CTAP vs DFAC

ACTAP

BDFAC

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$16,976DFAC

Lowest cost0.13%CTAP · $13 on $10k

Most income2.81%CTAP · $281 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.0%CTAP and DFAC

CTAP

DFAC

Simplify US Equity PLUS Managed Futures Strategy ETF · $155MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

0.13%Expense ratio$13 · $21 on $10k · lower wins0.21%

2.81%12-mo yield$281 · $88 on $10k0.88%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.2%

2–0CTAP wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTAP · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk		0.13%	2.81%	+1.6%	+14.5%	new	new	new	[…]	$155M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk		0.13%	2.81%	+1.6%	+14.5%	new	new	new	[…]	$155M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CTAP vs DFAC

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureCTAPDFAC

Fee0.13%0.21%

Cost on $10k a year$13$21

Yield2.81%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.2%

2–0measures won
CTAP first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CTAP, DFAC

Today

0.0%most shared, CTAP and DFAC

CTAPDFAC

CTAP—0.0%

DFAC0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$268most kept, CTAP

CTAP$281 − $13 = $268

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee