RDFI vs. CTA
Compare and contrast key facts about Rareview Dynamic Fixed Income ETF (RDFI) and Simplify Managed Futures Strategy ETF (CTA).
RDFI and CTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDFI is an actively managed fund by Rareview Funds. It was launched on Oct 20, 2020. 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: RDFI or CTA.
Correlation
The correlation between RDFI and CTA is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RDFI vs. CTA - Performance Comparison
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Key characteristics
RDFI:
1.30
CTA:
0.36
RDFI:
1.78
CTA:
0.71
RDFI:
1.29
CTA:
1.08
RDFI:
0.99
CTA:
0.60
RDFI:
4.14
CTA:
1.14
RDFI:
2.72%
CTA:
4.84%
RDFI:
8.54%
CTA:
12.64%
RDFI:
-25.42%
CTA:
-18.07%
RDFI:
-2.87%
CTA:
-8.20%
Returns By Period
In the year-to-date period, RDFI achieves a 1.72% return, which is significantly higher than CTA's -0.56% return.
RDFI
1.72%
3.70%
0.97%
11.03%
N/A
N/A
CTA
-0.56%
-0.58%
6.53%
4.58%
N/A
N/A
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RDFI vs. CTA - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than CTA's 0.78% expense ratio.
Risk-Adjusted Performance
RDFI vs. CTA — Risk-Adjusted Performance Rank
RDFI
CTA
RDFI vs. CTA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Dynamic Fixed Income ETF (RDFI) 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.
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Dividends
RDFI vs. CTA - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.47%, more than CTA's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.47% | 8.14% | 7.38% | 4.70% | 4.51% | 1.01% |
CTA Simplify Managed Futures Strategy ETF | 4.74% | 4.80% | 7.78% | 6.58% | 0.00% | 0.00% |
Drawdowns
RDFI vs. CTA - Drawdown Comparison
The maximum RDFI drawdown since its inception was -25.42%, which is greater than CTA's maximum drawdown of -18.07%. Use the drawdown chart below to compare losses from any high point for RDFI and CTA. For additional features, visit the drawdowns tool.
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Volatility
RDFI vs. CTA - Volatility Comparison
The current volatility for Rareview Dynamic Fixed Income ETF (RDFI) is 1.61%, while Simplify Managed Futures Strategy ETF (CTA) has a volatility of 3.45%. This indicates that RDFI experiences smaller price fluctuations and is considered to be less risky than CTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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