CTAP vs SCHD
Simplify US Equity PLUS Managed Futures Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, CTAP or SCHD?
Managed Futures against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
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
| Metric | CTAP | SCHD |
|---|---|---|
| Expense Ratio | 0.10% | 0.06%Best |
| AUM | $144M | $119.9B |
| Dividend Yield | 2.64% | 2.96% |
| Holdings | 147 | 204 |
| YTD Return | +8.44% | +33.09%Best |
| 1Y Return | +10.75% | +37.17%Best |
| 3Y Return (annualized) | - | +20.32% |
| 5Y Return (annualized) | - | +10.36% |
| Fund Family | Simplify Exchange Traded Funds | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Managed Futures | Large Cap Value |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
CTAP vs SCHD 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 SCHD Performance
Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) is an ETF from Simplify Exchange Traded Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CTAP returned +10.75% while SCHD returned +37.17%. Year to date, CTAP is up 8.44% versus a gain of 33.09% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
CTAP charges 0.10% per year while SCHD charges 0.06%. On a $10,000 position that is $10 vs $6 annually, a gap of $4 per year that compounds over a long holding period. On income, CTAP currently yields 2.64% against 2.96% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in CTAP and 98 in SCHD, totalling 60.0% and 99.8% 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 98 in SCHD, against full books of 147 and 204.
You are not choosing between two funds in isolation.
Whichever of CTAP and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CTAP or SCHD?
CTAP has an expense ratio of 0.10% while SCHD charges 0.06%. SCHD is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, CTAP or SCHD?
Over the past year CTAP returned +10.75% vs +37.17% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, CTAP or SCHD?
CTAP yields 2.64% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CTAP?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.