CTAP vs VO

ACTAP

BVO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income3.03%CTAP · $303 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%CTAP and VO

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF · $144MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,763+18.8%

[…]5 years · per year[…] · $13,867+6.8%

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

3.03%12-mo yield$303 · $135 on $10k1.35%

[…]Worst dropSmaller wins−8.2%

[…]VolatilityLower wins13.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.03%	+1.4%	+5.9%	new	new	new	[…]	$144M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ACTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.03%	+1.4%	+5.9%	new	new	new	[…]	$144M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CTAP vs VO

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

Vanguard Morningstar Mid-Cap

$13,867

MeasureCTAPVO

Fee0.13%0.03%

Cost on $10k a year$13$3

Yield3.03%1.35%

5 years, per year[…]+6.8%

3 years, per year[…]+18.8%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]13.1%

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CTAP, VO, IWF

Today

9.2%most shared, VO and IWF

CTAPVOIWF

CTAP—0.0%0.0%

VO0.0%—9.2%

IWF0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, CTAP

CTAP$303 − $13 = $290

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee