Screener
RSBT vs CTA
Return Stacked Bonds & Managed Futures ETF vs Simplify Managed Futures Strategy ETF
Key differences
Both RSBT and CTA are alternative ETFs. RSBT charges 1.01% a year and CTA 0.75%. The main difference: RSBT follows a multi strategy strategy; CTA uses managed futures.
- RSBT follows a multi strategy strategy; CTA uses managed futures.
- CTA costs 0.26% less per year.
- CTA is much larger than RSBT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CTA has delivered higher annualized returns.
Side-by-side comparison
| RSBT | CTA | |
|---|---|---|
| Annual cost (TER) | 1.01% | 0.75% |
| Fund size (AUM) | $126M | $1.6B |
| Since | 2023 | 2022 |
| Dividend yield | 2.95% | 5.05% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | multi strategy | managed futures |
| CAGR 1Y | +22.0% | +8.9% |
| CAGR 3Y | +3.1% | +10.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.03 | 0.51 |
| Volatility 1Y | 14.70% | 20.20% |
| Max drawdown | -23.60% | -18.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.