FSIG vs CTA
Comparison between FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF (FSIG, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
FSIG vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSIG
$1.50B
CTA
$1.50B
Expense Ratio
Winner
FSIG
0.44%
CTA
0.75%
Max Drawdown
Winner
FSIG
9.03%
CTA
22.46%
Sharpe Ratio
FSIG
-0.40
Winner
CTA
0.32
5Y Beta
FSIG
0.04
Winner
CTA
-0.11
FSIG vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
FSIG
+0.33%
Winner
CTA
+3.54%
3M
Winner
FSIG
+0.73%
CTA
-6.34%
6M
Winner
FSIG
+0.25%
CTA
-1.29%
1Y
FSIG
+3.13%
Winner
CTA
+8.06%
5Y(CAGR)
FSIG
+2.77%
Winner
CTA
+8.74%
Max(CAGR)
FSIG
+2.77%
Winner
CTA
+8.74%
FSIG vs CTA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FSIG | CTA |
|---|---|---|
| 2026 | +0.88% | +8.68% |
| 2025 | +6.65% | +0.56% |
| 2024 | +4.43% | +22.54% |
| 2023 | +6.02% | -2.92% |
| 2022 | -4.23% | +9.54% |
| 2021 | +0.02% | N/A |
FSIG vs CTA Drawdown Comparison
The maximum drawdown for FSIG was -6.88%, occurring on Oct 20, 2022. Recovery took 510 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current FSIG drawdown is -0.09%. The current CTA drawdown is -11.14%.
| Rank | FSIG | CTA |
|---|---|---|
| #1 | -6.88% Nov 19, 2021 - Dec 1, 2023 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -1.55% Feb 23, 2026 - Jun 25, 2026 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -1.51% Sep 24, 2024 - Feb 21, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.32% Feb 1, 2024 - May 21, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -1.26% Apr 3, 2025 - Apr 24, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.62% Jun 26, 2026 - Aug 5, 2026 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.58% Dec 27, 2023 - Jan 12, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.57% Jan 12, 2024 - Jan 31, 2024 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.50% Apr 30, 2025 - May 27, 2025 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.47% Jun 30, 2025 - Jul 21, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.47% Oct 27, 2025 - Nov 24, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.42% Aug 2, 2024 - Aug 14, 2024 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.40% Sep 16, 2025 - Oct 14, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.37% May 21, 2024 - May 31, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.37% Jul 5, 2024 - Jul 11, 2024 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between FSIG and CTA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2021 - 2026)
FSIG vs CTA dividend yield comparison.
| Year | FSIG | CTA |
|---|---|---|
| 2026 | 3.09% | 3.36% |
| 2025 | 4.73% | 3.19% |
| 2024 | 4.61% | 4.80% |
| 2023 | 4.42% | 7.78% |
| 2022 | 2.48% | 6.58% |
| 2021 | 0.12% | 0.00% |
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