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TUA vs MSTI
Simplify Short Term Treasury Futures Strategy ETF vs Madison Short-Term Strategic Income ETF
Key differences
- TUA costs 0.11% less per year.
- TUA is significantly larger than MSTI — larger funds tend to be more liquid and less likely to close.
- TUA is classified as alternative, while MSTI is fixed income — different risk/return profiles.
- TUA follows a active selection strategy; MSTI uses index tracking.
Side-by-side comparison
| TUA | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.36% |
| Fund size (AUM) | $802M | $51M |
| Since | 2022 | 2023 |
| Dividend yield | 3.63% | 5.35% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -1.8% | +4.6% |
| CAGR 3Y | -2.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.58 | N/A |
| Volatility 1Y | 6.85% | 2.52% |
| Max drawdown | -15.85% | -1.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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