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TUA vs HYLS

Simplify Short Term Treasury Futures Strategy ETF vs First Trust Tactical High Yield ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$802M

HYLS

First Trust Tactical High Yield ETF

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • TUA costs 0.44% less per year.
  • TUA follows a active selection strategy; HYLS uses long short.
  • Over the last 3 years, HYLS has delivered higher annualized returns.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUAHYLS
Annual cost (TER)0.25%0.69%
Fund size (AUM)$802M$1.6B
Since20222013
Dividend yield3.63%6.65%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionlong short
CAGR 1Y-1.3%+6.1%
CAGR 3Y-1.5%+8.0%
CAGR 5YN/A+3.0%
Sharpe 3Y-0.500.89
Volatility 1Y6.89%3.57%
Max drawdown-15.85%-22.99%

Similar to TUA and HYLS