Compare · 3 funds side by side · dividends reinvested

DFAC, CTAP and VTV

DFACDimensional×CTAPSimplify×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

DFAC, 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%$184B1.3

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.93%+9.6%[…][…][…][…][…]$151M2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · CTAP 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

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

+15.8%Year to dateJan 1 → Nov 4+9.6%

+17.7%1 yearTotal return[…]

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

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

0.87%Trailing 12-mo yield$87 · $293 a year on $10k2.93%

−8.5%Worst dropSmaller is better[…]

12.3%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 4, 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

20.1%in top 5

CTAP

in top 563.8%

DFACStockCTAP

not top 5SBIL63.8%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs CTAP Returns, Every Period

DimensionalDFAC

+17.7%

past year

CTAPSimplify

[…]

past year

DFACCTAPFaded: behind in that period

1–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs CTAP

YTD

DimensionalDFAC

+15.8%

CTAPSimplify

+9.6%

+15.8%Year to date+9.6%

−8.5%Worst drop · 1Y[…]

12.3%Volatility · 1Y[…]

0.9%Yield2.9%

$89.2BAssets$151M

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CTAP, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, CTAP, VTV

2.93%highest, CTAP

FundTrailing yieldYield$10k

CTAP2.93%$293

VTV1.80%$180

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$280most kept, CTAP

CTAP$293 − $13 = $280

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, CTAP, VTV

Today

37.7%most shared, DFAC and VTV

DFACCTAPVTV

DFAC—0.0%37.7%

CTAP0.0%—0.0%

VTV37.7%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

CTAPWorst drop[…][…]

End-of-day Nov 4, 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 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 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 4, 2026