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FIAX vs BUCK

Nicholas Fixed Income Alternative ETF vs Simplify Treasury Option Income ETF

FIAX

Nicholas Fixed Income Alternative ETF

Nicholas Wealth Management

Annual cost

0.97%

Fund size

$135M

BUCK

Simplify Treasury Option Income ETF

Simplify Asset Management

Annual cost

0.35%

Fund size

$421M

Key differences

  • BUCK costs 0.62% less per year.
  • BUCK is significantly larger than FIAX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BUCK has delivered higher annualized returns.

Side-by-side comparison

FIAXBUCK
Annual cost (TER)0.97%0.35%
Fund size (AUM)$135M$421M
Since20222022
Dividend yield8.18%7.54%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+5.6%+8.3%
CAGR 3Y+3.5%+5.4%
CAGR 5YN/AN/A
Sharpe 3Y0.000.47
Volatility 1Y4.27%3.26%
Max drawdown-6.26%-5.43%

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

Similar to FIAX and BUCK