CTAP vs DIA

ACTAP

BDIA

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income3.08%CTAP · $308 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%CTAP and DIA

CTAP

DIA

Simplify US Equity PLUS Managed Futures Strategy ETF · $144MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

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

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

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

3.08%12-mo yield$308 · $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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$144M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$144M

End-of-day Nov 6, 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

$15,590

MeasureCTAPDIA

Fee0.13%0.16%

Cost on $10k a year$13$16

Yield3.08%1.40%

5 years, per year[…]+9.3%

3 years, per year[…]+17.3%

Worst drop · 1Y[…]−9.8%

Volatility · 1Y[…]13.4%

2–0measures won
CTAP first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CTAP, DIA, VTV

Today

23.4%most shared, DIA and VTV

CTAPDIAVTV

CTAP—0.0%0.0%

DIA0.0%—23.4%

VTV0.0%23.4%—

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

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

VTV$187 − $3 = $184

DIA$140 − $16 = $124

KeptFee

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