Compare · 3 funds side by side · dividends reinvested

CTAP, DFAC and VUG

CTAPSimplify×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

CTAP, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.93%+9.6%[…][…][…][…][…]$151M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CTAP 2025 · DFAC 2005 · 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 · $89.2B$17,417

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

CTAPMeasureDFAC

+9.6%Year to dateJan 1 → Nov 4+15.8%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

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

2.93%Trailing 12-mo yield$293 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.3%

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

2–1CTAP wins

End-of-day Nov 4, 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

63.8%in top 5

DFAC

in top 520.1%

CTAPStockDFAC

63.8%SBILnot top 5

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CTAP vs DFAC Returns, Every Period

SimplifyCTAP

[…]

past year

DFACDimensional

+17.7%

past year

CTAPDFACFaded: behind in that period

0–1DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CTAP vs DFAC

YTD

SimplifyCTAP

+9.6%

DFACDimensional

+15.8%

+9.6%Year to date+15.8%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y12.3%

2.9%Yield0.9%

$151MAssets$89.2B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CTAP, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CTAP, DFAC, VUG

2.93%highest, CTAP

FundTrailing yieldYield$10k

CTAP2.93%$293

DFAC0.87%$87

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$280most kept, CTAP

CTAP$293 − $13 = $280

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CTAP, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

CTAPDFACVUG

CTAP—0.0%0.0%

DFAC0.0%—36.1%

VUG0.0%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

CTAPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDFAC

+9.6%Year to date+15.8%

2.9%Yield0.9%

[…]Past year+17.7%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026