Compare · 2 funds side by side · dividends reinvested

CTAP and SCHB

CTAPSimplify×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 03

CTAP and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$42.9B1.1

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,348

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

CTAPMeasureSCHB

+4.8%Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

0.13%Expense ratio$13 · $3 a year on $10k · lower is better0.03%

3.07%Trailing 12-mo yield$307 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

1–2SCHB 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 SCHB: Top 5 Holdings

Today

CTAP

63.4%in top 5

SCHB

in top 524.8%

CTAPStockSCHB

63.4%SBILnot top 5

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

CTAP vs SCHB Returns, Every Period

SimplifyCTAP

[…]

past year

SCHBSchwab

+9.8%

past year

CTAPSCHBFaded: behind in that period

0–1SCHB wins

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

CTAP vs SCHB

YTD

SimplifyCTAP

+4.8%

SCHBSchwab

+8.4%

+4.8%Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

3.1%Yield1.1%

$151MAssets$42.9B

1–1level

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

Cost, Income and Risk

Fees: CTAP, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CTAP0.13%$13

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

Yields: CTAP, SCHB

3.07%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.07%$307

SCHB1.09%$109

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

Income After Fees on $10,000

$294most kept, CTAP

CTAP$307 − $13 = $294

SCHB$109 − $3 = $106

KeptFee

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

Overlap: CTAP, SCHB

Today

0.0%most shared, CTAP and SCHB

CTAPSCHB

CTAP—0.0%

SCHB0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPSCHB

+4.8%Year to date+8.4%

3.1%Yield1.1%

[…]Past year+9.8%

0.13%Fee0.03%

2–1SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026