TUA vs. SVOL
Compare and contrast key facts about Simplify Short Term Treasury Futures Strategy ETF (TUA) and Simplify Volatility Premium ETF (SVOL).
TUA and SVOL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TUA is an actively managed fund by Simplify. It was launched on Nov 14, 2022. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TUA or SVOL.
Correlation
The correlation between TUA and SVOL is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TUA vs. SVOL - Performance Comparison
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Key characteristics
TUA:
9.90%
SVOL:
23.33%
TUA:
-1.00%
SVOL:
-2.64%
TUA:
-0.90%
SVOL:
-2.22%
Returns By Period
TUA
N/A
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SVOL
N/A
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TUA vs. SVOL - Expense Ratio Comparison
TUA has a 0.16% expense ratio, which is lower than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
TUA vs. SVOL — Risk-Adjusted Performance Rank
TUA
SVOL
TUA vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Short Term Treasury Futures Strategy ETF (TUA) and Simplify Volatility Premium ETF (SVOL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
TUA vs. SVOL - Dividend Comparison
Neither TUA nor SVOL has paid dividends to shareholders.
Drawdowns
TUA vs. SVOL - Drawdown Comparison
The maximum TUA drawdown since its inception was -1.00%, smaller than the maximum SVOL drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for TUA and SVOL. For additional features, visit the drawdowns tool.
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Volatility
TUA vs. SVOL - Volatility Comparison
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