Screener
SPTS vs TUA
State Street SPDR Portfolio Short Term Treasury ETF vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
Both SPTS and TUA are fixed income ETFs. SPTS charges 0.03% a year and TUA 0.25%. The main difference: SPTS follows a index tracking strategy; TUA uses active selection.
- SPTS follows a index tracking strategy; TUA uses active selection.
- SPTS costs 0.22% less per year.
- SPTS is much larger than TUA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPTS has delivered higher annualized returns.
- SPTS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPTS | TUA | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $5.9B | $757M |
| Since | 2011 | 2022 |
| Dividend yield | 3.92% | 3.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.5% | -1.9% |
| CAGR 3Y | +4.2% | -0.5% |
| CAGR 5Y | +1.8% | N/A |
| Sharpe 3Y | 0.37 | -0.40 |
| Volatility 1Y | 1.30% | 6.84% |
| Max drawdown | -5.71% | -15.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.