SCCR vs CTA
Comparison between SCHWAB CORE BOND ETF (SCCR, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
SCCR vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCCR
$1.50B
CTA
$1.50B
Expense Ratio
Winner
SCCR
0.16%
CTA
0.75%
Max Drawdown
Winner
SCCR
4.48%
CTA
22.46%
Sharpe Ratio
SCCR
-0.23
Winner
CTA
-0.03
5Y Beta
SCCR
0.05
Winner
CTA
-0.10
SCCR vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
SCCR
-0.30%
Winner
CTA
-0.12%
3M
Winner
SCCR
-0.34%
CTA
-14.86%
6M
Winner
SCCR
-0.52%
CTA
-5.92%
1Y
Winner
SCCR
+2.87%
CTA
-0.48%
5Y(CAGR)
SCCR
N/A
CTA
+6.41%
Max(CAGR)
SCCR
+4.39%
Winner
CTA
+6.41%
SCCR vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SCCR | CTA |
|---|---|---|
| 2026 | +0.12% | -1.52% |
| 2025 | +6.65% | +0.56% |
| 2024 | N/A | +22.54% |
| 2023 | N/A | -2.92% |
| 2022 | N/A | +9.54% |
SCCR vs CTA Drawdown Comparison
The maximum drawdown for SCCR was -2.81%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current SCCR drawdown is -1.87%. The current CTA drawdown is -19.48%.
| Rank | SCCR | CTA |
|---|---|---|
| #1 | -2.81% Feb 27, 2026 - May 19, 2026 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -2.67% Apr 4, 2025 - Jun 25, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -1.10% Feb 5, 2025 - Feb 21, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.01% Mar 3, 2025 - Apr 1, 2025 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -1.00% Jul 1, 2025 - Jul 29, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.99% Oct 28, 2025 - Nov 26, 2025 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.81% Nov 26, 2025 - Jan 9, 2026 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.79% Sep 16, 2025 - Oct 2, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.58% Jan 14, 2026 - Feb 5, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.53% Aug 5, 2025 - Aug 27, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.40% Aug 28, 2025 - Sep 4, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.33% Oct 2, 2025 - Oct 10, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.29% Sep 8, 2025 - Sep 11, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.23% Oct 16, 2025 - Oct 21, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.19% Oct 22, 2025 - Oct 28, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between SCCR and CTA is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2022 - 2026)
SCCR vs CTA dividend yield comparison.
| Year | SCCR | CTA |
|---|---|---|
| 2026 | 2.68% | 3.71% |
| 2025 | 3.91% | 3.19% |
| 2024 | 0.00% | 4.80% |
| 2023 | 0.00% | 7.78% |
| 2022 | 0.00% | 6.58% |
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