Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
CTA vs IWO: how they differ
CTA and IWO hold 0% of their weight in the same names.
Simplify Managed Futures Strategy ETF and iShares Russell 2000 Growth ETF.
What they hold in common
By the books each fund has filed, CTA and IWO hold 0% of their money in the same securities at the same weight.
| Only in CTA | Only in IWO |
|---|---|
| SIMPLIFY EXCHANGE TRADED FUNDS 81.69% | Moog, Inc. 0.73% |
| UNITED STATES OF AMERICA - BUREAU OF THE 3.72% | BrightSpring Health Services, Inc. 0.68% |
| UNITED STATES OF AMERICA - BUREAU OF THE 3.44% | MaxLinear, Inc. 0.67% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.76% | Argan, Inc. 0.66% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.75% | JFrog Ltd. 0.60% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.20% | Krystal Biotech, Inc. 0.58% |
| UNITED STATES OF AMERICA - BUREAU OF THE 1.37% | ESCO Technologies, Inc. 0.56% |
| UNITED STATES OF AMERICA - BUREAU OF THE 1.07% | FirstCash Holdings, Inc. 0.54% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| CTA Simplify Managed Futures Strategy ETF | IWO iShares Russell 2000 Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Simplify | iShares |
| What it is | Simplify Managed Futures Strategy | Russell 2000 Growth |
| Total return, 1 year | +17.0% | +17.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.5 pts | −0.5 pts |
| Expense ratio | 0.75% | 0.24% |
| Already in the S&P 500 | 0.0% | 0.0% |
| Holdings | 10 | 1133 |
CTA in plain words
CTA is an index equity fund tracking the Simplify Managed Futures Strategy. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 10 positions, with the top ten at 100.0%. It sat 5.3% below its high of May 4, 2026 on Sep 11, 2026.
IWO in plain words
IWO is an index equity fund tracking the Russell 2000 Growth. The prospectus expense ratio is 0.24% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1133 positions, with the top ten at 6.1%. It sat 7.1% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CTA or IWO?
- In the year to Sep 12, 2026, with distributions reinvested, CTA returned +17.0% and IWO returned +17.0%, so IWO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, CTA or IWO?
- CTA charges 0.75% a year and IWO charges 0.24%, so IWO is cheaper. Fees come from each fund's prospectus.
- How much do CTA and IWO overlap with the S&P 500?
- By their latest filed holdings, 0% of CTA and 0% of IWO by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, CTA against IWO, data as of Sep 12, 2026. https://etfiq.com/compare/any/CTA-IWO Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources