FTRI vs CTAP
Comparison between FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (FTRI, ETF) and Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP, ETF).
FTRI vs CTAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTRI vs CTAP - Holdings Comparison
FTRI and CTAP have 0 common holdings. Overlap is 0.00%
FTRI's top 25 holdings weight is 86.87%. CTAP's top 25 holdings weight is 93.51%.
| Rank | FTRI | CTAP |
|---|---|---|
| #1 | BARRICK MINING CORP (n/a) - 9.35% | ISHARES CORE S&P 500 ETF (IVV) - 65.87% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 9.34% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 27.64% |
| #3 | E.ON SE (n/a) - 7.47% | N/A |
| #4 | ANGLOGOLD ASHANTI PLC (AU) - 6.16% | N/A |
| #5 | NUTRIEN LTD (n/a) - 4.96% | N/A |
| #6 | VEOLIA ENVIRONNEMENT SA (n/a) - 4.71% | N/A |
| #7 | GOLD FIELDS LTD ADR (GFI) - 4.20% | N/A |
| #8 | AMERICAN WATER WORKS CO INC (AWK) - 3.95% | N/A |
| #9 | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 3.74% | N/A |
| #10 | AXIA ENERGIA ADR (AXIA) - 3.63% | N/A |
| #11 | BUNGE GLOBAL SA (BG) - 3.02% | N/A |
| #12 | CF INDUSTRIES HOLDINGS INC (CF) - 2.95% | N/A |
| #13 | WEYERHAEUSER CO (WY) - 2.59% | N/A |
| #14 | PTT PCL (n/a) - 2.23% | N/A |
| #15 | WHITECAP RESOURCES INC (n/a) - 2.13% | N/A |
| #16 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 2.04% | N/A |
| #17 | ORIGIN ENERGY LTD (n/a) - 1.89% | N/A |
| #18 | ESSENTIAL UTILITIES INC (WTRG) - 1.69% | N/A |
| #19 | AKER BP ASA (n/a) - 1.63% | N/A |
| #20 | SUMITOMO METAL MINING CO LTD (n/a) - 1.62% | N/A |
| #21 | SEVERN TRENT PLC (n/a) - 1.61% | N/A |
| #22 | THE AES CORP (AES) - 1.60% | N/A |
| #23 | ENDEAVOUR MINING PLC (n/a) - 1.60% | N/A |
| #24 | HARMONY GOLD MINING CO LTD ADR (HMY) - 1.53% | N/A |
| #25 | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 1.23% | N/A |
| Total Holdings | 60 | 2 |
FTRI vs CTAP - Historical Returns
Returns include dividend reinvestment.
FTRI vs CTAP - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FTRI | CTAP |
|---|---|---|
| 2026 | +18.02% | +14.23% |
| 2025 | +31.91% | +2.44% |
| 2024 | -4.07% | N/A |
| 2023 | +3.32% | N/A |
| 2022 | +7.26% | N/A |
| 2021 | +23.44% | N/A |
| 2020 | -2.00% | N/A |
| 2019 | +21.80% | N/A |
| 2018 | -9.21% | N/A |
| 2017 | +11.19% | N/A |
| 2016 | +24.04% | N/A |
| 2015 | +0.78% | N/A |
FTRI vs CTAP Drawdown Comparison
The maximum drawdown for FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.
The maximum drawdown for CTAP was -20.49%, occurring on Jun 26, 2026. This drawdown has not yet recovered.
The current FTRI drawdown is -1.67%. The current CTAP drawdown is -10.79%.
| Rank | FTRI | CTAP |
|---|---|---|
| #1 | -43.82% Jan 17, 2020 - Jan 6, 2021 | -20.49% May 14, 2026 - Jun 26, 2026 |
| #2 | -27.55% Apr 18, 2022 - Jun 12, 2025 | -9.02% Mar 2, 2026 - Apr 22, 2026 |
| #3 | -17.27% May 21, 2018 - Apr 8, 2019 | -6.04% Jan 29, 2026 - Feb 18, 2026 |
| #4 | -17.04% Mar 2, 2026 - Jun 24, 2026 | -4.04% Jan 14, 2026 - Jan 26, 2026 |
| #5 | -14.54% Dec 23, 2015 - Mar 2, 2016 | -3.61% May 4, 2026 - May 12, 2026 |
| #6 | -14.38% May 10, 2021 - Jan 12, 2022 | -3.02% Dec 26, 2025 - Jan 9, 2026 |
| #7 | -13.58% Apr 8, 2019 - Dec 16, 2019 | -1.70% Dec 11, 2025 - Dec 19, 2025 |
| #8 | -10.18% Apr 29, 2016 - Jul 18, 2016 | -1.14% Apr 30, 2026 - May 4, 2026 |
| #9 | -9.42% Jan 14, 2021 - Feb 16, 2021 | -0.68% Jan 12, 2026 - Jan 14, 2026 |
| #10 | -8.90% Jan 26, 2018 - May 14, 2018 | -0.38% Feb 20, 2026 - Feb 24, 2026 |
| #11 | -8.48% Mar 17, 2016 - Apr 13, 2016 | -0.34% May 12, 2026 - May 14, 2026 |
| #12 | -8.35% Jul 18, 2016 - Dec 5, 2016 | -0.07% Feb 25, 2026 - Feb 27, 2026 |
| #13 | -8.32% Mar 11, 2021 - Apr 16, 2021 | -0.03% Dec 23, 2025 - Dec 26, 2025 |
| #14 | -7.37% Jan 25, 2017 - Aug 1, 2017 | N/A |
| #15 | -7.27% Mar 3, 2022 - Mar 21, 2022 | N/A |
Correlation
Correlation between FTRI and CTAP is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2015 - 2026)
FTRI vs CTAP dividend yield comparison.
| Year | FTRI | CTAP |
|---|---|---|
| 2026 | 0.87% | 1.75% |
| 2025 | 2.35% | 0.00% |
| 2024 | 4.29% | 0.00% |
| 2023 | 6.56% | 0.00% |
| 2022 | 8.37% | 0.00% |
| 2021 | 6.58% | 0.00% |
| 2020 | 3.64% | 0.00% |
| 2019 | 6.25% | 0.00% |
| 2018 | 4.24% | 0.00% |
| 2017 | 3.60% | 0.00% |
| 2016 | 2.96% | 0.00% |
| 2015 | 0.89% | 0.00% |
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