TUA vs VYM
Simplify Short Term Treasury Futures Strategy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | TUA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $695M | $79.0B | |
| Dividend Yield | 3.32% | 2.86% | |
| Holdings | 7 | 568 | |
| YTD Return | -4.96% | +16.78% | |
| 1Y Return | -3.92% | +24.43% | |
| 3Y Return (annualized) | +1.29% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 9.5% | 14.6% | |
| Max Drawdown | -15.8% | -58.8% | |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 14, 2022 | Nov 10, 2006 |
TUA vs VYM Performance
Simplify Short Term Treasury Futures Strategy ETF (TUA) is a ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TUA returned -3.92% while VYM returned +24.43%. Year to date, TUA is down 4.96% versus a gain of 16.78% for VYM.
Over three years, TUA compounded at +1.29% per year against +18.60% for VYM. Across the full 4-year window we track, VYM has the edge at +7.11% annualized vs -1.23%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
TUA charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, TUA currently yields 3.32% against 2.86% for VYM.
Holdings Overlap
TUA and VYM share 0 holdings out of 559 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 VYM?
TUA has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, TUA or VYM?
Over the past year TUA returned -3.92% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), TUA annualized -1.23% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, TUA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.5% for TUA. Worst drawdown: TUA -15.8% vs VYM -58.8%.
Should I hold both TUA and VYM?
TUA and VYM have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TUA and VYM?
TUA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, TUA or VYM?
TUA yields 3.32% while VYM yields 2.86%, so TUA currently pays the higher dividend yield.
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