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LTTI vs TUA

FT Vest 20+ Year Treasury & Target Income ETF vs Simplify Short Term Treasury Futures Strategy ETF

LTTI

FT Vest 20+ Year Treasury & Target Income ETF

Annual cost

0.65%

Fund size

$17M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

LTTI is an alternative ETF, while TUA is a fixed income ETF. LTTI charges 0.65% a year and TUA 0.25%.

  • LTTI is an alternative fund, while TUA is a fixed income fund. They carry different risk/return profiles.
  • LTTI follows a option income strategy; TUA uses active selection.
  • TUA costs 0.40% less per year.
  • TUA is much larger than LTTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LTTITUA
Annual cost (TER)0.65%0.25%
Fund size (AUM)$17M$757M
Since20252022
Dividend yield9.16%3.53%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+2.7%-3.4%
CAGR 3YN/A-1.5%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.51
Volatility 1Y8.81%6.92%
Max drawdown-9.01%-15.85%

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

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