XXV vs. CTA

Last updated Jun 4, 2026

XXV (Simplify Ancorato Target 25 Distribution ETF) and CTA (Simplify Managed Futures Strategy ETF) are both exchange-traded funds - XXV is a Derivative Income fund actively managed by Simplify, while CTA is a Systematic Trend fund actively managed by Simplify. Both are actively managed. At a correlation of -0.24, they often move in opposite directions. XXV charges 0.85%/yr vs 0.78%/yr for CTA.

Performance

XXV vs. CTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Ancorato Target 25 Distribution ETF (XXV) and Simplify Managed Futures Strategy ETF (CTA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XXV achieves a 4.52% return, which is significantly lower than CTA's 12.30% return.

XXV

• 1D: -0.58%
• 1M: 3.95%
• YTD: 4.52%
• 6M: 5.13%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CTA

• 1D: 0.54%
• 1M: -7.86%
• YTD: 12.30%
• 6M: 13.80%
• 1Y: 15.57%
• 3Y*: 11.79%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XXV vs. CTA - Yearly Performance Comparison

	2026 (YTD)	2025
XXV Simplify Ancorato Target 25 Distribution ETF	4.52%	4.10%
CTA Simplify Managed Futures Strategy ETF	12.30%	0.12%

Correlation

The correlation between XXV and CTA is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	-0.24

Return for Risk

XXV vs. CTA — Risk / Return Rank

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

CTA

CTA Risk / Return Rank: 24
CTA Sharpe Ratio Rank: 22
CTA Sortino Ratio Rank: 20
CTA Omega Ratio Rank: 22
CTA Calmar Ratio Rank: 29
CTA Martin Ratio Rank: 26

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.

XXV vs. CTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) 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.

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

Sharpe Ratios by Period

	XXV	CTA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.38	0.62	+0.76

Drawdowns

XXV vs. CTA - Drawdown Comparison

The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum CTA drawdown of -18.07%. Use the drawdown chart below to compare losses from any high point for XXV and CTA.

Drawdown Indicators

	XXV	CTA	Difference
Max Drawdown Largest peak-to-trough decline	-8.90%	-18.07%	+9.17%
Max Drawdown (1Y) Largest decline over 1 year	—	-11.00%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.23%	—
Current Drawdown Current decline from peak	-1.74%	-7.86%	+6.12%
Average Drawdown Average peak-to-trough decline	-2.09%	-5.67%	+3.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.19%	—

Volatility

Volatility by Period

	XXV	CTA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.76%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.30%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.52%	20.12%	-7.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.52%	16.58%	-4.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.52%	16.58%	-4.06%

XXV vs. CTA - Expense Ratio Comparison

XXV has a 0.85% expense ratio, which is higher than CTA's 0.78% expense ratio.

Dividends

XXV vs. CTA - Dividend Comparison

XXV's dividend yield for the trailing twelve months is around 12.84%, more than CTA's 4.85% yield.

Position	TTM	2025	2024	2023	2022
CTA Simplify Managed Futures Strategy ETF	4.85%	3.19%	4.80%	7.78%	6.58%
XXV Simplify Ancorato Target 25 Distribution ETF	12.84%	2.36%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XXV and CTA in my portfolio?

XXV and CTA have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XXV or CTA?

On fees, CTA is cheaper at 0.78% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XXV or CTA?

CTA is cheaper with a 0.78% expense ratio, compared with 0.85% for XXV.

Which ETF pays a higher dividend yield, XXV or CTA?

XXV has the higher dividend yield at 12.84%, compared with 4.85% for CTA.

What is the main difference between XXV and CTA?

XXV is categorized as Derivative Income, while CTA is Systematic Trend. Their fees differ too: 0.85% for XXV and 0.78% for CTA.