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TUA vs LTAX

Simplify Short Term Treasury Futures Strategy ETF vs Nomura Tax-Free USA ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

Key differences

Both TUA and LTAX are fixed income ETFs. TUA charges 0.25% a year and LTAX 0.39%. The main difference: TUA costs 0.14% less per year.

  • TUA costs 0.14% less per year.
  • TUA is much larger than LTAX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUALTAX
Annual cost (TER)0.25%0.39%
Fund size (AUM)$757M$6M
Since20222026
Dividend yield3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-3.1%N/A
CAGR 3Y-1.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.53N/A
Volatility 1Y6.90%
Max drawdown-15.85%-3.19%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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