Screener
IVOL vs TUA
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
Both IVOL and TUA are fixed income ETFs. IVOL charges 0.98% a year and TUA 0.25%. The main difference: IVOL follows a multi strategy strategy; TUA uses active selection.
- IVOL follows a multi strategy strategy; TUA uses active selection.
- TUA costs 0.73% less per year.
- Over the last three years, TUA has delivered higher annualized returns.
Side-by-side comparison
| IVOL | TUA | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.25% |
| Fund size (AUM) | $314M | $757M |
| Since | 2019 | 2022 |
| Dividend yield | 3.86% | 3.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -4.4% | -1.9% |
| CAGR 3Y | -3.1% | -0.5% |
| CAGR 5Y | -5.8% | N/A |
| Sharpe 3Y | -0.60 | -0.40 |
| Volatility 1Y | 6.74% | 6.84% |
| Max drawdown | -31.16% | -15.85% |
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