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 a closer substitute for your current allocation.
Cheapest Alternatives to CTEF
CTEF charges 0.45% annually. There are 39 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | CTEF vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | CTEF vs VO | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | CTEF vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | CTEF vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 122.37B | May 2000 | CTEF vs IJH |
Best Risk-Adjusted Alternatives to CTEF
CTEF has a PortfoliosLab risk / return rank of 93. No ETFs in the Mid Cap Blend Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 89 | 226.12M | Dec 2006 | CTEF vs CSD | |
| Optimize Strategy Index ETF | 89 | 239.89M | Apr 2024 | CTEF vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | CTEF vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | CTEF vs EPU | |
| Inspire Fidelis Multi Factor ETF | 81 | 230.96M | Aug 2022 | CTEF vs FDLS |
Top Performing CTEF Alternatives (YTD)
CTEF is at 34.60% YTD. There is 1 ETF in the Mid Cap Blend Equities category with a higher YTD return, going as high as 37.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.32% | 226.12M | Dec 2006 | CTEF vs CSD | |
| Optimize Strategy Index ETF | 29.14% | 239.89M | Apr 2024 | CTEF vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 27.31% | 366.29M | Nov 2023 | CTEF vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 21.55% | 1.70B | Feb 2018 | CTEF vs VFMO | |
| Amplify Etho Climate Leadership U.S. ETF | 20.96% | 183.76M | Nov 2015 | CTEF vs ETHO |
Lowest Volatility Alternatives to CTEF
CTEF has 23.22% 1-year volatility. There are 81 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.76% | 426.50M | Feb 2018 | CTEF vs VFMV | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | CTEF vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.68M | May 2003 | CTEF vs BMVP | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | CTEF vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | CTEF vs QIDX |
Lowest Drawdown Alternatives to CTEF
CTEF has a 1-year max drawdown of -15.00%. There are 72 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | CTEF vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | CTEF vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | CTEF vs SRHQ | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | CTEF vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | CTEF vs BMVP |
Other ETFs from Castellan
The 1 most viewed Castellan ETFs shown here include CTIF and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Castellan Targeted Income ETF | Derivative Income, Actively Managed | 24 | 6.06% | — | Jun 2025 | CTEF vs CTIF |
Often Compared With CTEF
Investors most often compare CTEF with TUSA, XJH, RUNN. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CTEF with Any Fund or Stock
Compare CTEF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTEF with funds that move differently
Castellan Targeted Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTEF.
Explore CTEF Diversifiers