CTAP vs IWB

ACTAP

BIWB

Measures won2–0CTAP wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.08%CTAP · $308 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 · $151MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

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

3.08%12-mo yield$308 · $95 on $10k0.95%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

2–0CTAP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · IWB

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$151M

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$151M

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 IWB

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

IWB

iShares Russell 1000

$16,575

MeasureCTAPIWB

Fee0.13%0.15%

Cost on $10k a year$13$15

Yield3.08%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
CTAP first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CTAP, IWB, VUG

Today

52.0%most shared, IWB and VUG

CTAPIWBVUG

CTAP—0.0%0.0%

IWB0.0%—52.0%

VUG0.0%52.0%—

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

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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