Compare · 3 funds side by side · dividends reinvested

DFAC, CTAP and VO

DFACDimensional×CTAPSimplify×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

DFAC, CTAP and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.03%+5.9%[…][…][…][…][…]$144M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · CTAP 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

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

CTAPMeasureDFAC

+5.9%Year to dateJan 1 → Nov 9+14.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.13%Expense ratio$13 · $21 a year on $10k · lower is better0.21%

3.03%Trailing 12-mo yield$303 · $88 a year on $10k0.88%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer13.1%

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

2–1CTAP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CTAP vs DFAC: Top 5 Holdings

Today

CTAP

66.3%in top 5

DFAC

in top 520.4%

CTAPStockDFAC

66.3%SBILnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CTAP vs DFAC Returns, Every Period

SimplifyCTAP

[…]

past year

DFACDimensional

+17.7%

past year

CTAPDFACFaded: behind in that period

0–1DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CTAP vs VO

YTD

SimplifyCTAP

+5.9%

VOVanguard

+13.6%

+5.9%Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

3.0%Yield1.4%

$144MAssets$103B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CTAP, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, CTAP, VO

3.03%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.03%$303

VO1.35%$135

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, CTAP

CTAP$303 − $13 = $290

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, CTAP, VO

Today

19.6%most shared, DFAC and VO

DFACCTAPVO

DFAC—0.0%19.6%

CTAP0.0%—0.0%

VO19.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

CTAPWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDFAC

+5.9%Year to date+14.1%

3.0%Yield0.9%

[…]Past year+17.7%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026