Compare · 2 funds side by side · dividends reinvested

DIA and CTAP

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · best of the two

02 / 03

DIA and CTAP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$45.1B1.3

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%2.93%+9.6%[…][…][…][…][…]$155M1.3

Rank among the two1st → 2ndFee, 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: DIA 1998 · CTAP 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

DIA

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF · $155M[…]

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

DIAMeasureCTAP

+12.2%Year to dateJan 1 → Nov 4+9.6%

+14.2%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $16,984 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.16%Expense ratio$16 · $13 a year on $10k · lower is better0.13%

1.35%Trailing 12-mo yield$135 · $293 a year on $10k2.93%

−9.8%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

DIACTAP 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

DIA vs CTAP: Top 5 Holdings

Today

DIA

33.5%in top 5

CTAP

in top 563.8%

DIAStockCTAP

not top 5SBIL63.8%

10.3%GSnot top 5

7.2%CATnot top 5

6.0%MSFTnot top 5

5.3%AMGNnot top 5

4.8%Vnot top 5

Held in common0.0%

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

DIA vs CTAP Returns, Every Period

SPDRDIA

+14.2%

past year

CTAPSimplify

[…]

past year

DIACTAPFaded: behind in that period

1–0DIA wins

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

DIA vs CTAP

YTD

SPDRDIA

+12.2%

CTAPSimplify

+9.6%

+12.2%Year to date+9.6%

−9.8%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.3%Yield2.9%

$45.1BAssets$155M

1–1level

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

Cost, Income and Risk

Fees: DIA, CTAP

Today

0.13%lowest, CTAP

FundExpense ratioFee$10k

CTAP0.13%$13

DIA0.16%$16

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

Yields: DIA, CTAP

2.93%highest, CTAP

FundTrailing yieldYield$10k

CTAP2.93%$293

DIA1.35%$135

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

Income After Fees on $10,000

$280most kept, CTAP

CTAP$293 − $13 = $280

DIA$135 − $16 = $119

KeptFee

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

Overlap: DIA, CTAP

Today

0.0%most shared, DIA and CTAP

DIACTAP

DIA—0.0%

CTAP0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

CTAPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDIA

+9.6%Year to date+12.2%

2.9%Yield1.3%

[…]Past year+14.2%

0.13%Fee0.16%

2–1CTAP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026