IGEB vs CTA
Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
IGEB vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGEB
$1.50B
CTA
$1.50B
Expense Ratio
Winner
IGEB
0.18%
CTA
0.75%
Max Drawdown
IGEB
26.13%
Winner
CTA
22.46%
Sharpe Ratio
IGEB
-0.30
Winner
CTA
0.18
5Y Beta
IGEB
0.11
Winner
CTA
-0.11
5Y Dividends CAGR
IGEB
2.02%
CTA
N/A
IGEB vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGEB
+0.36%
CTA
-0.33%
3M
Winner
IGEB
-0.18%
CTA
-7.79%
6M
Winner
IGEB
-1.65%
CTA
-4.28%
1Y
IGEB
+2.06%
Winner
CTA
+4.77%
5Y(CAGR)
IGEB
+0.55%
Winner
CTA
+8.15%
10Y(CAGR)
IGEB
+3.00%
CTA
N/A
Max(CAGR)
IGEB
+3.00%
Winner
CTA
+8.15%
IGEB vs CTA - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IGEB | CTA |
|---|---|---|
| 2026 | -0.19% | +6.17% |
| 2025 | +8.14% | +0.56% |
| 2024 | +3.64% | +22.54% |
| 2023 | +9.01% | -2.92% |
| 2022 | -14.22% | +9.54% |
| 2021 | -0.76% | N/A |
| 2020 | +10.93% | N/A |
| 2019 | +15.54% | N/A |
| 2018 | -2.06% | N/A |
| 2017 | +1.53% | N/A |
IGEB vs CTA Drawdown Comparison
The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current IGEB drawdown is -1.69%. The current CTA drawdown is -13.19%.
| Rank | IGEB | CTA |
|---|---|---|
| #1 | -21.13% Aug 4, 2021 - Aug 13, 2025 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -16.51% Mar 5, 2020 - Jun 8, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -5.02% Dec 31, 2020 - Jul 19, 2021 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -4.64% Dec 18, 2017 - Feb 26, 2019 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -2.88% Feb 23, 2026 - Mar 27, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -2.43% Sep 4, 2019 - Oct 4, 2019 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -2.24% Aug 6, 2020 - Nov 19, 2020 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -1.37% Oct 27, 2025 - Jan 14, 2026 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -1.36% Jul 3, 2019 - Aug 1, 2019 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -1.28% Oct 4, 2019 - Nov 25, 2019 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.84% Sep 15, 2025 - Oct 14, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.79% Nov 7, 2017 - Dec 5, 2017 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.79% Sep 6, 2017 - Nov 2, 2017 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.75% Jan 14, 2026 - Feb 5, 2026 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.68% Apr 10, 2019 - Apr 24, 2019 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between IGEB and CTA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2017 - 2026)
IGEB vs CTA dividend yield comparison.
| Year | IGEB | CTA |
|---|---|---|
| 2026 | 2.99% | 3.44% |
| 2025 | 4.92% | 3.19% |
| 2024 | 5.09% | 4.80% |
| 2023 | 4.60% | 7.78% |
| 2022 | 3.63% | 6.58% |
| 2021 | 3.84% | 0.00% |
| 2020 | 3.78% | 0.00% |
| 2019 | 5.61% | 0.00% |
| 2018 | 3.59% | 0.00% |
| 2017 | 1.62% | 0.00% |
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