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CTA vs RSST

Simplify Managed Futures Strategy ETF vs Return Stacked U.S. Stocks & Managed Futures ETF

CTA

Simplify Managed Futures Strategy ETF

Annual cost

0.75%

Fund size

$1.6B

RSST

Return Stacked U.S. Stocks & Managed Futures ETF

Annual cost

0.99%

Fund size

$465M

Key differences

Both CTA and RSST are alternative ETFs. CTA charges 0.75% a year and RSST 0.99%. The main difference: CTA follows a managed futures strategy; RSST uses multi strategy.

  • CTA follows a managed futures strategy; RSST uses multi strategy.
  • CTA costs 0.24% less per year.
  • CTA is much larger than RSST. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CTARSST
Annual cost (TER)0.75%0.99%
Fund size (AUM)$1.6B$465M
Since20222023
Dividend yield5.05%0.93%
Asset classalternativealternative
Regionnorth america
Strategymanaged futuresmulti strategy
CAGR 1Y+8.9%+45.7%
CAGR 3Y+10.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.51N/A
Volatility 1Y20.20%23.19%
Max drawdown-18.07%-30.80%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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