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TUA vs CTA

Simplify Short Term Treasury Futures Strategy ETF vs Simplify Managed Futures Strategy ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

CTA

Simplify Managed Futures Strategy ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$1.7B

Key differences

  • TUA costs 0.50% less per year.
  • TUA follows a active selection strategy; CTA uses systematic alpha.
  • Over the last 3 years, CTA has delivered higher annualized returns.

Side-by-side comparison

TUACTA
Annual cost (TER)0.25%0.75%
Fund size (AUM)$802M$1.7B
Since20222022
Dividend yield3.63%4.03%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionsystematic alpha
CAGR 1Y-1.8%+16.5%
CAGR 3Y-2.2%+13.4%
CAGR 5YN/AN/A
Sharpe 3Y-0.580.66
Volatility 1Y6.85%19.72%
Max drawdown-15.85%-18.07%

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

Similar to TUA and CTA