Screener
FFDI vs CTA
Fidelity Fundamental Developed vs Simplify Managed Futures Strategy ETF
Key differences
FFDI is an equity ETF, while CTA is an alternative ETF. FFDI charges 0.55% a year and CTA 0.75%.
- FFDI is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
- FFDI follows a active selection strategy; CTA uses managed futures.
- FFDI costs 0.20% less per year.
- CTA is much larger than FFDI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FFDI | CTA | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $23M | $1.6B |
| Since | 2024 | 2022 |
| Dividend yield | 2.07% | 5.05% |
| Asset class | equity | alternative |
| Region | global ex us | — |
| Strategy | active selection | managed futures |
| CAGR 1Y | +13.0% | +5.6% |
| CAGR 3Y | N/A | +9.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.43 |
| Volatility 1Y | 17.67% | 20.33% |
| Max drawdown | -14.39% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.