Compare · 3 funds side by side · dividends reinvested

CTAP, DFAC and VO

CTAPSimplify×DFACDimensional×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeCTAP · 3.03% · $303 a year on $10k

Story of the three · RiskSmallest drop

CTAP, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.03%+6.1%[…][…][…][…][…]$144M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CTAP 2025 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF · $144M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAC

More Ways to See the Pairs

DFAC vs CTAP: Top 5 Holdings

Today

DFAC

20.2%in top 5

CTAP

in top 565.8%

DFACStockCTAP

not top 5SBIL65.8%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

Cost, Income and Risk

Fees: CTAP, DFAC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: CTAP, DFAC, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CTAP

+13.7%Year to dateJan 1 → Nov 10+6.1%

+16.9%1 yearTotal return[…]

+20.5%3 years · per year$10,000 became $17,492 · […][…]

+10.8%5 years · per year$10,000 became $16,689 · […][…]

0.21%Expense ratio$21 · $13 a year on $10k · lower is better0.13%

0.88%Trailing 12-mo yield$88 · $303 a year on $10k3.03%

−8.5%Worst dropSmaller is better[…]

13.0%VolatilityLower is calmer[…]

DFACCTAP Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2CTAP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%METAnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs CTAP Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CTAPSimplify

[…]

past year

DFACCTAPFaded: behind in that period

1–0DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs CTAP

YTD

DimensionalDFAC

+13.7%

CTAPSimplify

+6.1%

+13.7%Year to date+6.1%

−8.5%Worst drop · 1Y[…]

13.0%Volatility · 1Y[…]

0.9%Yield3.0%

$87.7BAssets$144M

1–1level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.03%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.03%$303

VO1.35%$135

DFAC0.88%$88

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$290most kept, CTAP

CTAP$303 − $13 = $290

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CTAP, DFAC, VO

Today

19.7%most shared, DFAC and VO

CTAPDFACVO

CTAP—0.0%0.0%

DFAC0.0%—19.7%

VO0.0%19.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.0% vol

CTAPWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDFAC

+6.1%Year to date+13.7%

3.0%Yield0.9%

[…]Past year+16.9%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CTAP, DFAC and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three