DTD vs CTA
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
DTD vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
CTA
$1.60B
Expense Ratio
Winner
DTD
0.28%
CTA
0.75%
Max Drawdown
DTD
60.19%
Winner
CTA
22.46%
Sharpe Ratio
Winner
DTD
1.79
CTA
-0.00
5Y Beta
DTD
0.67
Winner
CTA
-0.07
P/E Ratio
DTD
21.86
CTA
N/A
Forward P/E
DTD
17.34
CTA
N/A
5Y Dividends CAGR
DTD
5.15%
CTA
N/A
5Y EPS CAGR
DTD
16.82%
CTA
N/A
P/S Ratio
DTD
2.49
CTA
N/A
P/B Ratio
DTD
3.55
CTA
N/A
DTD vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DTD
+0.13%
CTA
-14.20%
3M
Winner
DTD
+8.31%
CTA
-8.95%
6M
Winner
DTD
+8.94%
CTA
-1.60%
1Y
Winner
DTD
+20.19%
CTA
+2.50%
5Y(CAGR)
Winner
DTD
+12.09%
CTA
+6.68%
10Y(CAGR)
DTD
+12.34%
CTA
N/A
Max(CAGR)
Winner
DTD
+9.64%
CTA
+6.68%
DTD vs CTA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | CTA |
|---|---|---|
| 2026 | +9.43% | -1.20% |
| 2025 | +14.42% | +0.56% |
| 2024 | +18.30% | +22.54% |
| 2023 | +11.07% | -2.92% |
| 2022 | -4.21% | +9.54% |
| 2021 | +27.75% | N/A |
| 2020 | +2.16% | N/A |
| 2019 | +28.19% | N/A |
| 2018 | -6.73% | N/A |
| 2017 | +16.55% | N/A |
| 2016 | +18.19% | N/A |
| 2015 | -1.38% | N/A |
| 2014 | +15.16% | N/A |
| 2013 | +24.96% | N/A |
| 2012 | +11.95% | N/A |
| 2011 | +7.63% | N/A |
| 2010 | +14.84% | N/A |
| 2009 | +16.64% | N/A |
| 2008 | -33.95% | N/A |
| 2007 | +1.13% | N/A |
| 2006 | +15.50% | N/A |
DTD vs CTA Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for CTA was -19.22%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current DTD drawdown is -1.16%. The current CTA drawdown is -19.22%.
| Rank | DTD | CTA |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -19.22% May 4, 2026 - Jun 24, 2026 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between DTD and CTA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2026)
DTD vs CTA dividend yield comparison.
| Year | DTD | CTA |
|---|---|---|
| 2026 | 0.67% | 2.67% |
| 2025 | 1.99% | 3.19% |
| 2024 | 2.07% | 4.80% |
| 2023 | 2.43% | 7.78% |
| 2022 | 2.62% | 6.58% |
| 2021 | 2.04% | 0.00% |
| 2020 | 2.73% | 0.00% |
| 2019 | 2.50% | 0.00% |
| 2018 | 2.93% | 0.00% |
| 2017 | 2.36% | 0.00% |
| 2016 | 2.66% | 0.00% |
| 2015 | 2.81% | 0.00% |
| 2014 | 2.42% | 0.00% |
| 2013 | 2.38% | 0.00% |
| 2012 | 3.07% | 0.00% |
| 2011 | 2.81% | 0.00% |
| 2010 | 2.87% | 0.00% |
| 2009 | 2.76% | 0.00% |
| 2008 | 4.60% | 0.00% |
| 2007 | 2.77% | 0.00% |
| 2006 | 1.04% | 0.00% |
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