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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 VYMI: how they differ

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

Simplify Managed Futures Strategy ETF and Vanguard International High Dividend Yield Index Fund.

What they hold in common

By the books each fund has filed, CTA and VYMI 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 VYMI
SIMPLIFY EXCHANGE TRADED FUNDS 81.69%HSBC Holdings PLC 1.73%
UNITED STATES OF AMERICA - BUREAU OF THE 3.72%Novartis AG 1.56%
UNITED STATES OF AMERICA - BUREAU OF THE 3.44%Nestle SA 1.44%
UNITED STATES OF AMERICA - BUREAU OF THE 2.76%Shell PLC 1.43%
UNITED STATES OF AMERICA - BUREAU OF THE 2.75%Royal Bank of Canada 1.38%
UNITED STATES OF AMERICA - BUREAU OF THE 2.20%Commonwealth Bank of Australia 1.15%
UNITED STATES OF AMERICA - BUREAU OF THE 1.37%Toyota Motor Corp 1.12%
UNITED STATES OF AMERICA - BUREAU OF THE 1.07%Mitsubishi UFJ Financial Group Inc 1.08%

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 VYMI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
CTA
Simplify Managed Futures Strategy ETF
VYMI
Vanguard International High Dividend Yield Index Fund
Where it sitsCore index fundCore index fund
IssuerSimplifyVanguard
What it isSimplify Managed Futures StrategyInternational High Dividend Yield
Total return, 1 year+17.0%+28.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−0.5 pts+10.7 pts
Expense ratio0.75%0.07%
Already in the S&P 5000.0%0.1%
Holdings101582

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.

VYMI in plain words

VYMI is an index equity fund tracking the International High Dividend Yield. Over the year to Sep 11, 2026 it returned +28.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1582 positions, with the top ten at 13.5%.

Questions people ask

Which returned more over the last year, CTA or VYMI?
In the year to Sep 12, 2026, with distributions reinvested, CTA returned +17.0% and VYMI returned +28.2%, so VYMI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, CTA or VYMI?
CTA charges 0.75% a year and VYMI charges 0.07%, so VYMI is cheaper. Fees come from each fund's prospectus.
How much do CTA and VYMI overlap with the S&P 500?
By their latest filed holdings, 0% of CTA and 0% of VYMI 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.

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

A comparison is not a recommendation. Standards and sources