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TUA vs CDX

Simplify Short Term Treasury Futures Strategy ETF vs Simplify High Yield ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • TUA follows a active selection strategy; CDX uses multi strategy.
  • Over the last 3 years, CDX has delivered higher annualized returns.

Side-by-side comparison

TUACDX
Annual cost (TER)0.25%0.25%
Fund size (AUM)$802M$440M
Since20222022
Dividend yield3.63%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y-1.8%-0.3%
CAGR 3Y-2.2%+7.8%
CAGR 5YN/AN/A
Sharpe 3Y-0.580.42
Volatility 1Y6.85%5.69%
Max drawdown-15.85%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TUA and CDX