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Tired of Tracking the S&P 500? These 3 Managed Futures ETFs Offer a Different Path

The article profiles three managed‑futures ETFs as alternatives to simply tracking the S&P 500, arguing they offer non‑correlated returns useful in volatile markets. Year‑to‑date through May 6, Simplify Managed Futures Strategy ETF (CTA) is ~10% (about 20% since its March 2022 launch), KraneShares Mount Lucas (KMLM) ~11% YTD (≈8% over the past year), and iMGP DBi (DBMF) ~8% YTD while leading the group over the past year (~20%). The piece highlights recent market volatility — VIX near 31 in late March then ~17 by early May and the 10‑yr yield moving from ~4% to ~4.5% — as the backdrop that benefits trend‑following strategies. It explains structural differences: DBMF replicates hedge‑fund CTA positioning (can correlate with equities), KMLM excludes equity futures (clean equity diversifier), and CTA is actively managed with an options sleeve (higher fees, greater model risk).

Category

US 500

Sentiment

Bullish

Event

Performance comparison

Reading time

1 min