Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
CTA vs IWC: how they differ
CTA and IWC hold 0% of their weight in the same names, and IWC returned more over the year.
Simplify Managed Futures Strategy ETF and iShares Micro-Cap ETF.
What they hold in common
By the books each fund has filed, CTA and IWC hold 0% of their money in the same securities at the same weight.
| Only in CTA | Only in IWC |
|---|---|
| SIMPLIFY EXCHANGE TRADED FUNDS 81.69% | CAREDX 0.61% |
| UNITED STATES OF AMERICA - BUREAU OF THE 3.72% | SELLAS LIFE SCIENCES GROUP INC 0.60% |
| UNITED STATES OF AMERICA - BUREAU OF THE 3.44% | NURIX THERAPEUTICS 0.59% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.76% | PENGUIN SOLUTIONS INC 0.58% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.75% | OUSTER 0.52% |
| UNITED STATES OF AMERICA - BUREAU OF THE 2.20% | VIRIDIAN THERAPEUTICS ORS 0.48% |
| UNITED STATES OF AMERICA - BUREAU OF THE 1.37% | INTERFACE 0.47% |
| UNITED STATES OF AMERICA - BUREAU OF THE 1.07% | MBX BIOSCIENCES 0.45% |
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 and Sep 10, 2026.
| CTA Simplify Managed Futures Strategy ETF | IWC iShares Micro-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Simplify | iShares |
| What it is | Simplify Managed Futures Strategy | Russell Microcap |
| Total return, 1 year | +17.0% | +31.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.5 pts | +13.8 pts |
| Expense ratio | 0.75% | not published |
| Already in the S&P 500 | 0.0% | 91.9% |
| Holdings | 10 | 1252 |
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.
IWC in plain words
IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1252 positions, with the top ten at 5.1%. It sat 5.0% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, CTA or IWC?
- In the year to Sep 13, 2026, with distributions reinvested, CTA returned +17.0% and IWC returned +31.3%, so IWC returned more. One year is one year; the longer windows are in the table.
- How much do CTA and IWC overlap with the S&P 500?
- By their latest filed holdings, 0% of CTA and 92% of IWC 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
Where to next
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 IWC, data as of Sep 13, 2026. https://etfiq.com/compare/any/cta-vs-iwc Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources