Screener
XV vs CTA
Simplify Target 15 Distribution ETF vs Simplify Managed Futures Strategy ETF
Key differences
- CTA is significantly larger than XV — larger funds tend to be more liquid and less likely to close.
- XV follows a option income strategy; CTA uses systematic alpha.
Side-by-side comparison
| XV | CTA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.75% |
| Fund size (AUM) | $60M | $1.7B |
| Since | 2025 | 2022 |
| Dividend yield | 13.61% | 4.03% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | systematic alpha |
| CAGR 1Y | +16.3% | +12.0% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | 9.43% | 19.97% |
| Max drawdown | -5.73% | -18.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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