CTAP vs IVV

CTAP vs IVV

Which is better, CTAP or IVV?

Managed Futures against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCTAPIVV
Expense Ratio0.10%0.03%Best
AUM$154M$876.4B
Dividend Yield1.81%1.06%
Holdings53508
YTD Return+22.70%Best+12.39%
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Fund FamilySimplify Exchange Traded FundsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleManaged FuturesLarge Cap Blend
InceptionDec 8, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CTAP vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CTAP vs IVV Performance

Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) is an ETF from Simplify Exchange Traded Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CTAP is up 22.70% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

CTAP charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, CTAP currently yields 1.81% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in CTAP and 490 in IVV, totalling 6.5% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in CTAP and 490 in IVV, against full books of 53 and 508.

You are not choosing between two funds in isolation.

Whichever of CTAP and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CTAPIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CTAP or IVV?

CTAP has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option, by $7 a year on a $10,000 investment.

Which pays a higher dividend, CTAP or IVV?

CTAP yields 1.81% while IVV yields 1.06%, so CTAP currently pays the higher dividend yield.

Is IVV better than CTAP?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.