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	19.32	-1.05%	541.28M	0.30%	-	7.71%
SCHD	Schwab US Dividend Equity ETF	33.28	-1.36%	110.50B	0.06%	17.94	3.17%
JEPQ	JPMorgan NASDAQ Equity Premium Income ETF	61.10	-0.11%	43.57B	0.35%	32.24	11.07%
SPYI	NEOS S&P 500 High Income ETF	53.44	-0.52%	12.33B	0.68%	25.18	11.86%
AGG	iShares Core U.S. Aggregate Bond ETF	95.41	-0.87%	137.67B	0.03%	-	4.15%

Average Return

Symbol	Year-to-date	1 Year	5 Years	10 Years	Inception
AGGH	-2.13%	-0.52%	-	-	1.46%
SCHD	23.33%	26.61%	9.77%	12.63%	13.21%
JEPQ	13.89%	19.57%	-	-	16.88%
SPYI	11.37%	15.53%	-	-	14.82%
AGG	-1.89%	-0.88%	-0.67%	1.22%	2.95%

Top 25 Holdings

AGGH - Simplify Aggregate Bond ETF
No.	Symbol	Name	Weight
1	AGG	iShares Core U.S. Aggregate Bond ETF	95.43%
2	TYZ6.Comdty	US 10YR NOTE (CBT)DEC26	16.59%
3	IRS.R SOFR 1215/2027 12/15/2037	IRS R SOFR 12/15/2027 12/15/2037	7.68%
4	TII.2.125 01.15.35	TII 2 1/8 01/15/35 Govt	4.47%
5	FVZ6.Comdty	US 5YR NOTE (CBT) DEC26	1.92%
6	IRSP42755	IRS 4.27554/SOFR 090426 090431	1.84%
7	USX6C.112.0 Comdty	US Bond Fut Opt Nov26C 112	-0.02%
8	USX6P.104.0 Comdty	US Bond Fut Opt Nov26P 104	-0.03%
9	USX6P.103.0 Comdty	US Bond Fut Opt Nov26P 103	-0.04%
10	Cash	Cash	-0.25%
11	IRSP42755.00001	IRS 4.27554/SOFR 090426 090431	-1.82%
12	IRS.P 3.896 1215/2027 12/15/2037	IRS P 3.896 12/15/2027 12/15/2037	-7.26%
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	QCOM	QUALCOMM Incorporated	4.71%
2	TXN	Texas Instruments Incorporated	4.39%
3	PG	The Procter & Gamble Company	4.08%
4	KO	The Coca-Cola Company	4.08%
5	MRK	Merck & Co., Inc.	4.07%
6	CVX	Chevron Corporation	3.97%
7	VZ	Verizon Communications Inc.	3.92%
8	UNH	UnitedHealth Group Incorporated	3.90%
9	HD	The Home Depot, Inc.	3.85%
10	ABT	Abbott Laboratories	3.85%
11	COP	ConocoPhillips	3.83%
12	PEP	PepsiCo, Inc.	3.81%
13	AMGN	Amgen Inc.	3.67%
14	BMY	Bristol-Myers Squibb Company	3.20%
15	MO	Altria Group, Inc.	2.86%
16	ACN	Accenture plc	2.85%
17	LMT	Lockheed Martin Corporation	2.72%
18	ADP	Automatic Data Processing, Inc.	2.68%
19	BX	Blackstone Inc.	2.37%
20	CMCSA	Comcast Corporation	2.03%
21	SLB	SLB N.V.	1.92%
22	EOG	EOG Resources, Inc.	1.85%
23	TGT	Target Corporation	1.79%
24	UPS	United Parcel Service, Inc.	1.78%
25	OKE	ONEOK, Inc.	1.45%
View SCHD holdings

JEPQ - JPMorgan NASDAQ Equity Premium Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	7.37%
2	AAPL	Apple Inc.	6.60%
3	MU	Micron Technology, Inc.	5.11%
4	MSFT	Microsoft Corporation	5.04%
5	GOOG	Alphabet Inc.	4.80%
6	AMD	Advanced Micro Devices, Inc.	4.00%
7	AMZN	Amazon.com, Inc.	3.81%
8	META	Meta Platforms, Inc.	3.00%
9	TSLA	Tesla, Inc.	2.10%
10	AVGO	Broadcom Inc.	2.01%
11	LRCX	Lam Research Corporation	2.00%
12	STX	Seagate Technology Holdings plc	1.78%
13	WMT	Walmart Inc.	1.67%
14	JIMXX	JPMorgan Prime Money Market IM	1.49%
15	INTC	Intel Corporation	1.40%
16	PANW	Palo Alto Networks, Inc.	1.28%
17	PLTR	Palantir Technologies Inc.	1.22%
18	NFLX	Netflix, Inc.	1.20%
19	MRVL	Marvell Technology, Inc.	1.18%
20	CSCO	Cisco Systems, Inc.	1.16%
21	COST	Costco Wholesale Corporation	1.09%
22	n/a	NDX_1	1.07%
23	n/a	NDX_30	1.06%
24	ADI	Analog Devices, Inc.	1.06%
25	n/a	NDX_21	1.02%
View JEPQ holdings

SPYI - NEOS S&P 500 High Income ETF
No.	Symbol	Name	Weight
1	NVDA	NVIDIA Corporation	8.27%
2	AAPL	Apple Inc.	7.40%
3	MSFT	Microsoft Corporation	5.57%
4	AMZN	Amazon.com, Inc.	3.80%
5	GOOGL	Alphabet Inc.	3.10%
6	AVGO	Broadcom Inc.	2.58%
7	GOOG	Alphabet Inc.	2.49%
8	META	Meta Platforms, Inc.	2.42%
9	MU	Micron Technology, Inc.	1.75%
10	TSLA	Tesla, Inc.	1.59%
11	AMD	Advanced Micro Devices, Inc.	1.51%
12	JPM	JPMorgan Chase & Co.	1.40%
13	LLY	Eli Lilly and Company	1.39%
14	BRK.B	Berkshire Hathaway Inc.	1.37%
15	FXFXX	First American Treasury Obligs X	1.28%
16	XOM	ExxonMobil Holdings Corporation	0.98%
17	JNJ	Johnson & Johnson	0.97%
18	V	Visa Inc.	0.91%
19	INTC	Intel Corporation	0.90%
20	WMT	Walmart Inc.	0.70%
21	ABBV	AbbVie Inc.	0.70%
22	MA	Mastercard Incorporated	0.68%
23	CSCO	Cisco Systems, Inc.	0.66%
24	n/a	Cash Offset	0.64%
25	PLTR	Palantir Technologies Inc.	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	2.67%
2	n/a	TREASURY NOTE (OLD) - 4.38 2036-05-15	0.40%
3	n/a	TREASURY NOTE - 4.63 2035-02-15	0.40%
4	n/a	TREASURY NOTE - 4.25 2034-11-15	0.40%
5	n/a	TREASURY NOTE - 4.38 2034-05-15	0.40%
6	n/a	TREASURY NOTE - 4.0 2030-02-28	0.40%
7	n/a	TREASURY NOTE - 3.88 2034-08-15	0.39%
8	n/a	TREASURY NOTE (2OLD) - 4.13 2036-02-15	0.39%
9	n/a	TREASURY NOTE - 4.25 2035-05-15	0.39%
10	n/a	TREASURY NOTE - 4.5 2033-11-15	0.38%
11	n/a	TREASURY NOTE - 3.88 2028-07-15	0.38%
12	n/a	TREASURY NOTE - 4.25 2035-08-15	0.38%
13	n/a	TREASURY NOTE - 4.0 2035-11-15	0.38%
14	n/a	TREASURY NOTE - 4.0 2034-02-15	0.37%
15	n/a	TREASURY NOTE - 3.5 2028-10-15	0.37%
16	n/a	TREASURY NOTE - 3.88 2028-06-15	0.36%
17	n/a	TREASURY NOTE - 3.63 2028-08-15	0.34%
18	n/a	TREASURY NOTE - 3.88 2033-08-15	0.34%
19	n/a	TREASURY NOTE - 2.88 2032-05-15	0.32%
20	n/a	TREASURY NOTE - 3.63 2030-08-31	0.32%
21	n/a	TREASURY NOTE - 4.13 2031-05-31	0.32%
22	n/a	TREASURY NOTE - 3.88 2031-04-30	0.32%
23	n/a	TREASURY NOTE - 1.38 2031-11-15	0.31%
24	n/a	TREASURY NOTE - 3.38 2033-05-15	0.31%
25	n/a	TREASURY NOTE - 3.5 2028-01-31	0.31%
View AGG holdings

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