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WTLS vs TUA

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

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

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

  • WTLS is an alternative fund, while TUA is a fixed income fund. They carry different risk/return profiles.
  • WTLS follows a long short strategy; TUA uses active selection.
  • 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

WTLSTUA
Annual cost (TER)0.88%0.25%
Fund size (AUM)$12M$757M
Since20262022
Dividend yield3.53%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1YN/A-1.9%
CAGR 3YN/A-0.5%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.40
Volatility 1Y6.84%
Max drawdown-8.95%-15.85%

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

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