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HFGM vs CTA

Unlimited HFGM Global Macro ETF vs Simplify Managed Futures Strategy ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

Key differences

  • CTA costs 0.26% less per year.
  • CTA is significantly larger than HFGM — larger funds tend to be more liquid and less likely to close.
  • HFGM follows a tactical allocation strategy; CTA uses systematic alpha.

Side-by-side comparison

HFGMCTA
Annual cost (TER)1.01%0.75%
Fund size (AUM)$133M$1.7B
Since20252022
Dividend yield5.05%4.03%
Asset classalternativealternative
Region
Strategytactical allocationsystematic alpha
CAGR 1Y+42.9%+16.5%
CAGR 3YN/A+13.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.66
Volatility 1Y22.77%19.72%
Max drawdown-10.66%-18.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HFGM and CTA