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TUA vs MEAR

Simplify Short Term Treasury Futures Strategy ETF vs iShares Short Maturity Municipal Bond Active ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both TUA and MEAR are fixed income ETFs. TUA charges 0.25% a year and MEAR 0.26%. The main difference: Over the last three years, MEAR has delivered higher annualized returns.

  • Over the last three years, MEAR has delivered higher annualized returns.
  • MEAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUAMEAR
Annual cost (TER)0.25%0.26%
Fund size (AUM)$757M$1.4B
Since20222015
Dividend yield3.53%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-1.9%+3.2%
CAGR 3Y-0.5%+3.5%
CAGR 5YN/A+2.4%
Sharpe 3Y-0.40-0.08
Volatility 1Y6.84%0.86%
Max drawdown-15.85%-2.68%

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

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