CTAP vs VUG

ACTAP

BVUG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · VO $13,867

Lowest cost0.03%VUG · $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 VUG

CTAP

VUG

Simplify US Equity PLUS Managed Futures Strategy ETF · $144MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

3.03%12-mo yield$303 · $41 on $10k0.41%

[…]Worst dropSmaller wins−15.1%

[…]VolatilityLower wins19.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCTAP · VUG

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	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 VUG

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureCTAPVUG

Fee0.13%0.03%

Cost on $10k a year$13$3

Yield3.03%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y[…]−15.1%

Volatility · 1Y[…]19.1%

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, VUG, VO

Today

10.2%most shared, VUG and VO

CTAPVUGVO

CTAP—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

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

VUG$41 − $3 = $38

KeptFee

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