DIVB vs CTA
Comparison between ISHARES CORE DIVIDEND ETF (DIVB, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
DIVB vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVB
$1.50B
CTA
$1.50B
Expense Ratio
Winner
DIVB
0.05%
CTA
0.75%
Max Drawdown
DIVB
36.93%
Winner
CTA
22.46%
Sharpe Ratio
Winner
DIVB
2.32
CTA
0.04
5Y Beta
DIVB
0.65
Winner
CTA
-0.10
P/E Ratio
DIVB
19.05
CTA
N/A
Forward P/E
DIVB
14.61
CTA
N/A
PEG Ratio
DIVB
-0.88
CTA
N/A
5Y Dividends CAGR
DIVB
14.65%
CTA
N/A
5Y EPS CAGR
DIVB
8.08%
CTA
N/A
Debt to Equity
DIVB
-161.42%
CTA
N/A
P/S Ratio
DIVB
1.74
CTA
N/A
P/B Ratio
DIVB
2.65
CTA
N/A
DIVB vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVB
+5.53%
CTA
+0.46%
3M
Winner
DIVB
+15.74%
CTA
-14.23%
6M
Winner
DIVB
+18.95%
CTA
-5.23%
1Y
Winner
DIVB
+37.43%
CTA
+1.52%
5Y(CAGR)
Winner
DIVB
+13.50%
CTA
+6.59%
10Y(CAGR)
DIVB
+14.67%
CTA
N/A
Max(CAGR)
Winner
DIVB
+14.67%
CTA
+6.59%
DIVB vs CTA - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DIVB | CTA |
|---|---|---|
| 2026 | +26.49% | -0.79% |
| 2025 | +15.36% | +0.56% |
| 2024 | +18.23% | +22.54% |
| 2023 | +13.14% | -2.92% |
| 2022 | -11.09% | +9.54% |
| 2021 | +33.10% | N/A |
| 2020 | +9.91% | N/A |
| 2019 | +31.71% | N/A |
| 2018 | -7.68% | N/A |
| 2017 | +5.95% | N/A |
DIVB vs CTA Drawdown Comparison
The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current DIVB drawdown is -0.28%. The current CTA drawdown is -18.89%.
| Rank | DIVB | CTA |
|---|---|---|
| #1 | -36.93% Feb 14, 2020 - Nov 16, 2020 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -21.07% Jan 12, 2022 - Dec 26, 2023 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -19.20% Sep 21, 2018 - Apr 16, 2019 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -15.45% Feb 19, 2025 - Jun 27, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -10.68% Jan 26, 2018 - Aug 29, 2018 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -7.43% Apr 29, 2019 - Jul 1, 2019 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -7.38% Nov 26, 2024 - Feb 19, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -7.12% Jul 29, 2019 - Oct 21, 2019 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -6.83% Feb 11, 2026 - Apr 30, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -5.35% Mar 28, 2024 - May 15, 2024 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -5.14% Jul 31, 2024 - Aug 19, 2024 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -4.40% Nov 16, 2021 - Dec 10, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -4.36% Jan 17, 2020 - Feb 11, 2020 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -4.24% Oct 27, 2025 - Dec 3, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -4.17% Aug 30, 2021 - Oct 19, 2021 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between DIVB and CTA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2017 - 2026)
DIVB vs CTA dividend yield comparison.
| Year | DIVB | CTA |
|---|---|---|
| 2026 | 1.00% | 3.68% |
| 2025 | 2.50% | 3.19% |
| 2024 | 2.61% | 4.80% |
| 2023 | 3.18% | 7.78% |
| 2022 | 2.02% | 6.58% |
| 2021 | 1.63% | 0.00% |
| 2020 | 2.08% | 0.00% |
| 2019 | 2.07% | 0.00% |
| 2018 | 2.52% | 0.00% |
| 2017 | 0.37% | 0.00% |
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