FLDR vs CTA
Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
FLDR vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FLDR
$1.60B
CTA
$1.60B
Expense Ratio
Winner
FLDR
0.15%
CTA
0.75%
Max Drawdown
Winner
FLDR
12.31%
CTA
22.46%
Sharpe Ratio
Winner
FLDR
1.08
CTA
-0.00
5Y Beta
FLDR
0.01
Winner
CTA
-0.07
5Y Dividends CAGR
FLDR
49.50%
CTA
N/A
FLDR vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FLDR
+0.47%
CTA
-12.62%
3M
Winner
FLDR
+1.17%
CTA
-6.12%
6M
Winner
FLDR
+1.84%
CTA
-0.17%
1Y
Winner
FLDR
+4.64%
CTA
+2.63%
5Y(CAGR)
FLDR
+3.72%
Winner
CTA
+7.13%
10Y(CAGR)
FLDR
+3.22%
CTA
N/A
Max(CAGR)
FLDR
+3.22%
Winner
CTA
+7.13%
FLDR vs CTA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FLDR | CTA |
|---|---|---|
| 2026 | +1.69% | +0.61% |
| 2025 | +5.39% | +0.56% |
| 2024 | +5.78% | +22.54% |
| 2023 | +6.34% | -2.92% |
| 2022 | -0.31% | +9.54% |
| 2021 | -0.16% | N/A |
| 2020 | +1.98% | N/A |
| 2019 | +4.34% | N/A |
| 2018 | +0.94% | N/A |
FLDR vs CTA Drawdown Comparison
The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current CTA drawdown is -17.74%.
| Rank | FLDR | CTA |
|---|---|---|
| #1 | -12.23% Mar 5, 2020 - Jun 12, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -2.33% Aug 3, 2021 - Jan 12, 2023 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -1.06% Oct 23, 2018 - Feb 8, 2019 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -0.76% Apr 3, 2025 - May 16, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -0.68% Mar 13, 2023 - Apr 5, 2023 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.53% Dec 11, 2020 - Jul 8, 2021 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.47% Feb 27, 2026 - Apr 8, 2026 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.28% Oct 11, 2023 - Nov 1, 2023 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.28% Sep 4, 2019 - Sep 24, 2019 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.27% Oct 2, 2024 - Oct 30, 2024 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.24% Mar 28, 2024 - Apr 29, 2024 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.23% Sep 29, 2023 - Oct 11, 2023 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.22% Sep 3, 2020 - Dec 11, 2020 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.22% Sep 11, 2018 - Oct 11, 2018 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.21% Dec 6, 2024 - Jan 2, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between FLDR and CTA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2018 - 2026)
FLDR vs CTA dividend yield comparison.
| Year | FLDR | CTA |
|---|---|---|
| 2026 | 1.68% | 2.62% |
| 2025 | 4.66% | 3.19% |
| 2024 | 5.50% | 4.80% |
| 2023 | 5.28% | 7.78% |
| 2022 | 2.09% | 6.58% |
| 2021 | 0.51% | 0.00% |
| 2020 | 1.22% | 0.00% |
| 2019 | 2.69% | 0.00% |
| 2018 | 1.38% | 0.00% |
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