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TLTI vs SDMF

Comparison between NEOS ENHANCED INCOME 20+ YEAR TREASURY BOND ETF (TLTI, ETF) and SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF).

TLTI vs SDMF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TLTI
$13M
SDMF
$13M
Expense Ratio
TLTI
0.58%
Winner
SDMF
0.35%
Max Drawdown
TLTI
11.33%
Winner
SDMF
6.23%
Sharpe Ratio
Winner
TLTI
0.12
SDMF
0.02
5Y Beta
TLTI
0.14
Winner
SDMF
0.09

TLTI vs SDMF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TLTI
-0.11%
SDMF
-0.30%
3M
TLTI
-2.46%
Winner
SDMF
+1.95%
6M
TLTI
-0.43%
SDMF
N/A
1Y
TLTI
+4.41%
SDMF
N/A
Max(CAGR)
TLTI
-0.11%
Winner
SDMF
+3.12%

TLTI vs SDMF - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearTLTISDMF
2026+0.41%+0.89%
2025+4.43%N/A
2024-4.61%N/A

TLTI vs SDMF Drawdown Comparison

The maximum drawdown for TLTI was -8.69%, occurring on May 21, 2025. Recovery took 130 trading sessions.

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

The current TLTI drawdown is -4.17%. The current SDMF drawdown is -2.40%.

RankTLTISDMF
#1-8.69%
Apr 4, 2025 - Oct 10, 2025
-6.23%
Feb 27, 2026 - Jun 1, 2026
#2-7.02%
Dec 11, 2024 - Feb 26, 2025
-2.40%
Jun 3, 2026 - Jun 5, 2026
#3-6.59%
Feb 27, 2026 - May 19, 2026
-0.23%
Feb 25, 2026 - Feb 27, 2026
#4-4.53%
Oct 22, 2025 - Feb 26, 2026
-0.03%
Feb 20, 2026 - Feb 24, 2026
#5-4.07%
Mar 3, 2025 - Apr 4, 2025
N/A
#6-0.96%
Feb 26, 2025 - Feb 28, 2025
N/A
#7-0.14%
Oct 14, 2025 - Oct 16, 2025
N/A
#8-0.07%
Oct 16, 2025 - Oct 20, 2025
N/A

Correlation

Correlation between TLTI and SDMF is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

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