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TUA vs RFIX

Simplify Short Term Treasury Futures Strategy ETF vs Simplify Bond Bull ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

Key differences

  • TUA costs 0.25% less per year.
  • TUA is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • TUA is classified as alternative, while RFIX is fixed income — different risk/return profiles.

Side-by-side comparison

TUARFIX
Annual cost (TER)0.25%0.50%
Fund size (AUM)$802M$56M
Since20222024
Dividend yield3.63%4.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-1.8%-12.8%
CAGR 3Y-2.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.58N/A
Volatility 1Y6.85%30.02%
Max drawdown-15.85%-38.79%

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

Similar to TUA and RFIX