CTAP vs DFAC

ACTAP

BDFAC

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.13%CTAP · $13 on $10k

Most income2.93%CTAP · $293 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 · $151MDimensional - US Core Equity 2 ETF · $89.2B

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

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

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

2.93%12-mo yield$293 · $87 on $10k0.87%

[…]Worst dropSmaller wins−8.5%

[…]VolatilityLower wins12.3%

2–0CTAP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · DFAC

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	2.93%	−4.2%	+9.6%	new	new	new	[…]	$151M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	2.93%	−4.2%	+9.6%	new	new	new	[…]	$151M

End-of-day Nov 4, 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

$17,417

MeasureCTAPDFAC

Fee0.13%0.21%

Cost on $10k a year$13$21

Yield2.93%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−8.5%

Volatility · 1Y[…]12.3%

2–0measures won
CTAP first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: CTAP, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

CTAPDFACIWF

CTAP—0.0%0.0%

DFAC0.0%—40.8%

IWF0.0%40.8%—

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

Income After Fees on $10,000

$280most kept, CTAP

CTAP$293 − $13 = $280

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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