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LFEQ vs TUA

VanEck Long/Flat Trend ETF vs Simplify Short Term Treasury Futures Strategy ETF

LFEQ

VanEck Long/Flat Trend ETF

VanEck

Annual cost

0.58%

Fund size

$29M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • TUA costs 0.33% less per year.
  • TUA is significantly larger than LFEQ — larger funds tend to be more liquid and less likely to close.
  • LFEQ follows a tactical allocation strategy; TUA uses active selection.
  • Over the last 3 years, LFEQ has delivered higher annualized returns.
  • LFEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LFEQTUA
Annual cost (TER)0.58%0.25%
Fund size (AUM)$29M$802M
Since20172022
Dividend yield0.86%3.63%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+30.3%-1.3%
CAGR 3Y+18.9%-1.5%
CAGR 5Y+10.4%N/A
Sharpe 3Y1.02-0.50
Volatility 1Y12.11%6.89%
Max drawdown-35.19%-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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