BGR vs. CTA
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and Simplify Managed Futures Strategy ETF (CTA).
CTA is an actively managed fund by Simplify. It was launched on Mar 7, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or CTA.
Correlation
The correlation between BGR and CTA is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BGR vs. CTA - Performance Comparison
Key characteristics
BGR:
0.56
CTA:
1.88
BGR:
0.86
CTA:
2.91
BGR:
1.10
CTA:
1.33
BGR:
0.83
CTA:
2.15
BGR:
2.87
CTA:
5.80
BGR:
2.97%
CTA:
4.13%
BGR:
15.23%
CTA:
12.75%
BGR:
-72.52%
CTA:
-18.07%
BGR:
-7.59%
CTA:
-0.93%
Returns By Period
In the year-to-date period, BGR achieves a 8.42% return, which is significantly lower than CTA's 24.47% return.
BGR
8.42%
-5.60%
2.49%
8.07%
8.88%
2.18%
CTA
24.47%
4.52%
9.68%
23.52%
N/A
N/A
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Risk-Adjusted Performance
BGR vs. CTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and Simplify Managed Futures Strategy ETF (CTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BGR vs. CTA - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 6.65%, less than CTA's 7.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.65% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% | 16.95% |
CTA Simplify Managed Futures Strategy ETF | 7.79% | 7.78% | 6.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGR vs. CTA - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.52%, which is greater than CTA's maximum drawdown of -18.07%. Use the drawdown chart below to compare losses from any high point for BGR and CTA. For additional features, visit the drawdowns tool.
Volatility
BGR vs. CTA - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) and Simplify Managed Futures Strategy ETF (CTA) have volatilities of 4.19% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.