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CTA vs DINE

Simplify Managed Futures Strategy ETF vs Simplify Tax Aware Diversified Income Strategy ETF

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Simplify Asset Management

Annual cost

0.15%

Fund size

Key differences

  • DINE costs 0.60% less per year.
  • CTA is classified as alternative, while DINE is equity — different risk/return profiles.
  • CTA follows a systematic alpha strategy; DINE uses active selection.

Side-by-side comparison

CTADINE
Annual cost (TER)0.75%0.15%
Fund size (AUM)$1.7B
Since20222026
Dividend yield4.03%
Asset classalternativeequity
Regionemerging markets
Strategysystematic alphaactive selection
CAGR 1Y+12.0%N/A
CAGR 3Y+11.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.55N/A
Volatility 1Y19.97%
Max drawdown-18.07%-0.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CTA and DINE