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HFMF vs CTA

Unlimited HFMF Managed Futures ETF vs Simplify Managed Futures Strategy ETF

HFMF

Unlimited HFMF Managed Futures ETF

Unlimited

Annual cost

0.97%

Fund size

$22M

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

Key differences

  • CTA costs 0.22% less per year.
  • CTA is significantly larger than HFMF — larger funds tend to be more liquid and less likely to close.
  • HFMF follows a active selection strategy; CTA uses systematic alpha.

Side-by-side comparison

HFMFCTA
Annual cost (TER)0.97%0.75%
Fund size (AUM)$22M$1.7B
Since20252022
Dividend yield4.03%
Asset classalternativealternative
Region
Strategyactive selectionsystematic alpha
CAGR 1YN/A+16.5%
CAGR 3YN/A+13.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.66
Volatility 1Y19.72%
Max drawdown-9.34%-18.07%

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

Similar to HFMF and CTA