CTAP vs SCHB

ACTAP

BSCHB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWF $15,330

Lowest cost0.03%SCHB · $3 on $10k

Most income3.07%CTAP · $307 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 · $151MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

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

3.07%12-mo yield$307 · $109 on $10k1.09%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · SCHB

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$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 SCHB

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureCTAPSCHB

Fee0.13%0.03%

Cost on $10k a year$13$3

Yield3.07%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

1–1measures won
level

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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

Overlap: CTAP, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

CTAPSCHBIWF

CTAP—0.0%0.0%

SCHB0.0%—53.3%

IWF0.0%53.3%—

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

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

KeptFee

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