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TUA
-0.01 · -0.06%
$21.85 · NYSE ARCA

Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF (TUA) ETF Analysis | Long Government

Simplify Asset Management · USA
AUM:$688.6M
#– of – in Long Government ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.16% — competitive for the exposure provided.

What is TUA?

The fund invests primarily in futures contracts, call options, and put options on U. government securities, such as bills, notes and bonds issued by the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
TUA returned 5.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.16% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 14.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$688.6M
Expense Ratio0.16%
Dividend Yield3.72%
Holdings1
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta1.43
CategoryLong Government
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-8.6%
1Y
-6.9%
3Y
+0.1%
5Y
-7.4%
OpenBook InsightIf you had invested £10,000 in TUA 5 years ago, it would have fallen to £9,264 — a loss of £736.

Annual Returns

Calendar year performance

TUA delivered positive returns in 1 of the last 5 calendar years.
YearTUA
2026 YTD-7.8%
2025+7.2%
2024-2.9%
2023-2.3%
2022-0.8%
CAGR 4yr+0.2%
1/5 positive yearsAvg return: -1.3%Worst year: -7.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
6.6%
Low
Momentum
-1.2%
30-day change
Support Level
20.10
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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