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$15,590DIA · 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%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.3

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$144M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

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

CTAP

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

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

CTAPMeasureDIA

+4.4%Year to dateJan 1 → Nov 6+7.8%

[…]1 yearTotal return+9.9%

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

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

0.13%Expense ratio$13 · $16 a year on $10k · lower is better0.16%

3.08%Trailing 12-mo yield$308 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

2–1CTAP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CTAP vs DIA: Top 5 Holdings

Today

CTAP

63.4%in top 5

DIA

in top 532.7%

CTAPStockDIA

63.4%SBILnot top 5

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common0.0%

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

CTAP vs DIA Returns, Every Period

SimplifyCTAP

[…]

past year

DIASPDR

+9.9%

past year

CTAPDIAFaded: behind in that period

0–1DIA wins

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

CTAP vs DIA

YTD

SimplifyCTAP

+4.4%

DIASPDR

+7.8%

+4.4%Year to date+7.8%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

3.1%Yield1.4%

$144MAssets$45.3B

1–1level

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

Yields: DIA, CTAP

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

DIA1.40%$140

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

KeptFee

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

Return vs Bumpiness: 2 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% 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 Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026