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SHV vs TUA
iShares 0–1 Year Treasury Bond ETF vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
- SHV costs 0.10% less per year.
- SHV is significantly larger than TUA — larger funds tend to be more liquid and less likely to close.
- SHV is classified as fixed income, while TUA is alternative — different risk/return profiles.
- SHV follows a index tracking strategy; TUA uses active selection.
- Over the last 3 years, SHV has delivered higher annualized returns.
- SHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHV | TUA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $20.6B | $802M |
| Since | 2007 | 2022 |
| Dividend yield | 3.92% | 3.63% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.0% | -1.8% |
| CAGR 3Y | +4.7% | -2.2% |
| CAGR 5Y | +3.3% | N/A |
| Sharpe 3Y | 4.33 | -0.58 |
| Volatility 1Y | 0.21% | 6.85% |
| Max drawdown | -0.45% | -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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