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CTA vs HFMF

Simplify Managed Futures Strategy ETF vs Unlimited HFMF Managed Futures ETF

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

HFMF

Unlimited HFMF Managed Futures ETF

Unlimited

Annual cost

0.97%

Fund size

$22M

Key differences

  • CTA costs 0.22% less per year.
  • CTA is significantly larger than HFMF — larger funds tend to be more liquid and less likely to close.
  • CTA follows a systematic alpha strategy; HFMF uses active selection.

Side-by-side comparison

CTAHFMF
Annual cost (TER)0.75%0.97%
Fund size (AUM)$1.7B$22M
Since20222025
Dividend yield4.03%
Asset classalternativealternative
Region
Strategysystematic alphaactive selection
CAGR 1Y+16.5%N/A
CAGR 3Y+13.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.66N/A
Volatility 1Y19.72%
Max drawdown-18.07%-9.34%

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

Similar to CTA and HFMF