD) - 4.13 2036-02-15	0.37%
13	n/a	TREASURY NOTE - 3.88 2028-06-15	0.37%
14	n/a	TREASURY NOTE - 3.88 2033-08-15	0.35%
15	n/a	TREASURY NOTE - 2.88 2032-05-15	0.34%
16	n/a	TREASURY NOTE - 3.63 2030-08-31	0.33%
17	n/a	TREASURY NOTE - 3.38 2033-05-15	0.33%
18	n/a	TREASURY NOTE - 1.38 2031-11-15	0.32%
19	n/a	TREASURY NOTE (2OLD) - 3.5 2031-02-28	0.32%
20	n/a	TREASURY NOTE - 3.5 2028-01-31	0.32%
21	n/a	TREASURY NOTE - 3.5 2033-02-15	0.32%
22	n/a	TREASURY NOTE - 3.63 2030-12-31	0.31%
23	n/a	TREASURY NOTE - 4.0 2030-05-31	0.31%
24	n/a	TREASURY NOTE (OLD) - 3.88 2031-03-31	0.31%
25	n/a	TREASURY NOTE - 3.88 2030-06-30	0.30%
View AGG holdings