Screener
FFSM vs CTA
Fidelity Fundamental Small-Mid Cap ETF vs Simplify Managed Futures Strategy ETF
Key differences
FFSM is an equity ETF, while CTA is an alternative ETF.
- FFSM is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
- FFSM follows a active selection strategy; CTA uses managed futures.
- Over the last three years, FFSM has delivered higher annualized returns.
Side-by-side comparison
| FFSM | CTA | |
|---|---|---|
| Annual cost (TER) | — | 0.75% |
| Fund size (AUM) | — | $1.6B |
| Since | — | 2022 |
| Dividend yield | — | 5.05% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | managed futures |
| CAGR 1Y | +40.3% | +5.6% |
| CAGR 3Y | +21.4% | +9.6% |
| CAGR 5Y | +10.8% | N/A |
| Sharpe 3Y | 0.92 | 0.43 |
| Volatility 1Y | 18.57% | 20.33% |
| Max drawdown | -26.65% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.