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SDMF vs FARX

Comparison between SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF) and FRONTIER ASSET ABSOLUTE RETURN ETF (FARX, ETF).

SDMF vs FARX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDMF
$13M
Winner
FARX
$13M
Expense Ratio
Winner
SDMF
0.35%
FARX
0.95%
Max Drawdown
SDMF
6.23%
Winner
FARX
6.15%
Sharpe Ratio
SDMF
0.02
Winner
FARX
1.83
5Y Beta
Winner
SDMF
0.09
FARX
0.22

SDMF vs FARX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SDMF
-0.30%
FARX
-0.81%
3M
SDMF
+1.95%
Winner
FARX
+2.41%
6M
SDMF
N/A
FARX
+8.84%
1Y
SDMF
N/A
FARX
+18.10%
Max(CAGR)
SDMF
+3.12%
Winner
FARX
+13.06%

SDMF vs FARX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSDMFFARX
2026+0.89%+7.43%
2025N/A+10.24%
2024N/A+0.35%

SDMF vs FARX Drawdown Comparison

The maximum drawdown for SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.

The maximum drawdown for FARX was -5.83%, occurring on Apr 7, 2025. Recovery took 105 trading sessions.

The current SDMF drawdown is -2.40%. The current FARX drawdown is -2.00%.

RankSDMFFARX
#1-6.23%
Feb 27, 2026 - Jun 1, 2026
-5.83%
Feb 18, 2025 - Jul 21, 2025
#2-2.40%
Jun 3, 2026 - Jun 5, 2026
-2.80%
Jan 29, 2026 - Feb 25, 2026
#3-0.23%
Feb 25, 2026 - Feb 27, 2026
-2.34%
Mar 2, 2026 - Apr 1, 2026
#4-0.03%
Feb 20, 2026 - Feb 24, 2026
-2.31%
Jul 23, 2025 - Sep 2, 2025
#5N/A-2.00%
Nov 12, 2025 - Nov 28, 2025
#6N/A-2.00%
May 12, 2026 - Jun 5, 2026
#7N/A-1.93%
Oct 8, 2025 - Oct 16, 2025
#8N/A-1.36%
Oct 20, 2025 - Nov 11, 2025
#9N/A-1.23%
Dec 26, 2025 - Jan 6, 2026
#10N/A-0.95%
Jan 23, 2025 - Jan 30, 2025
#11N/A-0.76%
Dec 11, 2025 - Dec 19, 2025
#12N/A-0.67%
Jan 6, 2026 - Jan 12, 2026
#13N/A-0.54%
Dec 26, 2024 - Jan 2, 2025
#14N/A-0.52%
Apr 30, 2026 - May 8, 2026
#15N/A-0.51%
Jan 14, 2026 - Jan 21, 2026

Correlation

Correlation between SDMF and FARX is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

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