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QSIG vs TUA

WisdomTree U.S. Short-Term Corporate Bond Fund vs Simplify Short Term Treasury Futures Strategy ETF

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

Annual cost

0.18%

Fund size

$58M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

Both QSIG and TUA are fixed income ETFs. QSIG charges 0.18% a year and TUA 0.25%. The main difference: QSIG follows a index tracking strategy; TUA uses active selection.

  • QSIG follows a index tracking strategy; TUA uses active selection.
  • QSIG costs 0.07% less per year.
  • TUA is much larger than QSIG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, QSIG has delivered higher annualized returns.
  • QSIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QSIGTUA
Annual cost (TER)0.18%0.25%
Fund size (AUM)$58M$757M
Since20162022
Dividend yield4.44%3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%-1.9%
CAGR 3Y+5.5%-0.5%
CAGR 5Y+2.2%N/A
Sharpe 3Y0.75-0.40
Volatility 1Y1.92%6.84%
Max drawdown-12.35%-15.85%

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

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