TUA vs VOO
Simplify Short Term Treasury Futures Strategy ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | TUA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $663M | $997.4B | |
| Dividend Yield | 3.10% | 1.08% | |
| Holdings | 9 | 509 | |
| YTD Return | -5.17% | +12.25% | |
| 1Y Return | -3.60% | +20.92% | |
| 3Y Return (annualized) | +1.29% | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 9.5% | 14.1% | |
| Max Drawdown | -15.8% | -34.3% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 14, 2022 | Sep 7, 2010 |
TUA vs VOO Performance
Simplify Short Term Treasury Futures Strategy ETF (TUA) is a ETF from Simplify Exchange Traded Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TUA returned -3.60% while VOO returned +20.92%. Year to date, TUA is down 5.17% versus a gain of 12.25% for VOO.
Over three years, TUA compounded at +1.29% per year against +21.79% for VOO. Across the full 4-year window we track, VOO has the edge at +13.45% annualized vs -1.28%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.5% for TUA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.8% for TUA and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TUA charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, TUA currently yields 3.10% against 1.08% for VOO.
Holdings Overlap
TUA and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TUA or VOO?
TUA has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, TUA or VOO?
Over the past year TUA returned -3.60% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), TUA annualized -1.28% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, TUA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 9.5% for TUA. Worst drawdown: TUA -15.8% vs VOO -34.3%.
Should I hold both TUA and VOO?
TUA and VOO have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TUA and VOO?
TUA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, TUA or VOO?
TUA yields 3.10% while VOO yields 1.08%, so TUA currently pays the higher dividend yield.
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