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TUA vs SCHQ

Simplify Short Term Treasury Futures Strategy ETF vs Schwab Long-Term U.S. Treasury ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.22% less per year.
  • TUA is classified as alternative, while SCHQ is fixed income — different risk/return profiles.
  • TUA follows a active selection strategy; SCHQ uses index tracking.

Side-by-side comparison

TUASCHQ
Annual cost (TER)0.25%0.03%
Fund size (AUM)$802M$897M
Since20222019
Dividend yield3.63%4.76%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-1.8%+5.6%
CAGR 3Y-2.2%-1.3%
CAGR 5YN/A-5.1%
Sharpe 3Y-0.58-0.31
Volatility 1Y6.85%9.07%
Max drawdown-15.85%-46.13%

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

Similar to TUA and SCHQ