VTEI vs CTA
Comparison between VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTEI, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
VTEI vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTEI
$1.50B
CTA
$1.50B
Expense Ratio
Winner
VTEI
0.08%
CTA
0.75%
Max Drawdown
Winner
VTEI
4.79%
CTA
22.46%
Sharpe Ratio
Winner
VTEI
0.14
CTA
-0.03
5Y Beta
VTEI
0.03
Winner
CTA
-0.10
VTEI vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
VTEI
-0.83%
Winner
CTA
-0.12%
3M
Winner
VTEI
-0.24%
CTA
-14.86%
6M
Winner
VTEI
-0.71%
CTA
-5.92%
1Y
Winner
VTEI
+4.16%
CTA
-0.48%
5Y(CAGR)
VTEI
N/A
CTA
+6.41%
Max(CAGR)
VTEI
+2.65%
Winner
CTA
+6.41%
VTEI vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | VTEI | CTA |
|---|---|---|
| 2026 | +0.50% | -1.52% |
| 2025 | +4.48% | +0.56% |
| 2024 | +1.55% | +22.54% |
| 2023 | N/A | -2.92% |
| 2022 | N/A | +9.54% |
VTEI vs CTA Drawdown Comparison
The maximum drawdown for VTEI was -3.64%, occurring on Apr 10, 2025. Recovery took 128 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current VTEI drawdown is -1.40%. The current CTA drawdown is -19.48%.
| Rank | VTEI | CTA |
|---|---|---|
| #1 | -3.64% Mar 3, 2025 - Sep 4, 2025 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -2.61% Feb 27, 2026 - Mar 26, 2026 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -2.06% Feb 1, 2024 - Jul 12, 2024 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -1.87% Oct 2, 2024 - Dec 4, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -1.80% Dec 4, 2024 - Feb 25, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -0.69% Aug 5, 2024 - Aug 23, 2024 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -0.36% Nov 11, 2025 - Nov 28, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -0.35% Sep 23, 2025 - Oct 10, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -0.26% Aug 23, 2024 - Sep 5, 2024 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -0.21% Nov 28, 2025 - Dec 22, 2025 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.20% Jan 15, 2026 - Jan 27, 2026 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.19% Jul 12, 2024 - Jul 30, 2024 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.18% Oct 22, 2025 - Nov 11, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.14% Sep 17, 2024 - Sep 27, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.12% Feb 26, 2025 - Feb 28, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between VTEI and CTA is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2022 - 2026)
VTEI vs CTA dividend yield comparison.
| Year | VTEI | CTA |
|---|---|---|
| 2026 | 1.82% | 3.71% |
| 2025 | 3.00% | 3.19% |
| 2024 | 2.65% | 4.80% |
| 2023 | 0.00% | 7.78% |
| 2022 | 0.00% | 6.58% |
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