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TUA vs TLH

Simplify Short Term Treasury Futures Strategy ETF vs iShares 10-20 Year Treasury Bond ETF

TUA

Simplify Short Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$802M

TLH

iShares 10-20 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$12.1B

Key differences

  • TLH costs 0.10% less per year.
  • TLH is significantly larger than TUA — larger funds tend to be more liquid and less likely to close.
  • TUA is classified as alternative, while TLH is fixed income — different risk/return profiles.
  • TUA follows a active selection strategy; TLH uses index tracking.
  • Over the last 3 years, TLH has delivered higher annualized returns.
  • TLH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUATLH
Annual cost (TER)0.25%0.15%
Fund size (AUM)$802M$12.1B
Since20222007
Dividend yield3.63%4.39%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-1.8%+6.0%
CAGR 3Y-2.2%+0.0%
CAGR 5YN/A-3.6%
Sharpe 3Y-0.58-0.25
Volatility 1Y6.85%8.14%
Max drawdown-15.85%-41.14%

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

Similar to TUA and TLH