Compare · 3 funds side by side · dividends reinvested

CTAP, VOO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CTAP, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.1

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$151M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

CTAPMeasureVOO

+4.4%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

3.08%Trailing 12-mo yield$308 · $110 a year on $10k1.10%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.5%

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

1–2VOO 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 VOO: Top 5 Holdings

Today

CTAP

63.4%in top 5

VOO

in top 528.3%

CTAPStockVOO

63.4%SBILnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

CTAP vs VOO Returns, Every Period

SimplifyCTAP

[…]

past year

VOOVanguard

+9.8%

past year

CTAPVOOFaded: behind in that period

0–1VOO wins

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

Stocks vs Core: CTAP vs VOO

YTD

SimplifyCTAP

+4.4%

VOOVanguard

+8.7%

+4.4%Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

3.1%Yield1.1%

$151MAssets$1.00T

1–1level

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

Cost, Income and Risk

Fees: CTAP, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CTAP0.13%$13

IWF0.18%$18

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

Yields: CTAP, VOO, IWF

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

VOO1.10%$110

IWF0.39%$39

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

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

VOO$110 − $3 = $107

IWF$39 − $18 = $21

KeptFee

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

Overlap: CTAP, VOO, IWF

Today

59.3%most shared, VOO and IWF

CTAPVOOIWF

CTAP—0.0%0.0%

VOO0.0%—59.3%

IWF0.0%59.3%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IWFWorst drop−14.6%19.4% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPVOO

+4.4%Year to date+8.7%

3.1%Yield1.1%

[…]Past year+9.8%

0.13%Fee0.03%

2–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026