Compare · 2 funds side by side · dividends reinvested

CTAP and IWB

CTAPSimplify×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 03

CTAP and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.81%+14.5%[…][…][…][…][…]$155M1.0

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

Rank among the two1st → 2ndFee, 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 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Managed Futures Strategy ETF · $155M[…]

CTAP

IWB

iShares Russell 1000 ETF · $47.8B$17,459

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

CTAPMeasureIWB

+14.5%Year to dateJan 1 → Nov 4+11.3%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.13%Expense ratio$13 · $15 a year on $10k · lower is better0.15%

2.81%Trailing 12-mo yield$281 · $92 a year on $10k0.92%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

3–0CTAP 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 IWB: Top 5 Holdings

Today

CTAP

63.8%in top 5

IWB

in top 525.2%

CTAPStockIWB

63.8%SBILnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

CTAP vs IWB Returns, Every Period

SimplifyCTAP

[…]

past year

IWBiShares

+11.6%

past year

CTAPIWBFaded: behind in that period

1–0CTAP wins

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

CTAP vs IWB

YTD

SimplifyCTAP

+14.5%

IWBiShares

+11.3%

+14.5%Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

2.8%Yield0.9%

$155MAssets$47.8B

2–0CTAP wins

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

Cost, Income and Risk

Fees: CTAP, IWB

Today

0.13%lowest, CTAP

FundExpense ratioFee$10k

CTAP0.13%$13

IWB0.15%$15

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

Yields: CTAP, IWB

2.81%highest, CTAP

FundTrailing yieldYield$10k

CTAP2.81%$281

IWB0.92%$92

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

Income After Fees on $10,000

$268most kept, CTAP

CTAP$281 − $13 = $268

IWB$92 − $15 = $77

KeptFee

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

Overlap: CTAP, IWB

Today

0.0%most shared, CTAP and IWB

CTAPIWB

CTAP—0.0%

IWB0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPIWB

+14.5%Year to date+11.3%

2.8%Yield0.9%

[…]Past year+11.6%

0.13%Fee0.15%

3–0CTAP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026