CTA vs LMUB
Comparison between SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF) and ISHARES LONG-TERM NATIONAL MUNI BOND ETF (LMUB, ETF).
CTA vs LMUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CTA
$1.60B
LMUB
$1.60B
Expense Ratio
CTA
0.75%
Winner
LMUB
0.09%
Max Drawdown
CTA
22.46%
Winner
LMUB
5.81%
Sharpe Ratio
CTA
-0.03
Winner
LMUB
1.22
5Y Beta
Winner
CTA
-0.08
LMUB
0.01
CTA vs LMUB - Historical Returns
Returns include dividend reinvestment.
1M
CTA
-14.98%
Winner
LMUB
+1.76%
3M
CTA
-9.95%
Winner
LMUB
+1.11%
6M
Winner
CTA
+3.25%
LMUB
+2.41%
1Y
CTA
+2.60%
Winner
LMUB
+8.75%
5Y(CAGR)
CTA
+7.62%
LMUB
N/A
Max(CAGR)
Winner
CTA
+7.62%
LMUB
+4.67%
CTA vs LMUB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CTA | LMUB |
|---|---|---|
| 2026 | +2.45% | +1.97% |
| 2025 | +0.56% | +3.52% |
| 2024 | +22.54% | N/A |
| 2023 | -2.92% | N/A |
| 2022 | +9.54% | N/A |
CTA vs LMUB Drawdown Comparison
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The maximum drawdown for LMUB was -5.51%, occurring on Apr 11, 2025. Recovery took 109 trading sessions.
The current CTA drawdown is -16.23%. The current LMUB drawdown is -0.16%.
| Rank | CTA | LMUB |
|---|---|---|
| #1 | -18.09% Oct 14, 2022 - Apr 10, 2024 | -5.51% Apr 4, 2025 - Sep 11, 2025 |
| #2 | -16.23% May 4, 2026 - Jun 17, 2026 | -3.11% Feb 27, 2026 - Jun 2, 2026 |
| #3 | -11.23% Feb 19, 2025 - Feb 18, 2026 | -1.93% Mar 20, 2025 - Apr 4, 2025 |
| #4 | -8.34% May 20, 2024 - Nov 21, 2024 | -1.03% Nov 11, 2025 - Jan 7, 2026 |
| #5 | -8.33% Apr 6, 2026 - Apr 28, 2026 | -0.71% Jan 9, 2026 - Feb 2, 2026 |
| #6 | -6.39% Mar 18, 2026 - Apr 2, 2026 | -0.68% Oct 28, 2025 - Nov 11, 2025 |
| #7 | -5.28% Mar 8, 2022 - Apr 18, 2022 | -0.52% Sep 17, 2025 - Oct 3, 2025 |
| #8 | -4.17% May 12, 2022 - Jun 30, 2022 | -0.30% Feb 18, 2026 - Feb 25, 2026 |
| #9 | -4.00% Sep 26, 2022 - Oct 14, 2022 | -0.29% Feb 2, 2026 - Feb 6, 2026 |
| #10 | -3.69% Jul 25, 2022 - Aug 31, 2022 | -0.24% Oct 8, 2025 - Oct 13, 2025 |
| #11 | -3.03% Nov 22, 2024 - Dec 13, 2024 | -0.22% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -2.97% Sep 1, 2022 - Sep 14, 2022 | -0.22% Oct 22, 2025 - Oct 27, 2025 |
| #13 | -2.63% Dec 18, 2024 - Jan 10, 2025 | -0.15% Oct 3, 2025 - Oct 8, 2025 |
| #14 | -2.42% Jul 6, 2022 - Jul 14, 2022 | -0.15% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -2.35% Apr 26, 2024 - May 13, 2024 | -0.01% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between CTA and LMUB is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2022 - 2026)
CTA vs LMUB dividend yield comparison.
| Year | CTA | LMUB |
|---|---|---|
| 2026 | 2.58% | 1.46% |
| 2025 | 3.19% | 3.14% |
| 2024 | 4.80% | 0.00% |
| 2023 | 7.78% | 0.00% |
| 2022 | 6.58% | 0.00% |
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