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FOXY vs TUA

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

FOXY

Simplify Currency Strategy ETF

Annual cost

0.81%

Fund size

$312M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

FOXY is a currency ETF, while TUA is an alternative ETF. FOXY charges 0.81% a year and TUA 0.25%.

  • FOXY is a currency fund, while TUA is an alternative fund. They carry different risk/return profiles.
  • FOXY follows a tactical allocation strategy; TUA uses active selection.
  • TUA costs 0.56% less per year.

Side-by-side comparison

FOXYTUA
Annual cost (TER)0.81%0.25%
Fund size (AUM)$312M$757M
Since20252022
Dividend yield8.23%3.53%
Asset classcurrencyalternative
Regionnorth america
Strategytactical allocationactive selection
CAGR 1Y+22.4%-3.4%
CAGR 3YN/A-1.5%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.51
Volatility 1Y9.86%6.92%
Max drawdown-13.09%-15.85%

Similar to FOXY and TUA