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DMBS vs TUA

Mortgage ETF vs Simplify Short Term Treasury Futures Strategy ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

Both DMBS and TUA are fixed income ETFs. DMBS charges 0.39% a year and TUA 0.25%. The main difference: TUA costs 0.14% less per year.

  • TUA costs 0.14% less per year.
  • Over the last three years, DMBS has delivered higher annualized returns.

Side-by-side comparison

DMBSTUA
Annual cost (TER)0.39%0.25%
Fund size (AUM)$690M$757M
Since20232022
Dividend yield5.04%3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%-1.9%
CAGR 3Y+4.7%-0.5%
CAGR 5YN/AN/A
Sharpe 3Y0.19-0.40
Volatility 1Y4.12%6.84%
Max drawdown-8.03%-15.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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