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MSTI vs TUA

Madison Short-Term Strategic Income ETF vs Simplify Short Term Treasury Futures Strategy ETF

MSTI

Madison Short-Term Strategic Income ETF

Madison Asset Management, LLC

Annual cost

0.36%

Fund size

$51M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

Key differences

  • TUA costs 0.11% less per year.
  • TUA is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
  • MSTI is classified as fixed income, while TUA is alternative — different risk/return profiles.
  • MSTI follows a index tracking strategy; TUA uses active selection.

Side-by-side comparison

MSTITUA
Annual cost (TER)0.36%0.25%
Fund size (AUM)$51M$802M
Since20232022
Dividend yield5.35%3.63%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.6%-1.8%
CAGR 3YN/A-2.2%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.58
Volatility 1Y2.52%6.85%
Max drawdown-1.47%-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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