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MEAR vs TUA

iShares Short Maturity Municipal Bond Active ETF vs Simplify Short Term Treasury Futures Strategy ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

Both MEAR and TUA are fixed income ETFs. MEAR charges 0.26% a year and TUA 0.25%. The main difference: Over the last three years, MEAR has delivered higher annualized returns.

  • Over the last three years, MEAR has delivered higher annualized returns.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARTUA
Annual cost (TER)0.26%0.25%
Fund size (AUM)$1.4B$757M
Since20152022
Dividend yield2.86%3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.2%-1.9%
CAGR 3Y+3.5%-0.5%
CAGR 5Y+2.4%N/A
Sharpe 3Y-0.08-0.40
Volatility 1Y0.86%6.84%
Max drawdown-2.68%-15.85%

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

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