KLMT vs CTA
Comparison between Invesco MSCI Global Climate 500 ETF (KLMT, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
KLMT vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KLMT
$1.60B
CTA
$1.60B
Expense Ratio
Winner
KLMT
0.10%
CTA
0.75%
Max Drawdown
Winner
KLMT
17.26%
CTA
22.46%
Sharpe Ratio
Winner
KLMT
1.54
CTA
-0.00
5Y Beta
KLMT
0.91
Winner
CTA
-0.07
P/E Ratio
KLMT
28.06
CTA
N/A
Forward P/E
KLMT
21.22
CTA
N/A
PEG Ratio
KLMT
0.35
CTA
N/A
5Y EPS CAGR
KLMT
26.94%
CTA
N/A
Debt to Equity
KLMT
-126.04%
CTA
N/A
P/S Ratio
KLMT
3.52
CTA
N/A
P/B Ratio
KLMT
5.55
CTA
N/A
KLMT vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KLMT
+0.34%
CTA
-12.62%
3M
Winner
KLMT
+12.79%
CTA
-6.12%
6M
Winner
KLMT
+9.85%
CTA
-0.17%
1Y
Winner
KLMT
+25.26%
CTA
+2.63%
5Y(CAGR)
KLMT
N/A
CTA
+7.13%
Max(CAGR)
Winner
KLMT
+18.66%
CTA
+7.13%
KLMT vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | KLMT | CTA |
|---|---|---|
| 2026 | +9.94% | +0.61% |
| 2025 | +21.51% | +0.56% |
| 2024 | +4.94% | +22.54% |
| 2023 | N/A | -2.92% |
| 2022 | N/A | +9.54% |
KLMT vs CTA Drawdown Comparison
The maximum drawdown for KLMT was -16.88%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current KLMT drawdown is -2.18%. The current CTA drawdown is -17.74%.
| Rank | KLMT | CTA |
|---|---|---|
| #1 | -16.88% Feb 18, 2025 - Jun 2, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -9.54% Feb 25, 2026 - Apr 15, 2026 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -8.58% Jul 16, 2024 - Aug 30, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -5.55% Oct 28, 2025 - Dec 23, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -4.68% Dec 6, 2024 - Jan 23, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -4.55% Jun 2, 2026 - Jun 10, 2026 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -4.10% Aug 30, 2024 - Sep 19, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -3.09% Oct 14, 2024 - Nov 7, 2024 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -3.02% Oct 6, 2025 - Oct 20, 2025 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -2.79% Jul 25, 2025 - Aug 12, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -2.44% Nov 7, 2024 - Nov 29, 2024 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -2.29% Jan 12, 2026 - Jan 26, 2026 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -2.27% Jan 27, 2026 - Feb 9, 2026 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -2.01% May 14, 2026 - May 26, 2026 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -1.82% Jun 12, 2025 - Jun 24, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between KLMT and CTA is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2022 - 2026)
KLMT vs CTA dividend yield comparison.
| Year | KLMT | CTA |
|---|---|---|
| 2026 | 0.81% | 2.62% |
| 2025 | 1.95% | 3.19% |
| 2024 | 0.85% | 4.80% |
| 2023 | 0.00% | 7.78% |
| 2022 | 0.00% | 6.58% |
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