Compare · 3 funds side by side · dividends reinvested

CTAP, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,693DIA · best of the three

02 / 04

CTAP, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.07%+4.8%[…][…][…][…][…]$151M1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: CTAP 2025 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

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

CTAPMeasureDIA

+4.8%Year to dateJan 1 → Nov 5+8.2%

[…]1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

0.13%Expense ratio$13 · $16 a year on $10k · lower is better0.16%

3.07%Trailing 12-mo yield$307 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

2–1CTAP wins

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

More Ways to See the Pairs

CTAP vs DIA: Top 5 Holdings

Today

CTAP

63.4%in top 5

DIA

in top 533.3%

CTAPStockDIA

63.4%SBILnot top 5

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CTAP vs DIA Returns, Every Period

SimplifyCTAP

[…]

past year

DIASPDR

+10.8%

past year

CTAPDIAFaded: behind in that period

0–1DIA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CTAP vs DIA

YTD

SimplifyCTAP

+4.8%

DIASPDR

+8.2%

+4.8%Year to date+8.2%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

3.1%Yield1.4%

$151MAssets$44.9B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CTAP, DIA, IWF

Today

0.13%lowest, CTAP

FundExpense ratioFee$10k

CTAP0.13%$13

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CTAP, DIA, IWF

3.07%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.07%$307

DIA1.40%$140

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, CTAP

CTAP$307 − $13 = $294

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CTAP, DIA, IWF

Today

21.6%most shared, DIA and IWF

CTAPDIAIWF

CTAP—0.0%0.0%

DIA0.0%—21.6%

IWF0.0%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

CTAPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDIA

+4.8%Year to date+8.2%

3.1%Yield1.4%

[…]Past year+10.8%

0.13%Fee0.16%

2–1CTAP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026