Castellan Targeted Equity ETF (CTEF) Alternatives
Castellan Targeted Equity ETF (CTEF) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CTEF. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CTEF
CTEF charges 0.45% annually. Among ETFs in the Mid Cap Blend Equities category, these options have the lowest expense ratios among CTEF alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.04% | Jun 28, 2004 | CTEF vs IMCB | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | Nov 8, 2005 | CTEF vs SPMD | |
| iShares Core S&P Mid-Cap ETF | 0.05% | May 22, 2000 | CTEF vs IJH | |
| iShares ESG Screened S&P Mid-Cap ETF | 0.12% | Sep 22, 2020 | CTEF vs XJH | |
| Vanguard U.S. Quality Factor ETF | 0.13% | Feb 13, 2018 | CTEF vs VFQY |
Best Risk-Adjusted Alternatives to CTEF
Among ETFs in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 96 | Jun 19, 2009 | CTEF vs EPU | |
| Tema American Reshoring ETF | 89 | May 10, 2023 | CTEF vs RSHO | |
| Invesco S&P Spin-Off ETF | 88 | Dec 15, 2006 | CTEF vs CSD | |
| Gabelli Love Our Planet & People ETF | 85 | Feb 1, 2021 | CTEF vs LOPP | |
| VanEck Agribusiness ETF | 84 | Aug 31, 2007 | CTEF vs MOO |
Top Performing CTEF Alternatives (YTD)
CTEF alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| VanEck Agribusiness ETF | 16.09% | Aug 31, 2007 | CTEF vs MOO | |
| Invesco S&P Spin-Off ETF | 12.97% | Dec 15, 2006 | CTEF vs CSD | |
| Tema American Reshoring ETF | 12.27% | May 10, 2023 | CTEF vs RSHO | |
| iShares MSCI Peru ETF | 11.55% | Jun 19, 2009 | CTEF vs EPU | |
| First Trust Dividend Strength ETF | 7.34% | Dec 5, 2006 | CTEF vs FTDS |
Lowest Volatility Alternatives to CTEF
CTEF alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 12.15% | May 11, 2020 | CTEF vs SIXL | |
| Vanguard U.S. Minimum Volatility ETF | 12.31% | Feb 13, 2018 | CTEF vs VFMV | |
| Pacer Trendpilot US Mid Cap ETF | 13.84% | Jun 11, 2015 | CTEF vs PTMC | |
| Invesco Bloomberg MVP Multi-factor ETF | 14.30% | May 1, 2003 | CTEF vs BMVP | |
| Invesco Dynamic Market ETF | 14.30% | May 1, 2003 | CTEF vs PWC |
Lowest Drawdown Alternatives to CTEF
CTEF alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | -8.63% | May 11, 2020 | CTEF vs SIXL | |
| Pacer Trendpilot US Mid Cap ETF | -8.89% | Jun 11, 2015 | CTEF vs PTMC | |
| Vanguard U.S. Minimum Volatility ETF | -9.63% | Feb 13, 2018 | CTEF vs VFMV | |
| Running Oak Efficient Growth ETF | -10.60% | Jun 7, 2023 | CTEF vs RUNN | |
| Invesco Bloomberg MVP Multi-factor ETF | -11.26% | May 1, 2003 | CTEF vs BMVP |
Often Compared With CTEF
What investors most often compare with CTEF, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Inspire Fidelis Multi Factor ETF | Mid Cap Blend Equities | 82 | 3.62% | Aug 23, 2022 | CTEF vs FDLS | |
| First Trust Total US Market AlphaDEX ETF | Mid Cap Blend Equities | 66 | 7.34% | Dec 5, 2006 | CTEF vs TUSA |
Compare CTEF with Any Fund or Stock
Compare CTEF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.