Screener
CTA vs FFDI
Simplify Managed Futures Strategy ETF vs Fidelity Fundamental Developed
Key differences
CTA is an alternative ETF, while FFDI is an equity ETF. CTA charges 0.75% a year and FFDI 0.55%.
- CTA is an alternative fund, while FFDI is an equity fund. They carry different risk/return profiles.
- CTA follows a managed futures strategy; FFDI uses active selection.
- FFDI costs 0.20% less per year.
- CTA is much larger than FFDI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CTA | FFDI | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.55% |
| Fund size (AUM) | $1.6B | $23M |
| Since | 2022 | 2024 |
| Dividend yield | 5.05% | 2.07% |
| Asset class | alternative | equity |
| Region | — | global ex us |
| Strategy | managed futures | active selection |
| CAGR 1Y | +5.6% | +13.0% |
| CAGR 3Y | +9.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | N/A |
| Volatility 1Y | 20.33% | 17.67% |
| Max drawdown | -18.07% | -14.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.