AVES vs CTA
Comparison between AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
AVES vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVES
$1.50B
CTA
$1.50B
Expense Ratio
Winner
AVES
0.36%
CTA
0.75%
Max Drawdown
AVES
28.22%
Winner
CTA
22.46%
Sharpe Ratio
Winner
AVES
0.82
CTA
0.15
5Y Beta
AVES
0.73
Winner
CTA
-0.07
AVES vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
AVES
-6.61%
Winner
CTA
+3.25%
3M
Winner
AVES
-0.55%
CTA
-4.79%
6M
Winner
AVES
+3.82%
CTA
+3.15%
1Y
Winner
AVES
+18.61%
CTA
+3.51%
5Y(CAGR)
Winner
AVES
+8.65%
CTA
+8.05%
Max(CAGR)
Winner
AVES
+8.65%
CTA
+8.05%
AVES vs CTA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVES | CTA |
|---|---|---|
| 2026 | +8.32% | +4.97% |
| 2025 | +30.47% | +0.56% |
| 2024 | +5.94% | +22.54% |
| 2023 | +16.19% | -2.92% |
| 2022 | -16.49% | +9.54% |
| 2021 | +1.32% | N/A |
AVES vs CTA Drawdown Comparison
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.
The current AVES drawdown is -7.50%. The current CTA drawdown is -14.18%.
| Rank | AVES | CTA |
|---|---|---|
| #1 | -27.41% Jan 12, 2022 - Apr 8, 2024 | -20.43% May 4, 2026 - Jul 2, 2026 |
| #2 | -18.49% Oct 2, 2024 - Jun 4, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -12.90% Feb 25, 2026 - May 6, 2026 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -9.54% Jun 15, 2026 - Jul 20, 2026 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -8.51% Jul 12, 2024 - Sep 24, 2024 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -6.73% Jun 1, 2026 - Jun 15, 2026 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -5.43% Oct 25, 2021 - Jan 11, 2022 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -5.24% May 8, 2026 - May 26, 2026 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -4.76% Apr 9, 2024 - May 2, 2024 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -4.68% May 17, 2024 - Jul 11, 2024 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -4.55% Sep 17, 2025 - Oct 23, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -3.87% Nov 12, 2025 - Dec 22, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -3.72% Jul 23, 2025 - Aug 13, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -2.63% Jun 12, 2025 - Jun 24, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -2.40% Jan 28, 2026 - Feb 9, 2026 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between AVES and CTA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2021 - 2026)
AVES vs CTA dividend yield comparison.
| Year | AVES | CTA |
|---|---|---|
| 2026 | 0.80% | 3.00% |
| 2025 | 3.17% | 3.19% |
| 2024 | 4.09% | 4.80% |
| 2023 | 3.96% | 7.78% |
| 2022 | 3.70% | 6.58% |
| 2021 | 0.62% | 0.00% |
Select Stocks to Compare
Popular: AVES vs SPYCTA vs SPY
More Comparisons
Compare with similar stocks