Compare · 4 funds side by side · dividends reinvested

CTAP, DFAC, VOO and VUG

CTAPSimplify×DFACDimensional×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

CTAP, DFAC, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.0

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$151M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CTAP 2025 · DFAC 2005 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Managed Futures Strategy ETF · $151M[…]

CTAP

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

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

CTAPMeasureDFAC

+4.4%Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.13%Expense ratio$13 · $21 a year on $10k · lower is better0.21%

3.08%Trailing 12-mo yield$308 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

2–1CTAP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CTAP vs DFAC: Top 5 Holdings

Today

CTAP

63.4%in top 5

DFAC

in top 520.4%

CTAPStockDFAC

63.4%SBILnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CTAP vs DFAC Returns, Every Period

SimplifyCTAP

[…]

past year

DFACDimensional

+13.8%

past year

CTAPDFACFaded: behind in that period

0–1DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CTAP vs VOO

YTD

SimplifyCTAP

+4.4%

VOOVanguard

+8.7%

+4.4%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

3.1%Yield1.1%

$151MAssets$1.00T

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CTAP, DFAC, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CTAP, DFAC, VOO, VUG

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

VOO1.10%$110

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CTAP, DFAC, VOO, VUG

Today

67.3%most shared, DFAC and VOO

CTAPDFACVOOVUG

CTAP—0.0%0.0%0.0%

DFAC0.0%—67.3%35.7%

VOO0.0%67.3%—58.2%

VUG0.0%35.7%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

CTAPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDFAC

+4.4%Year to date+11.4%

3.1%Yield0.9%

[…]Past year+13.8%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026