Simplify Managed Futures Strategy ETF (CTA) belongs to the Systematic Trend category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CTA. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CTA
CTA charges 0.78% annually. There are 4 ETFs in the Systematic Trend category with lower expense ratios, going as low as 0.35%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Simplify DBi CTA Managed Futures Index ETF | 0.35% | 31.52M | Feb 2026 | CTA vs SDMF | |
| Global X Dorsey Wright Thematic ETF | 0.50% | 7.96M | Oct 2019 | CTA vs GXDW | |
| JPMorgan Managed Futures Plus ETF | 0.59% | 16.08M | May 2026 | CTA vs JPFP | |
| Invesco Managed Futures Strategy ETF | 0.65% | — | Mar 2025 | CTA vs IMF | |
| Fidelity Managed Futures ETF | 0.80% | 255.42M | Jun 2025 | CTA vs FFUT |
Best Risk-Adjusted Alternatives to CTA
CTA has a PortfoliosLab risk / return rank of 10. There are 10 ETFs in the Systematic Trend category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Managed Futures Active ETF | 90 | — | Mar 2025 | CTA vs ISMF | |
| iMGP DBi Managed Futures Strategy ETF | 78 | 1.89B | May 2019 | CTA vs DBMF | |
| Invesco Managed Futures Strategy ETF | 73 | — | Mar 2025 | CTA vs IMF | |
| Return Stacked U.S. Stocks & Managed Futures ETF | 71 | 466.84M | Sep 2023 | CTA vs RSST | |
| American Beacon AHL Trend ETF | 70 | 133.25M | Aug 2023 | CTA vs AHLT |
Top Performing CTA Alternatives (YTD)
CTA is at 1.30% YTD. There are 11 ETFs in the Systematic Trend category with higher YTD returns, going as high as 18.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Dorsey Wright Thematic ETF | 18.88% | 7.96M | Oct 2019 | CTA vs GXDW | |
| Cambria Chesapeake Pure Trend ETF | 16.76% | — | May 2024 | CTA vs MFUT | |
| Return Stacked U.S. Stocks & Managed Futures ETF | 16.23% | 466.84M | Sep 2023 | CTA vs RSST | |
| Invesco Managed Futures Strategy ETF | 12.34% | — | Mar 2025 | CTA vs IMF | |
| American Beacon AHL Trend ETF | 11.56% | 133.25M | Aug 2023 | CTA vs AHLT |
Lowest Volatility Alternatives to CTA
CTA has 20.40% 1-year volatility. There are 10 ETFs in the Systematic Trend category with lower 1-year volatility, going as low as 7.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Managed Futures Active ETF | 7.98% | — | Mar 2025 | CTA vs ISMF | |
| Invesco Managed Futures Strategy ETF | 10.41% | — | Mar 2025 | CTA vs IMF | |
| Fidelity Managed Futures ETF | 11.23% | 255.42M | Jun 2025 | CTA vs FFUT | |
| KFA Mount Lucas Index Strategy ETF | 11.38% | 300.41M | Dec 2020 | CTA vs KMLM | |
| Virtus AlphaSimplex Managed Futures ETF | 11.43% | 31.52M | May 2024 | CTA vs ASMF |
Lowest Drawdown Alternatives to CTA
CTA has a 1-year max drawdown of -16.89%. There are 9 ETFs in the Systematic Trend category with shallower 1-year drawdowns, going as shallow as -3.59%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Managed Futures Strategy ETF | -3.59% | — | Mar 2025 | CTA vs IMF | |
| iShares Managed Futures Active ETF | -3.94% | — | Mar 2025 | CTA vs ISMF | |
| Fidelity Managed Futures ETF | -3.98% | 255.42M | Jun 2025 | CTA vs FFUT | |
| Virtus AlphaSimplex Managed Futures ETF | -5.02% | 31.52M | May 2024 | CTA vs ASMF | |
| iMGP DBi Managed Futures Strategy ETF | -6.10% | 1.89B | May 2019 | CTA vs DBMF |
Other ETFs from Simplify
The 10 most viewed Simplify ETFs shown here include SVOL, HEQT, MAXI and span 14 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Simplify Volatility Premium ETF | Volatility | 29 | 0.96% | 547.01M | May 2021 | CTA vs SVOL | |
| Simplify Hedged Equity ETF | Equity Hedged, Options Trading, Actively Managed | 68 | 4.76% | 316.92M | Nov 2021 | CTA vs HEQT | |
| Simplify Bitcoin Strategy PLUS Income ETF | Cryptocurrency, Derivative Income | 2 | -35.22% | 25.20M | Sep 2022 | CTA vs MAXI | |
| Simplify Interest Rate Hedge ETF | Hedge Fund | 5 | -6.41% | 201.47M | May 2021 | CTA vs PFIX | |
| Simplify High Yield PLUS Credit Hedge ETF | High Yield Bonds | 6 | -1.51% | 398.24M | Feb 2022 | CTA vs CDX | |
| Simplify Treasury Option Income ETF | Government Bonds, Ultrashort Bond, Derivative Income | 86 | 2.07% | 465.86M | Oct 2022 | CTA vs BUCK | |
| Simplify Enhanced Income ETF | Derivative Income, Dividend | 8 | 0.03% | 72.39M | Oct 2022 | CTA vs HIGH | |
| Simplify Aggregate Bond ETF | Intermediate Core Bond | 37 | 0.48% | 512.36M | Feb 2022 | CTA vs AGGH | |
| Simplify MBS ETF | Mortgage Backed Securities | 40 | -0.06% | 1.55B | Nov 2023 | CTA vs MTBA | |
| Simplify Commodities Strategy No K-1 ETF | Commodities | 13 | 4.88% | 91.58M | Mar 2023 | CTA vs HARD |
Often Compared With CTA
Investors most often compare CTA with SPY, WTMF, SPMO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CTA with Any Fund or Stock
Compare CTA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTA with funds that move differently
Simplify Managed Futures Strategy ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTA.
Explore CTA Diversifiers