CTA vs. QQQI

In the year-to-date period, CTA achieves a -0.24% return, which is significantly higher than QQQI's -2.49% return.

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CTA has a 0.78% expense ratio, which is higher than QQQI's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Simplify Managed Futures Strategy ETF (CTA) and NEOS Nasdaq 100 High Income ETF (QQQI). 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.

The current CTA Sharpe Ratio is 0.60, which is comparable to the QQQI Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of CTA and QQQI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CTA's dividend yield for the trailing twelve months is around 4.72%, less than QQQI's 14.99% yield.

The maximum CTA drawdown since its inception was -18.07%, smaller than the maximum QQQI drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for CTA and QQQI. For additional features, visit the drawdowns tool.

The current volatility for Simplify Managed Futures Strategy ETF (CTA) is 3.57%, while NEOS Nasdaq 100 High Income ETF (QQQI) has a volatility of 7.31%. This indicates that CTA experiences smaller price fluctuations and is considered to be less risky than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.