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CTA vs BITC

Simplify Managed Futures Strategy ETF vs Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

CTA

Simplify Managed Futures Strategy ETF

Annual cost

0.75%

Fund size

$1.6B

BITC

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

Annual cost

0.88%

Fund size

$16M

Key differences

CTA is an alternative ETF, while BITC is a fixed income ETF. CTA charges 0.75% a year and BITC 0.88%.

  • CTA is an alternative fund, while BITC is a fixed income fund. They carry different risk/return profiles.
  • CTA costs 0.13% less per year.
  • CTA is much larger than BITC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BITC has delivered higher annualized returns.

Side-by-side comparison

CTABITC
Annual cost (TER)0.75%0.88%
Fund size (AUM)$1.6B$16M
Since20222023
Dividend yield5.05%3.14%
Asset classalternativefixed income
Regionglobal
Strategysystematic alphasystematic alpha
CAGR 1Y+11.6%-15.1%
CAGR 3Y+11.2%+36.7%
CAGR 5YN/AN/A
Sharpe 3Y0.520.86
Volatility 1Y20.22%25.54%
Max drawdown-18.07%-31.89%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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