IDEQ vs CTA
Comparison between LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
IDEQ vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEQ
$1.50B
CTA
$1.50B
Expense Ratio
Winner
IDEQ
0.40%
CTA
0.75%
Max Drawdown
Winner
IDEQ
12.95%
CTA
22.46%
Sharpe Ratio
Winner
IDEQ
1.33
CTA
-0.02
5Y Beta
IDEQ
1.18
Winner
CTA
-0.07
IDEQ vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDEQ
-2.58%
CTA
-5.45%
3M
Winner
IDEQ
+1.86%
CTA
-9.38%
6M
Winner
IDEQ
+8.74%
CTA
-2.23%
1Y
Winner
IDEQ
+26.87%
CTA
+1.16%
5Y(CAGR)
IDEQ
N/A
CTA
+7.06%
Max(CAGR)
Winner
IDEQ
+31.43%
CTA
+7.06%
IDEQ vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IDEQ | CTA |
|---|---|---|
| 2026 | +11.45% | +0.69% |
| 2025 | +11.77% | +0.56% |
| 2024 | N/A | +22.54% |
| 2023 | N/A | -2.92% |
| 2022 | N/A | +9.54% |
IDEQ vs CTA Drawdown Comparison
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.
The current IDEQ drawdown is -4.82%. The current CTA drawdown is -17.68%.
| Rank | IDEQ | CTA |
|---|---|---|
| #1 | -12.95% Feb 25, 2026 - May 6, 2026 | -20.43% May 4, 2026 - Jul 2, 2026 |
| #2 | -5.01% Jun 2, 2026 - Jun 15, 2026 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -4.82% Jun 22, 2026 - Jul 13, 2026 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -4.27% Nov 12, 2025 - Dec 2, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -3.72% May 6, 2026 - May 26, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -3.41% Oct 6, 2025 - Oct 27, 2025 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -2.31% Jan 29, 2026 - Feb 6, 2026 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -1.88% Oct 27, 2025 - Nov 11, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -1.51% Sep 22, 2025 - Oct 1, 2025 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -1.32% Jan 12, 2026 - Jan 21, 2026 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.97% Jun 15, 2026 - Jun 18, 2026 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.83% Dec 11, 2025 - Dec 19, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.79% Aug 29, 2025 - Sep 5, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.76% Feb 11, 2026 - Feb 18, 2026 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between IDEQ and CTA is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (2022 - 2026)
IDEQ vs CTA dividend yield comparison.
| Year | IDEQ | CTA |
|---|---|---|
| 2026 | 0.83% | 3.12% |
| 2025 | 0.60% | 3.19% |
| 2024 | 0.00% | 4.80% |
| 2023 | 0.00% | 7.78% |
| 2022 | 0.00% | 6.58% |
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