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TUA vs LGOV

Simplify Short Term Treasury Futures Strategy ETF vs First Trust Long Duration Opportunities ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

Key differences

  • TUA costs 0.24% less per year.
  • TUA is classified as alternative, while LGOV is fixed income — different risk/return profiles.
  • TUA follows a active selection strategy; LGOV uses index tracking.
  • Over the last 3 years, LGOV has delivered higher annualized returns.

Side-by-side comparison

TUALGOV
Annual cost (TER)0.25%0.49%
Fund size (AUM)$802M$664M
Since20222019
Dividend yield3.63%4.21%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-1.3%+7.1%
CAGR 3Y-1.5%+2.8%
CAGR 5YN/A-1.4%
Sharpe 3Y-0.50-0.04
Volatility 1Y6.89%7.03%
Max drawdown-15.85%-30.85%

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

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