CTAP vs DIA

ACTAP

BDIA

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · IWF $15,330

Lowest cost0.13%CTAP · $13 on $10k

Most income3.07%CTAP · $307 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common0.0%CTAP and DIA

CTAP

DIA

Simplify US Equity PLUS Managed Futures Strategy ETF · $151MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

[…]3 years · per year[…] · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.13%Expense ratio$13 · $16 on $10k · lower wins0.16%

3.07%12-mo yield$307 · $140 on $10k1.40%

[…]Worst dropSmaller wins−9.8%

[…]VolatilityLower wins13.4%

2–0CTAP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · DIA

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

Held in common0.0%

End-of-day Nov 5, 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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.07%	−4.4%	+4.8%	new	new	new	[…]	$151M

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

All Three

5Y3 funds

#
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.07%	−4.4%	+4.8%	new	new	new	[…]	$151M

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

Cards for this view

CTAP vs DIA

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureCTAPDIA

Fee0.13%0.16%

Cost on $10k a year$13$16

Yield3.07%1.40%

5 years, per year[…]+9.4%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−9.8%

Volatility · 1Y[…]13.4%

2–0measures won
CTAP first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CTAP, DIA, IWF

Today

21.6%most shared, DIA and IWF

CTAPDIAIWF

CTAP—0.0%0.0%

DIA0.0%—21.6%

IWF0.0%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, CTAP

CTAP$307 − $13 = $294

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee