CTA vs IDEQ
Comparison between SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
CTA vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CTA
$1.50B
Winner
IDEQ
$1.60B
Expense Ratio
CTA
0.75%
Winner
IDEQ
0.40%
Max Drawdown
CTA
22.46%
Winner
IDEQ
12.95%
Sharpe Ratio
CTA
0.27
Winner
IDEQ
1.46
5Y Beta
Winner
CTA
-0.12
IDEQ
1.17
CTA vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CTA
+12.29%
IDEQ
+2.51%
3M
CTA
-2.10%
Winner
IDEQ
+3.03%
6M
CTA
-2.80%
Winner
IDEQ
+9.31%
1Y
CTA
+7.70%
Winner
IDEQ
+34.74%
5Y(CAGR)
CTA
+8.68%
IDEQ
N/A
Max(CAGR)
CTA
+8.68%
Winner
IDEQ
+34.11%
CTA vs IDEQ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CTA | IDEQ |
|---|---|---|
| 2026 | +8.79% | +18.36% |
| 2025 | +0.56% | +11.77% |
| 2024 | +22.54% | N/A |
| 2023 | -2.92% | N/A |
| 2022 | +9.54% | N/A |
CTA vs IDEQ Drawdown Comparison
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current CTA drawdown is -11.05%.
| Rank | CTA | IDEQ |
|---|---|---|
| #1 | -20.79% May 4, 2026 - Aug 4, 2026 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -18.09% Oct 14, 2022 - Apr 10, 2024 | -6.57% Jun 22, 2026 - Aug 12, 2026 |
| #3 | -11.23% Feb 19, 2025 - Feb 18, 2026 | -5.01% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -8.34% May 20, 2024 - Nov 21, 2024 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #5 | -8.33% Apr 6, 2026 - Apr 28, 2026 | -3.72% May 6, 2026 - May 26, 2026 |
| #6 | -6.39% Mar 18, 2026 - Apr 2, 2026 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -5.28% Mar 8, 2022 - Apr 18, 2022 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #8 | -4.17% May 12, 2022 - Jun 30, 2022 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -4.00% Sep 26, 2022 - Oct 14, 2022 | -1.80% Aug 25, 2026 - Sep 4, 2026 |
| #10 | -3.69% Jul 25, 2022 - Aug 31, 2022 | -1.69% Aug 17, 2026 - Aug 25, 2026 |
| #11 | -3.03% Nov 22, 2024 - Dec 13, 2024 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -2.97% Sep 1, 2022 - Sep 14, 2022 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #13 | -2.63% Dec 18, 2024 - Jan 10, 2025 | -0.97% Jun 15, 2026 - Jun 18, 2026 |
| #14 | -2.42% Jul 6, 2022 - Jul 14, 2022 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #15 | -2.35% Apr 26, 2024 - May 13, 2024 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
Correlation
Correlation between CTA and IDEQ is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2022 - 2026)
CTA vs IDEQ dividend yield comparison.
| Year | CTA | IDEQ |
|---|---|---|
| 2026 | 3.83% | 0.78% |
| 2025 | 3.19% | 0.60% |
| 2024 | 4.80% | 0.00% |
| 2023 | 7.78% | 0.00% |
| 2022 | 6.58% | 0.00% |
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