UYLD vs CTA
Comparison between ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
UYLD vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UYLD
$1.50B
CTA
$1.50B
Expense Ratio
Winner
UYLD
0.35%
CTA
0.75%
Max Drawdown
Winner
UYLD
0.99%
CTA
22.46%
Sharpe Ratio
Winner
UYLD
1.52
CTA
0.10
5Y Beta
UYLD
0.00
Winner
CTA
-0.08
UYLD vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
UYLD
+0.29%
Winner
CTA
+7.82%
3M
Winner
UYLD
+1.23%
CTA
-5.65%
6M
UYLD
+2.17%
Winner
CTA
+2.59%
1Y
Winner
UYLD
+4.85%
CTA
+4.15%
5Y(CAGR)
UYLD
N/A
CTA
+8.40%
Max(CAGR)
UYLD
+5.86%
Winner
CTA
+8.40%
UYLD vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | UYLD | CTA |
|---|---|---|
| 2026 | +2.46% | +6.52% |
| 2025 | +5.39% | +0.56% |
| 2024 | +6.02% | +22.54% |
| 2023 | +6.76% | -2.92% |
| 2022 | +1.12% | +9.54% |
UYLD vs CTA Drawdown Comparison
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.
The current UYLD drawdown is -0.02%. The current CTA drawdown is -12.91%.
| Rank | UYLD | CTA |
|---|---|---|
| #1 | -0.54% Dec 30, 2024 - Feb 6, 2025 | -20.43% May 4, 2026 - Jul 2, 2026 |
| #2 | -0.41% Nov 10, 2022 - Dec 5, 2022 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -0.35% Apr 6, 2023 - May 3, 2023 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -0.27% May 4, 2023 - May 31, 2023 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -0.27% Jan 27, 2023 - Feb 22, 2023 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.24% Mar 27, 2023 - Apr 4, 2023 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.19% Apr 3, 2025 - Apr 22, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.18% Dec 21, 2022 - Jan 3, 2023 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.17% Mar 15, 2023 - Mar 24, 2023 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.15% Dec 14, 2022 - Dec 21, 2022 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.14% Oct 30, 2023 - Nov 3, 2023 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.14% Jan 3, 2023 - Jan 6, 2023 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.14% Jun 14, 2024 - Jun 21, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.14% Aug 2, 2024 - Aug 12, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.14% Mar 9, 2026 - Mar 31, 2026 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between UYLD and CTA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2022 - 2026)
UYLD vs CTA dividend yield comparison.
| Year | UYLD | CTA |
|---|---|---|
| 2026 | 2.49% | 2.95% |
| 2025 | 5.07% | 3.19% |
| 2024 | 4.97% | 4.80% |
| 2023 | 5.92% | 7.78% |
| 2022 | 0.75% | 6.58% |
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