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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

CTA vs USHY: how they differ

CTA and USHY hold 0% of their weight in the same names, and CTA returned more over the year.

Simplify Managed Futures Strategy ETF and iShares Broad USD High Yield Corporate Bond ETF.

What they hold in common

By the books each fund has filed, CTA and USHY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in CTAOnly in USHY
SIMPLIFY EXCHANGE TRADED FUNDS 81.69%1261229 BC LTD 0.48%
UNITED STATES OF AMERICA - BUREAU OF THE 3.72%ECHOSTAR CORP 0.42%
UNITED STATES OF AMERICA - BUREAU OF THE 3.44%QUIKRETE HOLDINGS INC 0.29%
UNITED STATES OF AMERICA - BUREAU OF THE 2.76%SV RNO PROPERTY OWNER 1 0.28%
UNITED STATES OF AMERICA - BUREAU OF THE 2.75%CLOUD SOFTWARE GRP INC 0.27%
UNITED STATES OF AMERICA - BUREAU OF THE 2.20%WULF COMPUTE LLC 0.26%
UNITED STATES OF AMERICA - BUREAU OF THE 1.37%ASURION LLC/ASURION CO 0.26%
UNITED STATES OF AMERICA - BUREAU OF THE 1.07%HUB INTERNATIONAL LTD 0.26%

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 Apr 30, 2026 and Jun 30, 2026.

CTA and USHY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
CTA
Simplify Managed Futures Strategy ETF
USHY
iShares Broad USD High Yield Corporate Bond ETF
Where it sitsCore index fundCore index fund
IssuerSimplifyiShares
What it isSimplify Managed Futures StrategyBroad USD High Yield Corporate Bond
Total return, 1 year+17.0%+3.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.5 pts−14.2 pts
Expense ratio0.75%0.08%
Holdings101894

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.

USHY in plain words

USHY is a bond fund tracking the Broad USD High Yield Corporate Bond. Over the year to Sep 11, 2026 it returned +3.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year.

Questions people ask

Which returned more over the last year, CTA or USHY?
In the year to Sep 12, 2026, with distributions reinvested, CTA returned +17.0% and USHY returned +3.3%, so CTA returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CTA or USHY?
CTA charges 0.75% a year and USHY charges 0.08%, so USHY is cheaper. Fees come from each fund's prospectus.

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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.

CTA against USHY, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CTA against USHY, data as of Sep 12, 2026. https://etfiq.com/compare/any/CTA-USHY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources