Screener
CTA vs RSBT
Simplify Managed Futures Strategy ETF vs Return Stacked Bonds & Managed Futures ETF
Key differences
Both CTA and RSBT are alternative ETFs. CTA charges 0.75% a year and RSBT 1.01%. The main difference: CTA follows a managed futures strategy; RSBT uses multi strategy.
- CTA follows a managed futures strategy; RSBT uses multi strategy.
- CTA costs 0.26% less per year.
- CTA is much larger than RSBT. 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 | RSBT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.01% |
| Fund size (AUM) | $1.6B | $126M |
| Since | 2022 | 2023 |
| Dividend yield | 5.05% | 2.95% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | managed futures | multi strategy |
| CAGR 1Y | +8.9% | +22.0% |
| CAGR 3Y | +10.9% | +3.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.51 | 0.03 |
| Volatility 1Y | 20.20% | 14.70% |
| Max drawdown | -18.07% | -23.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.