Screener
TUA vs SPTB
Simplify Short Term Treasury Futures Strategy ETF vs State Street SPDR Portfolio Treasury ETF
Key differences
- SPTB costs 0.22% less per year.
- TUA is significantly larger than SPTB — larger funds tend to be more liquid and less likely to close.
- TUA is classified as alternative, while SPTB is fixed income — different risk/return profiles.
- TUA follows a active selection strategy; SPTB uses index tracking.
Side-by-side comparison
| TUA | SPTB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.03% |
| Fund size (AUM) | $802M | $187M |
| Since | 2022 | 2024 |
| Dividend yield | 3.63% | 4.21% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -1.8% | +4.3% |
| CAGR 3Y | -2.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.58 | N/A |
| Volatility 1Y | 6.85% | 3.69% |
| Max drawdown | -15.85% | -4.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to TUA and SPTB
Explore further