Compare · 3 funds side by side · dividends reinvested

CTAP, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

CTAP, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$144M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CTAP 2025 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Managed Futures Strategy ETF · $144M[…]

CTAP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CTAPMeasureSCHD

+4.4%Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.13%Expense ratio$13 · $6 a year on $10k · lower is better0.06%

3.08%Trailing 12-mo yield$308 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CTAP vs SCHD: Top 5 Holdings

Today

CTAP

63.4%in top 5

SCHD

in top 521.4%

CTAPStockSCHD

63.4%SBILnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CTAP vs SCHD Returns, Every Period

SimplifyCTAP

[…]

past year

SCHDSchwab

+37.0%

past year

CTAPSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CTAP vs SCHD

YTD

SimplifyCTAP

+4.4%

SCHDSchwab

+31.4%

+4.4%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

3.1%Yield3.0%

$144MAssets$120B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CTAP, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

CTAP0.13%$13

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CTAP, SCHD, VTV

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

SCHD3.00%$300

VTV1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CTAP, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

CTAPSCHDVTV

CTAP—0.0%0.0%

SCHD0.0%—17.9%

VTV0.0%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

CTAPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPSCHD

+4.4%Year to date+31.4%

3.1%Yield3.0%

[…]Past year+37.0%

0.13%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026