CTAP vs SCHB

ACTAP

BSCHB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income2.93%CTAP · $293 on $10k

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

Held in common0.0%CTAP and SCHB

CTAP

SCHB

Simplify US Equity PLUS Managed Futures Strategy ETF · $155MSchwab U.S. Broad Market ETF · $44.0B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.13%Expense ratio$13 · $3 on $10k · lower wins0.03%

2.93%12-mo yield$293 · $104 on $10k1.04%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.1%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsCTAP · SCHB

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
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 SCHB

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureCTAPSCHB

Fee0.13%0.03%

Cost on $10k a year$13$3

Yield2.93%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.1%

1–1measures won
level

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

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%

$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

Overlap: CTAP, SCHB

Today

0.0%most shared, CTAP and SCHB

CTAPSCHB

CTAP—0.0%

SCHB0.0%—

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

SCHB$104 − $3 = $101

KeptFee

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