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TUA vs LDSF

Simplify Short Term Treasury Futures Strategy ETF vs First Trust Low Duration Strategic Focus ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • TUA costs 0.52% less per year.
  • TUA is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • TUA is classified as alternative, while LDSF is fixed income — different risk/return profiles.
  • Over the last 3 years, LDSF has delivered higher annualized returns.

Side-by-side comparison

TUALDSF
Annual cost (TER)0.25%0.77%
Fund size (AUM)$802M$160M
Since20222019
Dividend yield3.63%4.61%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y-1.3%+5.4%
CAGR 3Y-1.5%+5.4%
CAGR 5YN/A+2.4%
Sharpe 3Y-0.500.63
Volatility 1Y6.89%2.06%
Max drawdown-15.85%-8.56%

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

Similar to TUA and LDSF