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LTAX vs TUA

Nomura Tax-Free USA ETF vs Simplify Short Term Treasury Futures Strategy ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

Both LTAX and TUA are fixed income ETFs. LTAX charges 0.39% a year and TUA 0.25%. The main difference: TUA costs 0.14% less per year.

  • TUA costs 0.14% less per year.
  • TUA is much larger than LTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LTAXTUA
Annual cost (TER)0.39%0.25%
Fund size (AUM)$6M$757M
Since20262022
Dividend yield3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A-3.1%
CAGR 3YN/A-1.7%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.53
Volatility 1Y6.90%
Max drawdown-3.19%-15.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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