INFL vs CTA
Comparison between HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
INFL vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INFL
$1.60B
CTA
$1.60B
Expense Ratio
INFL
0.85%
Winner
CTA
0.75%
Max Drawdown
Winner
INFL
21.77%
CTA
22.46%
Sharpe Ratio
Winner
INFL
0.86
CTA
-0.00
5Y Beta
INFL
0.68
Winner
CTA
-0.07
INFL vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INFL
-7.92%
CTA
-12.62%
3M
Winner
INFL
-4.20%
CTA
-6.12%
6M
Winner
INFL
+9.44%
CTA
-0.17%
1Y
Winner
INFL
+18.21%
CTA
+2.63%
5Y(CAGR)
Winner
INFL
+11.80%
CTA
+7.13%
Max(CAGR)
Winner
INFL
+14.59%
CTA
+7.13%
INFL vs CTA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | INFL | CTA |
|---|---|---|
| 2026 | +9.78% | +0.61% |
| 2025 | +16.90% | +0.56% |
| 2024 | +24.36% | +22.54% |
| 2023 | +3.96% | -2.92% |
| 2022 | +2.97% | +9.54% |
| 2021 | +24.78% | N/A |
INFL vs CTA Drawdown Comparison
The maximum drawdown for INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 552 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current INFL drawdown is -10.92%. The current CTA drawdown is -17.74%.
| Rank | INFL | CTA |
|---|---|---|
| #1 | -21.30% Apr 20, 2022 - Jul 2, 2024 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -15.56% Nov 22, 2024 - May 20, 2025 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -10.92% Mar 2, 2026 - Jun 23, 2026 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -8.15% Nov 9, 2021 - Mar 2, 2022 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -7.17% Nov 12, 2025 - Jan 9, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -6.49% Jul 31, 2024 - Aug 19, 2024 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -5.94% Jun 15, 2021 - Sep 2, 2021 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -5.49% Jan 29, 2026 - Feb 11, 2026 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -4.78% Oct 6, 2025 - Nov 11, 2025 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -4.70% Feb 24, 2021 - Mar 10, 2021 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -4.56% Mar 17, 2021 - Apr 6, 2021 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -4.52% Jan 20, 2021 - Feb 5, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -4.26% Aug 23, 2024 - Sep 19, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -4.17% Sep 3, 2021 - Oct 13, 2021 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -3.59% Jun 13, 2025 - Aug 22, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between INFL and CTA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
INFL vs CTA dividend yield comparison.
| Year | INFL | CTA |
|---|---|---|
| 2026 | 0.16% | 2.62% |
| 2025 | 1.26% | 3.19% |
| 2024 | 1.78% | 4.80% |
| 2023 | 1.60% | 7.78% |
| 2022 | 1.65% | 6.58% |
| 2021 | 0.91% | 0.00% |
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