IYK vs CTA
Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
IYK vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYK
$1.60B
CTA
$1.60B
Expense Ratio
Winner
IYK
0.38%
CTA
0.75%
Max Drawdown
IYK
44.10%
Winner
CTA
22.46%
Sharpe Ratio
Winner
IYK
0.24
CTA
-0.00
5Y Beta
IYK
0.11
Winner
CTA
-0.07
P/E Ratio
IYK
25.39
CTA
N/A
Forward P/E
IYK
17.64
CTA
N/A
PEG Ratio
IYK
0.65
CTA
N/A
5Y Dividends CAGR
IYK
19.15%
CTA
N/A
5Y EPS CAGR
IYK
8.24%
CTA
N/A
Debt to Equity
IYK
135.41%
CTA
N/A
P/S Ratio
IYK
0.96
CTA
N/A
P/B Ratio
IYK
4.51
CTA
N/A
IYK vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYK
-0.06%
CTA
-12.62%
3M
Winner
IYK
+4.90%
CTA
-6.12%
6M
Winner
IYK
+9.24%
CTA
-0.17%
1Y
Winner
IYK
+5.43%
CTA
+2.63%
5Y(CAGR)
Winner
IYK
+9.11%
CTA
+7.13%
10Y(CAGR)
IYK
+12.74%
CTA
N/A
Max(CAGR)
Winner
IYK
+12.77%
CTA
+7.13%
IYK vs CTA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYK | CTA |
|---|---|---|
| 2026 | +9.69% | +0.61% |
| 2025 | +5.25% | +0.56% |
| 2024 | +3.60% | +22.54% |
| 2023 | +3.15% | -2.92% |
| 2022 | +8.20% | +9.54% |
| 2021 | +22.12% | N/A |
| 2020 | +37.94% | N/A |
| 2019 | +34.57% | N/A |
| 2018 | -9.20% | N/A |
| 2017 | +20.14% | N/A |
| 2016 | +12.04% | N/A |
| 2015 | +11.00% | N/A |
| 2014 | +17.14% | N/A |
| 2013 | +31.92% | N/A |
| 2012 | +16.91% | N/A |
| 2011 | +12.71% | N/A |
| 2010 | +23.19% | N/A |
| 2009 | +27.13% | N/A |
| 2008 | -21.79% | N/A |
| 2007 | +13.19% | N/A |
| 2006 | +18.07% | N/A |
| 2005 | +5.73% | N/A |
| 2004 | +15.00% | N/A |
| 2003 | +21.68% | N/A |
| 2002 | -3.22% | N/A |
| 2001 | +6.00% | N/A |
| 2000 | +6.94% | N/A |
IYK vs CTA Drawdown Comparison
The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current IYK drawdown is -5.76%. The current CTA drawdown is -17.74%.
| Rank | IYK | CTA |
|---|---|---|
| #1 | -39.61% Dec 10, 2007 - Jan 6, 2010 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -33.19% Feb 20, 2020 - Jul 15, 2020 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -22.37% May 2, 2002 - Nov 3, 2003 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -15.50% Jan 24, 2018 - Mar 29, 2019 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -13.22% Jul 7, 2011 - Dec 23, 2011 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -13.13% Apr 21, 2022 - Nov 30, 2022 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -12.57% Feb 12, 2001 - Aug 24, 2001 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -10.91% Sep 4, 2024 - Mar 3, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -10.68% Feb 27, 2026 - Apr 21, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -10.49% Jul 28, 2023 - Jan 2, 2024 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -10.04% Aug 5, 2015 - Oct 16, 2015 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -9.82% Apr 22, 2010 - Sep 15, 2010 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -9.21% Jun 30, 2004 - Dec 2, 2004 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -9.05% Feb 8, 2021 - Apr 6, 2021 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -9.02% Sep 5, 2001 - Nov 6, 2001 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between IYK and CTA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2000 - 2026)
IYK vs CTA dividend yield comparison.
| Year | IYK | CTA |
|---|---|---|
| 2026 | 1.04% | 2.62% |
| 2025 | 2.75% | 3.19% |
| 2024 | 2.63% | 4.80% |
| 2023 | 8.23% | 7.78% |
| 2022 | 6.49% | 6.58% |
| 2021 | 4.46% | 0.00% |
| 2020 | 4.26% | 0.00% |
| 2019 | 6.63% | 0.00% |
| 2018 | 8.43% | 0.00% |
| 2017 | 5.21% | 0.00% |
| 2016 | 7.88% | 0.00% |
| 2015 | 6.34% | 0.00% |
| 2014 | 5.47% | 0.00% |
| 2013 | 5.52% | 0.00% |
| 2012 | 6.71% | 0.00% |
| 2011 | 6.32% | 0.00% |
| 2010 | 6.45% | 0.00% |
| 2009 | 7.24% | 0.00% |
| 2008 | 7.49% | 0.00% |
| 2007 | 5.58% | 0.00% |
| 2006 | 5.65% | 0.00% |
| 2005 | 4.85% | 0.00% |
| 2004 | 4.09% | 0.00% |
| 2003 | 4.16% | 0.00% |
| 2002 | 4.46% | 0.00% |
| 2001 | 3.60% | 0.00% |
| 2000 | 1.73% | 0.00% |
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