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CTA vs MAXI
Simplify Managed Futures Strategy ETF vs Simplify Bitcoin Strategy ETF
Key differences
Both CTA and MAXI are alternative ETFs. CTA charges 0.75% a year and MAXI 1.31%. The main difference: CTA follows a systematic alpha strategy; MAXI uses option income.
- CTA follows a systematic alpha strategy; MAXI uses option income.
- CTA costs 0.56% less per year.
- CTA is much larger than MAXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CTA has delivered higher annualized returns.
Side-by-side comparison
| CTA | MAXI | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.31% |
| Fund size (AUM) | $1.6B | $31M |
| Since | 2022 | 2022 |
| Dividend yield | 5.05% | 57.40% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | systematic alpha | option income |
| CAGR 1Y | +12.2% | -62.3% |
| CAGR 3Y | +10.9% | +9.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.51 | 0.41 |
| Volatility 1Y | 20.23% | 65.98% |
| Max drawdown | -18.07% | -68.11% |
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