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TUA vs ICSH

Simplify Short Term Treasury Futures Strategy ETF vs iShares Ultra Short Duration Bond Active ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

ICSH

iShares Ultra Short Duration Bond Active ETF

iShares

Annual cost

0.08%

Fund size

$7.3B

Key differences

  • ICSH costs 0.17% less per year.
  • ICSH is significantly larger than TUA — larger funds tend to be more liquid and less likely to close.
  • TUA is classified as alternative, while ICSH is fixed income — different risk/return profiles.
  • Over the last 3 years, ICSH has delivered higher annualized returns.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUAICSH
Annual cost (TER)0.25%0.08%
Fund size (AUM)$802M$7.3B
Since20222013
Dividend yield3.63%4.41%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-1.8%+4.4%
CAGR 3Y-2.2%+5.2%
CAGR 5YN/A+3.7%
Sharpe 3Y-0.583.35
Volatility 1Y6.85%0.41%
Max drawdown-15.85%-3.94%

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

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