DFGX vs CTA
Comparison between DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
DFGX vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGX
$1.60B
CTA
$1.60B
Expense Ratio
Winner
DFGX
0.20%
CTA
0.75%
Max Drawdown
Winner
DFGX
5.06%
CTA
22.46%
Sharpe Ratio
DFGX
-0.06
Winner
CTA
-0.00
5Y Beta
DFGX
0.04
Winner
CTA
-0.07
DFGX vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFGX
+1.61%
CTA
-14.20%
3M
Winner
DFGX
+2.85%
CTA
-8.95%
6M
Winner
DFGX
+1.86%
CTA
-1.60%
1Y
Winner
DFGX
+3.63%
CTA
+2.50%
5Y(CAGR)
DFGX
N/A
CTA
+6.68%
Max(CAGR)
DFGX
+5.45%
Winner
CTA
+6.68%
DFGX vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFGX | CTA |
|---|---|---|
| 2026 | +2.23% | -1.20% |
| 2025 | +3.38% | +0.56% |
| 2024 | +4.14% | +22.54% |
| 2023 | +4.95% | -2.92% |
| 2022 | N/A | +9.54% |
DFGX vs CTA Drawdown Comparison
The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for CTA was -19.22%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current DFGX drawdown is -0.14%. The current CTA drawdown is -19.22%.
| Rank | DFGX | CTA |
|---|---|---|
| #1 | -3.32% Feb 27, 2026 - Mar 27, 2026 | -19.22% May 4, 2026 - Jun 24, 2026 |
| #2 | -2.74% Dec 6, 2024 - May 30, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -1.93% Dec 27, 2023 - Mar 8, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.75% Mar 28, 2024 - Jul 11, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -1.47% Sep 16, 2024 - Nov 29, 2024 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -1.38% Oct 28, 2025 - Feb 12, 2026 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.91% Aug 13, 2025 - Sep 8, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.87% Jul 1, 2025 - Aug 1, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.84% Dec 6, 2023 - Dec 13, 2023 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.82% Aug 5, 2024 - Aug 14, 2024 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.64% Mar 8, 2024 - Mar 22, 2024 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.62% Jun 4, 2025 - Jun 25, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.47% Jul 16, 2024 - Jul 29, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.46% Aug 14, 2024 - Sep 4, 2024 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between DFGX and CTA is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2022 - 2026)
DFGX vs CTA dividend yield comparison.
| Year | DFGX | CTA |
|---|---|---|
| 2026 | 0.00% | 2.67% |
| 2025 | 2.84% | 3.19% |
| 2024 | 4.61% | 4.80% |
| 2023 | 0.49% | 7.78% |
| 2022 | 0.00% | 6.58% |
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