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	20.40	0.29%	434.16M	0.30%	-	7.55%
SCHD	Schwab US Dividend Equity ETF	30.56	0.16%	84.45B	0.06%	17.61	3.46%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	55.59	0.13%	34.53B	0.35%	32.84	11.12%
SPYI	NEOS S&P 500 High Income ETF	49.72	0.14%	8.25B	0.68%	26.25	12.41%
AGG	iShares Core U.S. Aggregate Bond ETF	99.23	0.23%	137.31B	0.03%	-	3.94%

Average Return

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	0.33%	3.91%	-	-	2.24%
SCHD	12.35%	13.89%	8.36%	12.27%	12.94%
JEPQ	-1.76%	20.32%	-	-	14.70%
SPYI	-2.44%	16.94%	-	-	12.72%
AGG	0.32%	4.29%	0.29%	1.70%	3.11%

Top 25 Holdings

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	93.71%
2	TYM6.Comdty	US 10YR NOTE (CBT)JUN26	12.02%
3	IRS.R SOFR 1215/2027 12/15/2037	IRS R SOFR 12/15/2027 12/15/2037	9.60%
4	TII.2.125 01.15.35	TII 2 1/8 01/15/35 Govt	5.26%
5	B.0 04.14.26	B 4/14/26 Govt	0.51%
6	Cash	Cash	0.50%
7	USK6C.120.0 Comdty	US Bond Fut Opt May26C 120	-0.01%
8	TUK6P.103.375 Comdty	US 2YR Fut Opt May26P 103.375	-0.01%
9	USK6C.119.0 Comdty	US Bond Fut Opt May26C 119	-0.01%
10	USK6P.109.0 Comdty	US Bond Fut Opt May26P 109	-0.01%
11	USM6P.106.0 Comdty	US Bond Fut Opt Jun26P 106	-0.02%
12	IRS.P 3.896 1215/2027 12/15/2037	IRS P 3.896 12/15/2027 12/15/2037	-9.53%
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	CVX	Chevron Corporation	4.39%
2	COP	ConocoPhillips	4.19%
3	MRK	Merck & Co., Inc.	4.16%
4	KO	The Coca-Cola Company	4.03%
5	TXN	Texas Instruments Incorporated	4.02%
6	VZ	Verizon Communications Inc.	3.99%
7	PEP	PepsiCo, Inc.	3.91%
8	UNH	UnitedHealth Group Incorporated	3.89%
9	AMGN	Amgen Inc.	3.86%
10	PG	The Procter & Gamble Company	3.77%
11	ABT	Abbott Laboratories	3.75%
12	HD	The Home Depot, Inc.	3.70%
13	QCOM	QUALCOMM Incorporated	3.62%
14	BMY	Bristol-Myers Squibb Company	3.35%
15	LMT	Lockheed Martin Corporation	3.33%
16	ACN	Accenture plc	3.23%
17	MO	Altria Group, Inc.	2.93%
18	CMCSA	Comcast Corporation	2.68%
19	BX	Blackstone Inc.	2.28%
20	ADP	Automatic Data Processing, Inc.	2.16%
21	EOG	EOG Resources, Inc.	2.03%
22	SLB	SLB N.V.	1.99%
23	UPS	United Parcel Service, Inc.	1.93%
24	OKE	ONEOK, Inc.	1.46%
25	TGT	Target Corporation	1.45%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.42%
2	AAPL	Apple Inc.	6.39%
3	GOOG	Alphabet Inc.	5.19%
4	MSFT	Microsoft Corporation	4.82%
5	AMZN	Amazon.com, Inc.	4.02%
6	JIMXX	JPMorgan Prime Money Market Fund	3.26%
7	META	Meta Platforms, Inc.	3.01%
8	TSLA	Tesla, Inc.	2.50%
9	WMT	Walmart Inc.	2.48%
10	AVGO	Broadcom Inc.	2.25%
11	MU	Micron Technology, Inc.	2.20%
12	NFLX	Netflix, Inc.	2.11%
13	LRCX	Lam Research Corporation	1.81%
14	AMD	Advanced Micro Devices, Inc.	1.78%
15	COST	Costco Wholesale Corporation	1.59%
16	PLTR	Palantir Technologies Inc.	1.23%
17	n/a	NDX_11	1.18%
18	n/a	NDX_14	1.18%
19	n/a	NDX_12	1.18%
20	n/a	NDX_13	1.18%
21	n/a	NDX_9	1.17%
22	n/a	NDX_10	1.16%
23	n/a	NDX_8	1.16%
24	n/a	NDX_7	1.15%
25	n/a	NDX_6	1.15%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.57%
2	AAPL	Apple Inc.	6.72%
3	MSFT	Microsoft Corporation	4.88%
4	AMZN	Amazon.com, Inc.	3.65%
5	GOOGL	Alphabet Inc.	3.07%
6	AVGO	Broadcom Inc.	2.63%
7	GOOG	Alphabet Inc.	2.44%
8	META	Meta Platforms, Inc.	2.24%
9	TSLA	Tesla, Inc.	1.90%
10	BRK.B	Berkshire Hathaway Inc.	1.57%
11	JPM	JPMorgan Chase & Co.	1.44%
12	LLY	Eli Lilly and Company	1.36%
13	XOM	Exxon Mobil Corporation	1.21%
14	JNJ	Johnson & Johnson	1.05%
15	WMT	Walmart Inc.	0.97%
16	V	Visa Inc.	0.89%
17	COST	Costco Wholesale Corporation	0.79%
18	n/a	Cash Offset	0.75%
19	MU	Micron Technology, Inc.	0.73%
20	NFLX	Netflix, Inc.	0.72%
21	MA	Mastercard Incorporated	0.71%
22	ABBV	AbbVie Inc.	0.67%
23	CVX	Chevron Corporation	0.65%
24	AMD	Advanced Micro Devices, Inc.	0.60%
25	PG	The Procter & Gamble Company	0.60%
View SPYI holdings

AGG - iShares Core U.S. Aggregate Bond ETF
No.	Symbol	Name	Weight
1	n/a	BLACKROCK CASH CL INST SL AGENCY	3.03%
2	n/a	TREASURY NOTE - 3.63 2030-12-31	0.43%
3	n/a	TREASURY NOTE - 4.38 2034-05-15	0.43%
4	n/a	TREASURY NOTE - 4.63 2035-02-15	0.42%
5	n/a	TREASURY NOTE - 4.25 2034-11-15	0.42%
6	n/a	TREASURY NOTE - 4.0 2034-02-15	0.41%
7	n/a	TREASURY NOTE (OLD) - 4.0 2035-11-15	0.41%
8	n/a	TREASURY NOTE - 4.5 2033-11-15	0.41%
9	n/a	TREASURY NOTE - 4.0 2030-02-28	0.41%
10	n/a	TREASURY NOTE - 3.88 2034-08-15	0.40%
11	n/a	TREASURY NOTE - 4.25 2035-05-15	0.39%
12	n/a	TREASURY NOTE - 3.38 2027-11-30	0.39%
13	n/a	TREASURY NOTE (2OLD) - 4.25 2035-08-15	0.39%
14	n/a	TREASURY NOTE - 3.88 2033-08-15	0.35%
15	n/a	TREASURY NOTE - 3.5 2033-02-15	0.35%
16	n/a	TREASURY NOTE - 1.38 2031-11-15	0.34%
17	n/a	TREASURY NOTE - 3.38 2033-05-15	0.34%
18	n/a	TREASURY NOTE - 2.88 2032-05-15	0.33%
19	n/a	TREASURY NOTE - 3.63 2030-08-31	0.33%
20	n/a	TREASURY NOTE (2OLD) - 3.5 2028-01-31	0.33%
21	n/a	TREASURY NOTE - 3.63 2030-09-30	0.32%
22	n/a	TREASURY NOTE - 4.0 2030-05-31	0.30%
23	n/a	TREASURY NOTE - 3.38 2027-12-31	0.29%
24	n/a	TREASURY NOTE - 1.25 2031-08-15	0.29%
25	n/a	TREASURY NOTE - 4.25 2029-02-28	0.29%
View AGG holdings

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