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YGLD vs CTA

Simplify Gold Strategy PLUS Income ETF vs Simplify Managed Futures Strategy ETF

YGLD

Simplify Gold Strategy PLUS Income ETF

Annual cost

0.53%

Fund size

$44M

CTA

Simplify Managed Futures Strategy ETF

Annual cost

0.75%

Fund size

$1.6B

Key differences

Both YGLD and CTA are alternative ETFs. YGLD charges 0.53% a year and CTA 0.75%. The main difference: YGLD follows a option income strategy; CTA uses systematic alpha.

  • YGLD follows a option income strategy; CTA uses systematic alpha.
  • YGLD costs 0.22% less per year.
  • CTA is much larger than YGLD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

YGLDCTA
Annual cost (TER)0.53%0.75%
Fund size (AUM)$44M$1.6B
Since20242022
Dividend yield16.85%5.05%
Asset classalternativealternative
Region
Strategyoption incomesystematic alpha
CAGR 1Y+17.7%+12.2%
CAGR 3YN/A+10.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.51
Volatility 1Y40.83%20.23%
Max drawdown-36.00%-18.07%

Similar to YGLD and CTA