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CDX vs TUA

Simplify High Yield ETF vs Simplify Short Term Treasury Futures Strategy ETF

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • CDX follows a multi strategy strategy; TUA uses active selection.
  • Over the last 3 years, CDX has delivered higher annualized returns.

Side-by-side comparison

CDXTUA
Annual cost (TER)0.25%0.25%
Fund size (AUM)$440M$802M
Since20222022
Dividend yield8.37%3.63%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y-0.3%-1.8%
CAGR 3Y+7.8%-2.2%
CAGR 5YN/AN/A
Sharpe 3Y0.42-0.58
Volatility 1Y5.69%6.85%
Max drawdown-13.24%-15.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CDX and TUA