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CTAvsPFXFETF Comparison

ETF 1

CTA

Simplify Managed Futures Strategy ETF

This fund is part of

Multi-Asset: Other

-0.26%

Full CTA fund page

VS

ETF 2

PFXF

VanEck Preferred Securities ex Financials ETF

This fund is part of

Multi-Asset: Other

-0.26%

Full PFXF fund page

Simplify Managed Futures Strategy ETF (CTA) and VanEck Preferred Securities ex Financials ETF (PFXF) belong to the same industry segment: Multi-Asset: Other. In contrast, PFXF's top sector exposures are Technology, Finance and Utilities. CTA is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.4% for PFXF. CTA is up 15.17% year-to-date (YTD) with +$64M in YTD flows. PFXF performs worse with -0.19% YTD performance, and +$306M in YTD flows. Run a side-by-side ETF comparison of CTA and PFXF 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 PFXF performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CTA PFXF	-1.53%-2.88%	+14.71%-1.54%	+15.17%-0.19%	+8.88%+1.05%	+36.28%+30.10%	n/a+11.08%
Flows	CTA PFXF	-$190M-$20M	-$372M-$77M	+$64M+$306M	+$95M+$401M	+$1.13B+$1.01B	-+$1.51B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CTA PFXF	+28.27%+12.29%	+24.16%+10.49%	+18.05%+9.99%	n/a+10.96%
Max drawdown	CTA PFXF	-10.90%-6.33%	-20.73%-8.55%	-20.73%-11.74%	n/a-21.78%
Max drawdown duration	CTA PFXF	39d61d	151d136d	151d258d	n/a990d

Trading data

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	CTA	PFXF
Last sale 10/16/2026 at 1:30 PM	$30.15	$16.98
Previous close 10/15/2026	$29.44	$17.28
Consolidated volume 10/15/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 18, 2026

1-year trailing difference

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CTA

is actively managed and doesn’t replicate an index

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	CTA	PFXF
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/16/2026 at 1:30 PM

Live

Closed

	CTA	PFXF
Last price	$30.15	$16.98
1D performance	+2.41%	-1.74%
AuM	$1.38 B	$2.26 B
E/R	0.75%	0.4%

Characteristics

	CTA	PFXF
Management strategy	Active	Passive
Provider	Simplify	VanEck
Benchmark	-	ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index
N° of holdings	-	86
Asset class	-	Fixed Income
Trailing 12m distribution yield	Join	Join
Inception date	March 7, 2022	July 16, 2012
ESG	No	No

More CTA data on Trackinsight

More PFXF data on Trackinsight

Exposure

Countries

CTA

Data will be available soon

PFXF

USA

98.04%

Other

1.96%

Sectors

CTA

Data will be available soon

PFXF

Technology

26.17%

Finance

25.48%

Utilities

21.35%

Industrials

9.99%

Other

17%

Diversification

CTA

Data will be available soon

PFXF

Total weight of top 15 holdings out of 15

55.24%

Top 15 holdings

Data as of January 1, 1970

CTA

Data will be available soon

PFXF

Strategy, Inc.

8.20%

The Boeing Co.

7.78%

Alphabet, Inc.

4.97%

Alphabet, Inc.

4.94%

Oracle Corp.

4.91%

Super Micro Computer, Inc.

4.89%

Hewlett Packard Enterprise Co.

4.18%

Albemarle Corp.

2.67%

NextEra Energy, 7.375% 15feb2029, USD (Conv.)

2.15%

NextEra Energy, 5.15% 1jun2029, USD

2.15%

The Southern Co.

1.98%

Microchip Technology, Inc.

1.97%

BrightSpring Health Services, Inc.

1.61%

NextEra Energy, Inc.

1.48%

PG&E Corp.

1.36%

Frequently asked questions about CTA and PFXF

How have the CTA and PFXF ETFs performed in 2026?

As of October 16, 2026, CTA is up 15.17% year-to-date (YTD), while PFXF has lost -0.19%. That puts CTA better performer ahead so far this year.

Which ETF is attracting more investor money: CTA or PFXF?

Year-to-date, the CTA ETF saw +$64M in flows, compared to +$306M for PFXF.

Which ETF is more volatile: CTA or PFXF?

Over the past year, CTA had a volatility of 24.16%, while PFXF experienced 10.49%.

Which ETF is bigger: CTA or PFXF?

As of October 16, 2026, CTA holds $1.38 B in assets under management (AUM), while PFXF manages $2.26 B.

How Some ETF Issuers Use Their Own Funds for Cash Management

October 9, 2026

CTA

CTAvsPFXFETF Comparison

Simplify Managed Futures Strategy ETF

VanEck Preferred Securities ex Financials ETF

CTA vs PFXF performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CTA and PFXF ETFs performed in 2026?

As of October 16, 2026, CTA is up 15.17% year-to-date (YTD), while PFXF has lost -0.19%. That puts CTA better performer ahead so far this year.

Which ETF is attracting more investor money: CTA or PFXF?

Year-to-date, the CTA ETF saw +$64M in flows, compared to +$306M for PFXF.

Which ETF is more volatile: CTA or PFXF?

Over the past year, CTA had a volatility of 24.16%, while PFXF experienced 10.49%.

Which ETF is bigger: CTA or PFXF?

As of October 16, 2026, CTA holds $1.38 B in assets under management (AUM), while PFXF manages $2.26 B.

How Some ETF Issuers Use Their Own Funds for Cash Management

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