CTAP vs IWB

ACTAP

BIWB

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.13%CTAP · $13 on $10k

Most income2.93%CTAP · $293 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common0.0%CTAP and IWB

CTAP

IWB

Simplify US Equity PLUS Managed Futures Strategy ETF · $155MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.13%Expense ratio$13 · $15 on $10k · lower wins0.15%

2.93%12-mo yield$293 · $91 on $10k0.91%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.9%

2–0CTAP wins

$10,000 · 5 yearsOne scale

Shared top holdingsCTAP · IWB

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk		0.13%	2.93%	−4.2%	+9.6%	new	new	new	[…]	$155M

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk		0.13%	2.93%	−4.2%	+9.6%	new	new	new	[…]	$155M

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 IWB

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

IWB

iShares Russell 1000

$17,459

MeasureCTAPIWB

Fee0.13%0.15%

Cost on $10k a year$13$15

Yield2.93%0.91%

5 years, per year[…]+11.8%

3 years, per year[…]+23.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.9%

2–0measures won
CTAP first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CTAP, IWB

Today

0.0%most shared, CTAP and IWB

CTAPIWB

CTAP—0.0%

IWB0.0%—

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

IWB$91 − $15 = $76

KeptFee

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