Compare · 2 funds side by side · dividends reinvested

CTAP and SCHB

CTAPSimplify×SCHBSchwab×

Versus in desk

02 / 03

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,423SCHB · best of the two

Story of the two · IncomeMost incomeCTAP · 2.94% · $294 a year on $10k

CTAP and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.1

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.94%+9.1%[…][…][…][…][…]$152M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CTAP 2025 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.3B$16,423

SCHB

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF · $152M[…]

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

SCHBMeasureCTAP

+11.5%

More Ways to See the Pairs

SCHB vs CTAP: Top 5 Holdings

Today

SCHB

23.8%in top 5

CTAP

in top 563.9%

SCHBStockCTAP

not top 5SBIL63.9%

7.1%AAPLnot top 5

5.5%NVDAnot top 5

5.3%MSFTnot top 5

3.6%AMZNnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: CTAP, SCHB

1Y

2.94%highest, CTAP

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+9.1%

+11.6%1 yearTotal return[…]

+21.3%3 years · per year$10,000 became $17,836 · […][…]

+10.4%5 years · per year$10,000 became $16,423 · […][…]

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

1.06%Trailing 12-mo yield$106 · $294 a year on $10k2.94%

−8.9%Worst dropSmaller is better[…]

14.0%VolatilityLower is calmer[…]

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

2–1SCHB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SCHB vs CTAP Returns, Every Period

1Y

SchwabSCHB

+11.6%

past year

CTAPSimplify

[…]

past year

SCHBCTAPFaded: behind in that period

1–0SCHB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHB vs CTAP

YTD

SchwabSCHB

+11.5%

CTAPSimplify

+9.1%

+11.5%Year to date+9.1%

−8.9%Worst drop · 1Y[…]

14.0%Volatility · 1Y[…]

1.1%Yield2.9%

$44.3BAssets$152M

1–1level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

CTAP2.94%$294

SCHB1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$281most kept, CTAP

CTAP$294 − $13 = $281

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

CTAPWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPSCHB

+9.1%Year to date+11.5%

2.9%Yield1.1%

[…]Past year+11.6%

0.13%Fee0.03%

2–1SCHB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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CTAP and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two