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CTA vs TUA

Simplify Managed Futures Strategy ETF vs Simplify Short Term Treasury Futures Strategy ETF

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • TUA costs 0.50% less per year.
  • CTA follows a systematic alpha strategy; TUA uses active selection.
  • Over the last 3 years, CTA has delivered higher annualized returns.

Side-by-side comparison

CTATUA
Annual cost (TER)0.75%0.25%
Fund size (AUM)$1.7B$802M
Since20222022
Dividend yield4.03%3.63%
Asset classalternativealternative
Regionnorth america
Strategysystematic alphaactive selection
CAGR 1Y+12.0%-1.3%
CAGR 3Y+11.5%-1.5%
CAGR 5YN/AN/A
Sharpe 3Y0.55-0.50
Volatility 1Y19.97%6.89%
Max drawdown-18.07%-15.85%

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

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