Screener
CTA vs FFSM
Simplify Managed Futures Strategy ETF vs Fidelity Fundamental Small-Mid Cap ETF
Key differences
CTA is an alternative ETF, while FFSM is an equity ETF.
- CTA is an alternative fund, while FFSM is an equity fund. They carry different risk/return profiles.
- CTA follows a managed futures strategy; FFSM uses active selection.
- Over the last three years, FFSM has delivered higher annualized returns.
Side-by-side comparison
| CTA | FFSM | |
|---|---|---|
| Annual cost (TER) | 0.75% | — |
| Fund size (AUM) | $1.6B | — |
| Since | 2022 | — |
| Dividend yield | 5.05% | — |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | managed futures | active selection |
| CAGR 1Y | +5.6% | +40.3% |
| CAGR 3Y | +9.6% | +21.4% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | 0.43 | 0.92 |
| Volatility 1Y | 20.33% | 18.57% |
| Max drawdown | -18.07% | -26.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.