Compare · 3 funds side by side · dividends reinvested

DFAC, CTAP and IWF

DFACDimensional×CTAPSimplify×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, CTAP and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.07%+4.8%[…][…][…][…][…]$151M1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · CTAP 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

CTAP

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

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

DFACMeasureCTAP

+11.2%Year to dateJan 1 → Nov 5+4.8%

+14.3%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,812 · […][…]

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $13 a year on $10k · lower is better0.13%

0.90%Trailing 12-mo yield$90 · $307 a year on $10k3.07%

−8.5%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

1–2CTAP wins

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

More Ways to See the Pairs

DFAC vs CTAP: Top 5 Holdings

Today

DFAC

20.5%in top 5

CTAP

in top 563.4%

DFACStockCTAP

not top 5SBIL63.4%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs CTAP Returns, Every Period

DimensionalDFAC

+14.3%

past year

CTAPSimplify

[…]

past year

DFACCTAPFaded: behind in that period

1–0DFAC wins

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

DFAC vs CTAP

YTD

DimensionalDFAC

+11.2%

CTAPSimplify

+4.8%

+11.2%Year to date+4.8%

−8.5%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

0.9%Yield3.1%

$85.7BAssets$151M

1–1level

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

Cost, Income and Risk

Fees: DFAC, CTAP, IWF

Today

0.13%lowest, CTAP

FundExpense ratioFee$10k

CTAP0.13%$13

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, CTAP, IWF

3.07%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.07%$307

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, CTAP

CTAP$307 − $13 = $294

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, CTAP, IWF

Today

40.8%most shared, DFAC and IWF

DFACCTAPIWF

DFAC—0.0%40.8%

CTAP0.0%—0.0%

IWF40.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPDFAC

+4.8%Year to date+11.2%

3.1%Yield0.9%

[…]Past year+14.3%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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