TUA vs AVRE
Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and AVANTIS REAL ESTATE ETF (AVRE, ETF).
TUA vs AVRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TUA
$802M
Winner
AVRE
$803M
Expense Ratio
TUA
0.25%
Winner
AVRE
0.17%
Max Drawdown
Winner
TUA
22.29%
AVRE
36.40%
Sharpe Ratio
TUA
-1.00
Winner
AVRE
0.64
5Y Beta
Winner
TUA
-0.08
AVRE
0.46
P/E Ratio
TUA
N/A
AVRE
32.88
Forward P/E
TUA
N/A
AVRE
36.34
5Y EPS CAGR
TUA
N/A
AVRE
10.68%
Debt to Equity
TUA
N/A
AVRE
42.71%
P/S Ratio
TUA
N/A
AVRE
8.62
P/B Ratio
TUA
N/A
AVRE
2.95
TUA vs AVRE - Historical Returns
Returns include dividend reinvestment.
1M
TUA
-1.93%
Winner
AVRE
-0.15%
3M
TUA
-5.15%
Winner
AVRE
+1.91%
6M
TUA
-5.32%
Winner
AVRE
+9.19%
1Y
TUA
-2.95%
Winner
AVRE
+11.43%
5Y(CAGR)
TUA
N/A
AVRE
+2.41%
Max(CAGR)
TUA
-1.64%
Winner
AVRE
+2.41%
TUA vs AVRE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | TUA | AVRE |
|---|---|---|
| 2026 | -6.14% | +8.63% |
| 2025 | +7.17% | +9.20% |
| 2024 | -2.92% | +0.27% |
| 2023 | -2.33% | +8.83% |
| 2022 | -0.81% | -23.13% |
| 2021 | N/A | +13.16% |
TUA vs AVRE Drawdown Comparison
The maximum drawdown for TUA was -15.84%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The current TUA drawdown is -10.79%. The current AVRE drawdown is -1.54%.
| Rank | TUA | AVRE |
|---|---|---|
| #1 | -15.84% Mar 24, 2023 - Oct 17, 2023 | -32.47% Dec 31, 2021 - Apr 17, 2026 |
| #2 | -9.27% Jan 18, 2023 - Mar 13, 2023 | -4.18% Nov 24, 2021 - Dec 8, 2021 |
| #3 | -2.81% Mar 17, 2023 - Mar 23, 2023 | -3.04% May 6, 2026 - Jun 3, 2026 |
| #4 | -2.63% Dec 16, 2022 - Jan 12, 2023 | -2.32% Apr 20, 2026 - May 6, 2026 |
| #5 | -2.47% Mar 15, 2023 - Mar 17, 2023 | -1.35% Nov 3, 2021 - Nov 24, 2021 |
| #6 | -2.15% Mar 13, 2023 - Mar 15, 2023 | -1.06% Dec 8, 2021 - Dec 15, 2021 |
| #7 | -1.50% Nov 16, 2022 - Dec 1, 2022 | -0.97% Oct 28, 2021 - Nov 3, 2021 |
| #8 | -1.48% Dec 1, 2022 - Dec 13, 2022 | -0.76% Dec 15, 2021 - Dec 22, 2021 |
| #9 | -0.80% Jan 12, 2023 - Jan 18, 2023 | -0.73% Oct 7, 2021 - Oct 12, 2021 |
| #10 | -0.20% Dec 14, 2022 - Dec 16, 2022 | -0.14% Oct 4, 2021 - Oct 6, 2021 |
| #11 | N/A | -0.07% Oct 15, 2021 - Oct 19, 2021 |
| #12 | N/A | -0.07% Dec 22, 2021 - Dec 27, 2021 |
| #13 | N/A | -0.01% Oct 26, 2021 - Oct 28, 2021 |
Correlation
Correlation between TUA and AVRE is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2021 - 2026)
TUA vs AVRE dividend yield comparison.
| Year | TUA | AVRE |
|---|---|---|
| 2026 | 0.98% | 0.08% |
| 2025 | 3.84% | 4.30% |
| 2024 | 5.19% | 3.99% |
| 2023 | 4.83% | 3.33% |
| 2022 | 0.15% | 3.78% |
| 2021 | 0.00% | 0.61% |
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