MTBA vs CTA
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
MTBA vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.60B
CTA
$1.60B
Expense Ratio
Winner
MTBA
0.15%
CTA
0.75%
Max Drawdown
Winner
MTBA
6.22%
CTA
22.46%
Sharpe Ratio
Winner
MTBA
0.27
CTA
-0.00
5Y Beta
MTBA
0.04
Winner
CTA
-0.07
MTBA vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MTBA
+0.59%
CTA
-12.62%
3M
Winner
MTBA
+0.57%
CTA
-6.12%
6M
Winner
MTBA
+0.10%
CTA
-0.17%
1Y
Winner
MTBA
+4.42%
CTA
+2.63%
5Y(CAGR)
MTBA
N/A
CTA
+7.13%
Max(CAGR)
MTBA
+5.05%
Winner
CTA
+7.13%
MTBA vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | CTA |
|---|---|---|
| 2026 | -0.07% | +0.61% |
| 2025 | +7.65% | +0.56% |
| 2024 | +2.47% | +22.54% |
| 2023 | +3.64% | -2.92% |
| 2022 | N/A | +9.54% |
MTBA vs CTA Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current MTBA drawdown is -1.44%. The current CTA drawdown is -17.74%.
| Rank | MTBA | CTA |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between MTBA and CTA is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2022 - 2026)
MTBA vs CTA dividend yield comparison.
| Year | MTBA | CTA |
|---|---|---|
| 2026 | 2.48% | 2.62% |
| 2025 | 5.98% | 3.19% |
| 2024 | 6.03% | 4.80% |
| 2023 | 0.48% | 7.78% |
| 2022 | 0.00% | 6.58% |
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