DIA vs CTAP

ADIA

BCTAP

Measures won0–2CTAP wins · of 6 · 5Y

$10,000 · 5Y$15,590DIA · IWF $15,441

Lowest cost0.13%CTAP · $13 on $10k

Most income3.08%CTAP · $308 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common0.0%DIA and CTAP

DIA

CTAP

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BSimplify US Equity PLUS Managed Futures Strategy ETF · $144M

+17.3%3 years · per year$16,149 · […][…]

+9.3%5 years · per year$15,590 · […][…]

0.16%Expense ratio$16 · $13 on $10k · lower wins0.13%

1.40%12-mo yield$140 · $308 on $10k3.08%

−9.8%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

0–2CTAP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · CTAP

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	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BCTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$144M

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	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BCTAP	Simplify US Equity PLUS Managed Futures Strategy ETFRead Desk	0.13%	3.08%	−0.3%	+4.4%	new	new	new	[…]	$144M

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

DIA vs CTAP

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

CTAP

Simplify US Equity PLUS Managed Futures Strategy

[…]

MeasureDIACTAP

Fee0.16%0.13%

Cost on $10k a year$16$13

Yield1.40%3.08%

5 years, per year+9.3%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.8%[…]

Volatility · 1Y13.4%[…]

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$59.7B

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: DIA, CTAP, IWF

Today

21.7%most shared, DIA and IWF

DIACTAPIWF

DIA—0.0%21.7%

CTAP0.0%—0.0%

IWF21.7%0.0%—

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

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

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