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ICSH vs TUA

iShares Ultra Short Duration Bond Active ETF vs Simplify Short Term Treasury Futures Strategy ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

iShares

Annual cost

0.08%

Fund size

$7.3B

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • ICSH costs 0.17% less per year.
  • ICSH is significantly larger than TUA — larger funds tend to be more liquid and less likely to close.
  • ICSH is classified as fixed income, while TUA is alternative — different risk/return profiles.
  • Over the last 3 years, ICSH has delivered higher annualized returns.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICSHTUA
Annual cost (TER)0.08%0.25%
Fund size (AUM)$7.3B$802M
Since20132022
Dividend yield4.41%3.63%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%-1.8%
CAGR 3Y+5.2%-2.2%
CAGR 5Y+3.7%N/A
Sharpe 3Y3.35-0.58
Volatility 1Y0.41%6.85%
Max drawdown-3.94%-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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