LMUB vs CTA
Comparison between ISHARES LONG-TERM NATIONAL MUNI BOND ETF (LMUB, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
LMUB vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LMUB
$1.60B
CTA
$1.60B
Expense Ratio
Winner
LMUB
0.09%
CTA
0.75%
Max Drawdown
Winner
LMUB
5.81%
CTA
22.46%
Sharpe Ratio
Winner
LMUB
1.26
CTA
0.05
5Y Beta
LMUB
0.01
Winner
CTA
-0.08
LMUB vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LMUB
+2.23%
CTA
-14.92%
3M
Winner
LMUB
+1.82%
CTA
-10.44%
6M
Winner
LMUB
+2.93%
CTA
+2.64%
1Y
Winner
LMUB
+9.09%
CTA
+3.04%
5Y(CAGR)
LMUB
N/A
CTA
+7.63%
Max(CAGR)
LMUB
+5.04%
Winner
CTA
+7.63%
LMUB vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LMUB | CTA |
|---|---|---|
| 2026 | +2.45% | +2.53% |
| 2025 | +3.52% | +0.56% |
| 2024 | N/A | +22.54% |
| 2023 | N/A | -2.92% |
| 2022 | N/A | +9.54% |
LMUB vs CTA Drawdown Comparison
The maximum drawdown for LMUB was -5.51%, occurring on Apr 11, 2025. Recovery took 109 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current CTA drawdown is -16.17%.
| Rank | LMUB | CTA |
|---|---|---|
| #1 | -5.51% Apr 4, 2025 - Sep 11, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -3.11% Feb 27, 2026 - Jun 2, 2026 | -16.23% May 4, 2026 - Jun 17, 2026 |
| #3 | -1.93% Mar 20, 2025 - Apr 4, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.03% Nov 11, 2025 - Jan 7, 2026 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -0.71% Jan 9, 2026 - Feb 2, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.68% Oct 28, 2025 - Nov 11, 2025 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.52% Sep 17, 2025 - Oct 3, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.30% Feb 18, 2026 - Feb 25, 2026 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.29% Feb 2, 2026 - Feb 6, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.24% Oct 8, 2025 - Oct 13, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.22% Jun 4, 2026 - Jun 18, 2026 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.22% Oct 22, 2025 - Oct 27, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.15% Oct 3, 2025 - Oct 8, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.15% Feb 10, 2026 - Feb 12, 2026 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.01% Oct 16, 2025 - Oct 20, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between LMUB and CTA is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2022 - 2026)
LMUB vs CTA dividend yield comparison.
| Year | LMUB | CTA |
|---|---|---|
| 2026 | 1.45% | 2.57% |
| 2025 | 3.14% | 3.19% |
| 2024 | 0.00% | 4.80% |
| 2023 | 0.00% | 7.78% |
| 2022 | 0.00% | 6.58% |
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