Compare · 2 funds side by side · dividends reinvested

CTAP and IVV

CTAPSimplify×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 03

CTAP and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.1

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.07%+4.8%[…][…][…][…][…]$151M1.7

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

CTAP

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

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

IVVMeasureCTAP

+8.4%Year to dateJan 1 → Nov 5+4.8%

+9.7%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $13 a year on $10k · lower is better0.13%

1.14%Trailing 12-mo yield$114 · $307 a year on $10k3.07%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1IVV wins

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

More Ways to See the Pairs

IVV vs CTAP: Top 5 Holdings

Today

IVV

27.7%in top 5

CTAP

in top 563.4%

IVVStockCTAP

not top 5SBIL63.4%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs CTAP Returns, Every Period

iSharesIVV

+9.7%

past year

CTAPSimplify

[…]

past year

IVVCTAPFaded: behind in that period

1–0IVV wins

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

Core vs Stocks: IVV vs CTAP

YTD

iSharesIVV

+8.4%

CTAPSimplify

+4.8%

+8.4%Year to date+4.8%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield3.1%

$850BAssets$151M

1–1level

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

Cost, Income and Risk

Fees: CTAP, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CTAP0.13%$13

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

Yields: CTAP, IVV

3.07%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.07%$307

IVV1.14%$114

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

Income After Fees on $10,000

$294most kept, CTAP

CTAP$307 − $13 = $294

IVV$114 − $3 = $111

KeptFee

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

Overlap: CTAP, IVV

Today

0.0%most shared, CTAP and IVV

CTAPIVV

CTAP—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPIVV

+4.8%Year to date+8.4%

3.1%Yield1.1%

[…]Past year+9.7%

0.13%Fee0.03%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026