CTAvsJPRFETF Comparison
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Simplify Managed Futures Strategy ETF (CTA) and JPMorgan Preferred and Income Securities ETF (JPRF) belong to the same industry segment: Multi-Asset: Other. In contrast, JPRF's top sector exposures are Finance, Utilities and Energy. CTA is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.61% for JPRF. Run a side-by-side ETF comparison of CTA and JPRF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CTA vs JPRF performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CTA JPRF | -1.53%-1.26% | +14.71%-2.29% | +15.17%n/a | +8.88%n/a | +36.28%n/a | n/an/a |
| Flows | CTA JPRF | -$190M-$6M | -$372M+$44M | +$64M- | +$95M- | +$1.13B- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CTA JPRF | +28.27%+2.80% | +24.16%n/a | +18.05%n/a | n/an/a |
| Max drawdown | CTA JPRF | -10.90%-2.79% | -20.73%n/a | -20.73%n/a | n/an/a |
| Max drawdown duration | CTA JPRF | 39d50d | 151dn/a | 151dn/a | n/an/a |
Trading data
CTA | JPRF | |
Last sale 10/16/2026 at 1:30 PM | $30.15 | $48.20 |
| Previous close 10/15/2026 | $29.44 | $48.15 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
CTA | JPRF | |
|---|---|---|
| Last price | $30.15 | $48.20 |
| 1D performance | +2.41% | +0.10% |
| AuM | $1.38 B | $2.21 B |
| E/R | 0.75% | 0.61% |
Characteristics
CTA | JPRF | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 315 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 7, 2022 | July 10, 2026 |
| ESG | No | No |
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Exposure
Countries
CTA
Data will be available soon
JPRF
USA
56.66%
United Kingdom
10.58%
Canada
9.28%
France
7.21%
Other
16.27%
Sectors
CTA
Data will be available soon
JPRF
Finance
76.77%
Utilities
11.51%
Other
11.72%
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Diversification
CTA
Data will be available soon
JPRF
Total weight of top 15 holdings out of 15
26.52%
Top 15 holdings
Data as of January 1, 1970
CTA
Data will be available soon
JPRF
UBS Group, 9.25% perp., USD
2.63%
HSBC, 4.6% perp., USD
2.46%
Banco Santander, 9.625% perp., USD
2.29%
BNP Paribas, 7.75% perp., USD
2.09%
Wells Fargo & Co.
2.02%
Charles Schwab, 4% perp., USD (H)
1.92%
ING Groep, 8% perp., USD
1.69%
PNC Financial Services Group, 3.4% perp., USD (T)
1.61%
Bank of America Corp.
1.53%
Bank of America Corporation, 6.625% perp., USD (OO)
1.51%
Banco Bilbao (BBVA), 9.375% perp., USD
1.50%
UBS Group, 7% perp., USD
1.38%
Goldman Sachs, 7.5% perp., USD (X)
1.37%
NatWest Group, 8.125% perp., USD
1.30%
Truist Financial, 4.8% perp., USD (N)
1.22%
Frequently asked questions about CTA and JPRF
Which ETF is bigger: CTA or JPRF?
As of October 16, 2026, CTA holds $1.38 B in assets under management (AUM), while JPRF manages $2.21 B.
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Latest news about CTA & JPRF
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