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SDMF vs. ASMF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SDMF vs. ASMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify DBi CTA Managed Futures Index ETF (SDMF) and Virtus AlphaSimplex Managed Futures ETF (ASMF). The values are adjusted to include any dividend payments, if applicable.

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SDMF vs. ASMF - Yearly Performance Comparison


Returns By Period


SDMF

1D
1.07%
1M
-2.92%
YTD
6M
1Y
3Y*
5Y*
10Y*

ASMF

1D
0.95%
1M
-4.12%
YTD
5.61%
6M
9.20%
1Y
9.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SDMF vs. ASMF - Expense Ratio Comparison

SDMF has a 0.35% expense ratio, which is lower than ASMF's 0.80% expense ratio.


Return for Risk

SDMF vs. ASMF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDMF

ASMF
ASMF Risk / Return Rank: 4444
Overall Rank
ASMF Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
ASMF Sortino Ratio Rank: 3939
Sortino Ratio Rank
ASMF Omega Ratio Rank: 3636
Omega Ratio Rank
ASMF Calmar Ratio Rank: 6565
Calmar Ratio Rank
ASMF Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDMF vs. ASMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify DBi CTA Managed Futures Index ETF (SDMF) and Virtus AlphaSimplex Managed Futures ETF (ASMF). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SDMF vs. ASMF - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SDMFASMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.14

-0.09

Correlation

The correlation between SDMF and ASMF is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SDMF vs. ASMF - Dividend Comparison

SDMF has not paid dividends to shareholders, while ASMF's dividend yield for the trailing twelve months is around 0.20%.


Drawdowns

SDMF vs. ASMF - Drawdown Comparison

The maximum SDMF drawdown since its inception was -6.23%, smaller than the maximum ASMF drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for SDMF and ASMF.


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Drawdown Indicators


SDMFASMFDifference

Max Drawdown

Largest peak-to-trough decline

-6.23%

-15.31%

+9.08%

Max Drawdown (1Y)

Largest decline over 1 year

-5.31%

Current Drawdown

Current decline from peak

-2.92%

-4.12%

+1.20%

Average Drawdown

Average peak-to-trough decline

-2.66%

-8.10%

+5.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

Volatility

SDMF vs. ASMF - Volatility Comparison


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Volatility by Period


SDMFASMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.65%

Volatility (6M)

Calculated over the trailing 6-month period

9.90%

Volatility (1Y)

Calculated over the trailing 1-year period

18.56%

11.80%

+6.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.56%

11.21%

+7.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.56%

11.21%

+7.35%