Compare · 3 funds side by side · dividends reinvested

DIA, CTAP and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DIA, CTAP and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.6

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$151M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: DIA 1998 · CTAP 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

DIA

CTAP

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

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

DIAMeasureCTAP

+7.8%Year to dateJan 1 → Nov 6+4.4%

+9.9%1 yearTotal return[…]

+17.3%3 years · per year$10,000 became $16,149 · […][…]

+9.3%5 years · per year$10,000 became $15,590 · […][…]

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

1.40%Trailing 12-mo yield$140 · $308 a year on $10k3.08%

−9.8%Worst dropSmaller is better[…]

13.4%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 6, 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

32.7%in top 5

CTAP

in top 563.4%

DIAStockCTAP

not top 5SBIL63.4%

10.0%GSnot top 5

6.4%CATnot top 5

6.2%MSFTnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DIA vs CTAP Returns, Every Period

SPDRDIA

+9.9%

past year

CTAPSimplify

[…]

past year

DIACTAPFaded: behind in that period

1–0DIA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DIA vs CTAP

YTD

SPDRDIA

+7.8%

CTAPSimplify

+4.4%

+7.8%Year to date+4.4%

−9.8%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.4%Yield3.1%

$45.9BAssets$151M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, CTAP, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CTAP0.13%$13

DIA0.16%$16

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DIA, CTAP, VUG

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

DIA1.40%$140

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

DIA$140 − $16 = $124

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DIA, CTAP, VUG

Today

20.7%most shared, DIA and VUG

DIACTAPVUG

DIA—0.0%20.7%

CTAP0.0%—0.0%

VUG20.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

CTAPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDIA

+4.4%Year to date+7.8%

3.1%Yield1.4%

[…]Past year+9.9%

0.13%Fee0.16%

2–1CTAP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026