CTA vs QLTA
Comparison between SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).
CTA vs QLTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CTA
$1.50B
Winner
QLTA
$1.60B
Expense Ratio
CTA
0.75%
Winner
QLTA
0.15%
Max Drawdown
Winner
CTA
22.46%
QLTA
26.32%
Sharpe Ratio
Winner
CTA
-0.02
QLTA
-0.19
5Y Beta
Winner
CTA
-0.07
QLTA
0.10
5Y Dividends CAGR
CTA
N/A
QLTA
12.34%
CTA vs QLTA - Historical Returns
Returns include dividend reinvestment.
1M
CTA
-5.45%
Winner
QLTA
-1.18%
3M
CTA
-9.38%
Winner
QLTA
-1.12%
6M
CTA
-2.23%
Winner
QLTA
-0.90%
1Y
CTA
+1.16%
Winner
QLTA
+3.43%
5Y(CAGR)
Winner
CTA
+7.06%
QLTA
-0.34%
10Y(CAGR)
CTA
N/A
QLTA
+1.69%
Max(CAGR)
Winner
CTA
+7.06%
QLTA
+2.44%
CTA vs QLTA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CTA | QLTA |
|---|---|---|
| 2026 | +0.69% | -0.49% |
| 2025 | +0.56% | +7.38% |
| 2024 | +22.54% | +1.84% |
| 2023 | -2.92% | +6.96% |
| 2022 | +9.54% | -14.44% |
| 2021 | N/A | -1.97% |
| 2020 | N/A | +9.46% |
| 2019 | N/A | +12.41% |
| 2018 | N/A | -1.81% |
| 2017 | N/A | +5.55% |
| 2016 | N/A | +4.23% |
| 2015 | N/A | +0.13% |
| 2014 | N/A | +6.39% |
| 2013 | N/A | -2.60% |
| 2012 | N/A | +6.22% |
CTA vs QLTA Drawdown Comparison
The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current CTA drawdown is -17.68%. The current QLTA drawdown is -4.28%.
| Rank | CTA | QLTA |
|---|---|---|
| #1 | -20.43% May 4, 2026 - Jul 2, 2026 | -22.28% Aug 6, 2020 - Oct 20, 2022 |
| #2 | -18.09% Oct 14, 2022 - Apr 10, 2024 | -15.24% Mar 6, 2020 - May 29, 2020 |
| #3 | -11.23% Feb 19, 2025 - Feb 18, 2026 | -7.06% May 2, 2013 - May 27, 2014 |
| #4 | -8.34% May 20, 2024 - Nov 21, 2024 | -5.63% Jul 8, 2016 - Aug 23, 2017 |
| #5 | -8.33% Apr 6, 2026 - Apr 28, 2026 | -4.40% Jan 30, 2015 - Mar 15, 2016 |
| #6 | -6.39% Mar 18, 2026 - Apr 2, 2026 | -4.28% Dec 29, 2017 - Jan 31, 2019 |
| #7 | -5.28% Mar 8, 2022 - Apr 18, 2022 | -2.71% Sep 4, 2019 - Dec 27, 2019 |
| #8 | -4.17% May 12, 2022 - Jun 30, 2022 | -2.24% Jul 25, 2012 - Sep 24, 2012 |
| #9 | -4.00% Sep 26, 2022 - Oct 14, 2022 | -2.20% Dec 6, 2012 - Apr 8, 2013 |
| #10 | -3.69% Jul 25, 2022 - Aug 31, 2022 | -1.78% Feb 28, 2012 - May 1, 2012 |
| #11 | -3.03% Nov 22, 2024 - Dec 13, 2024 | -1.70% Aug 27, 2014 - Oct 7, 2014 |
| #12 | -2.97% Sep 1, 2022 - Sep 14, 2022 | -1.53% Oct 17, 2014 - Jan 2, 2015 |
| #13 | -2.63% Dec 18, 2024 - Jan 10, 2025 | -1.43% May 5, 2016 - Jun 3, 2016 |
| #14 | -2.42% Jul 6, 2022 - Jul 14, 2022 | -1.21% Jul 3, 2019 - Aug 1, 2019 |
| #15 | -2.35% Apr 26, 2024 - May 13, 2024 | -1.06% Sep 7, 2017 - Dec 13, 2017 |
Correlation
Correlation between CTA and QLTA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2012 - 2026)
CTA vs QLTA dividend yield comparison.
| Year | CTA | QLTA |
|---|---|---|
| 2026 | 3.12% | 2.32% |
| 2025 | 3.19% | 4.33% |
| 2024 | 4.80% | 4.11% |
| 2023 | 7.78% | 3.39% |
| 2022 | 6.58% | 2.79% |
| 2021 | 0.00% | 1.96% |
| 2020 | 0.00% | 2.31% |
| 2019 | 0.00% | 2.99% |
| 2018 | 0.00% | 3.09% |
| 2017 | 0.00% | 2.67% |
| 2016 | 0.00% | 2.59% |
| 2015 | 0.00% | 2.99% |
| 2014 | 0.00% | 2.32% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 1.94% |
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