Compare · 2 funds side by side · dividends reinvested

CTAP and VTV

CTAPSimplify×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 03

CTAP and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.93%+9.6%[…][…][…][…][…]$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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

VTV

Vanguard Morningstar Value ETF · $184B$17,626

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

CTAPMeasureVTV

+9.6%Year to dateJan 1 → Nov 5+22.8%

[…]1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

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

2.93%Trailing 12-mo yield$293 · $180 a year on $10k1.80%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer10.2%

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

1–2VTV 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 VTV: Top 5 Holdings

Today

CTAP

63.4%in top 5

VTV

in top 515.8%

CTAPStockVTV

63.4%SBILnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.0%

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

CTAP vs VTV Returns, Every Period

SimplifyCTAP

[…]

past year

VTVVanguard

+27.5%

past year

CTAPVTVFaded: behind in that period

0–1VTV wins

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

CTAP vs VTV

YTD

SimplifyCTAP

+9.6%

VTVVanguard

+22.8%

+9.6%Year to date+22.8%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.2%

2.9%Yield1.8%

$151MAssets$184B

1–1level

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

Cost, Income and Risk

Fees: CTAP, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

CTAP0.13%$13

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

Yields: CTAP, VTV

2.93%highest, CTAP

FundTrailing yieldYield$10k

CTAP2.93%$293

VTV1.80%$180

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

Income After Fees on $10,000

$280most kept, CTAP

CTAP$293 − $13 = $280

VTV$180 − $3 = $177

KeptFee

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

Overlap: CTAP, VTV

Today

0.0%most shared, CTAP and VTV

CTAPVTV

CTAP—0.0%

VTV0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPVTV

+9.6%Year to date+22.8%

2.9%Yield1.8%

[…]Past year+27.5%

0.13%Fee0.03%

2–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026