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TUA vs WTLS

Simplify Short Term Treasury Futures Strategy ETF vs Wisdomtree Efficient Long/Short US Equity Fund

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

Key differences

TUA is a fixed income ETF, while WTLS is an alternative ETF. TUA charges 0.25% a year and WTLS 0.88%.

  • TUA is a fixed income fund, while WTLS is an alternative fund. They carry different risk/return profiles.
  • TUA follows a active selection strategy; WTLS uses long short.
  • TUA costs 0.63% less per year.
  • TUA is much larger than WTLS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUAWTLS
Annual cost (TER)0.25%0.88%
Fund size (AUM)$757M$12M
Since20222026
Dividend yield3.53%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y-1.9%N/A
CAGR 3Y-0.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.40N/A
Volatility 1Y6.84%
Max drawdown-15.85%-8.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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