TUA vs BTO
Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and John Hancock Financial Opportunities Fund (BTO, ETF).
TUA vs BTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TUA
$757M
Winner
BTO
$758M
Expense Ratio
TUA
0.25%
BTO
N/A
Max Drawdown
Winner
TUA
22.37%
BTO
82.09%
Sharpe Ratio
TUA
-0.79
Winner
BTO
0.77
5Y Beta
Winner
TUA
-0.08
BTO
0.88
5Y Dividends CAGR
TUA
N/A
BTO
8.12%
TUA vs BTO - Historical Returns
Returns include dividend reinvestment.
1M
TUA
-0.44%
Winner
BTO
+5.64%
3M
TUA
-2.68%
Winner
BTO
+16.10%
6M
TUA
-4.70%
Winner
BTO
+9.84%
1Y
TUA
-2.23%
Winner
BTO
+18.79%
5Y(CAGR)
TUA
N/A
BTO
+6.90%
10Y(CAGR)
TUA
N/A
BTO
+11.46%
Max(CAGR)
TUA
-1.36%
Winner
BTO
+8.82%
TUA vs BTO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TUA | BTO |
|---|---|---|
| 2026 | -5.22% | +11.40% |
| 2025 | +7.17% | +6.98% |
| 2024 | -2.92% | +27.67% |
| 2023 | -2.33% | -2.85% |
| 2022 | -0.81% | -21.25% |
| 2021 | N/A | +67.15% |
| 2020 | N/A | -9.84% |
| 2019 | N/A | +33.57% |
| 2018 | N/A | -24.57% |
| 2017 | N/A | +13.25% |
| 2016 | N/A | +40.90% |
| 2015 | N/A | +25.19% |
| 2014 | N/A | +5.81% |
| 2013 | N/A | +38.22% |
| 2012 | N/A | +32.90% |
| 2011 | N/A | -16.80% |
| 2010 | N/A | +27.86% |
| 2009 | N/A | +6.07% |
| 2008 | N/A | -34.82% |
| 2007 | N/A | -23.16% |
| 2006 | N/A | +19.05% |
| 2005 | N/A | -1.85% |
| 2004 | N/A | +17.15% |
| 2003 | N/A | +45.14% |
| 2002 | N/A | +4.70% |
| 2001 | N/A | +6.80% |
| 2000 | N/A | +21.50% |
| 1999 | N/A | -8.76% |
TUA vs BTO 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 BTO was -72.25%, occurring on Mar 6, 2009. Recovery took 1571 trading sessions.
The current TUA drawdown is -9.92%. The current BTO drawdown is -1.05%.
| Rank | TUA | BTO |
|---|---|---|
| #1 | -15.84% Mar 24, 2023 - Oct 17, 2023 | -72.25% Feb 14, 2007 - May 13, 2013 |
| #2 | -9.27% Jan 18, 2023 - Mar 13, 2023 | -65.61% Jan 2, 2020 - Jan 14, 2021 |
| #3 | -2.81% Mar 17, 2023 - Mar 23, 2023 | -51.73% Jan 13, 2022 - Feb 2, 2026 |
| #4 | -2.63% Dec 16, 2022 - Jan 12, 2023 | -36.21% Nov 16, 1999 - Dec 28, 2000 |
| #5 | -2.47% Mar 15, 2023 - Mar 17, 2023 | -32.87% Mar 12, 2018 - Jan 2, 2020 |
| #6 | -2.15% Mar 13, 2023 - Mar 15, 2023 | -30.89% Dec 4, 2015 - Aug 17, 2016 |
| #7 | -1.50% Nov 16, 2022 - Dec 1, 2022 | -22.13% May 17, 2002 - May 29, 2003 |
| #8 | -1.48% Dec 1, 2022 - Dec 13, 2022 | -21.62% Jan 3, 2001 - Dec 26, 2001 |
| #9 | -0.80% Jan 12, 2023 - Jan 18, 2023 | -18.03% Jun 8, 2021 - Aug 25, 2021 |
| #10 | -0.20% Dec 14, 2022 - Dec 16, 2022 | -17.22% Mar 5, 2004 - Oct 6, 2004 |
| #11 | N/A | -16.51% Jul 23, 2015 - Nov 11, 2015 |
| #12 | N/A | -15.21% Feb 6, 2026 - Mar 13, 2026 |
| #13 | N/A | -15.12% Jul 3, 2017 - Sep 29, 2017 |
| #14 | N/A | -13.88% Jul 26, 2013 - Dec 24, 2013 |
| #15 | N/A | -11.96% May 15, 2013 - Jul 5, 2013 |
Correlation
Correlation between TUA and BTO is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2000 - 2026)
TUA vs BTO dividend yield comparison.
| Year | TUA | BTO |
|---|---|---|
| 2026 | 0.97% | 3.43% |
| 2025 | 3.84% | 7.41% |
| 2024 | 5.19% | 7.28% |
| 2023 | 4.83% | 8.64% |
| 2022 | 0.15% | 7.51% |
| 2021 | 0.00% | 4.72% |
| 2020 | 0.00% | 7.25% |
| 2019 | 0.00% | 6.06% |
| 2018 | 0.00% | 5.94% |
| 2017 | 0.00% | 3.76% |
| 2016 | 0.00% | 5.10% |
| 2015 | 0.00% | 4.75% |
| 2014 | 0.00% | 5.03% |
| 2013 | 0.00% | 5.03% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 6.51% |
| 2010 | 0.00% | 5.28% |
| 2009 | 0.00% | 4.06% |
| 2008 | 0.00% | 20.16% |
| 2007 | 0.00% | 28.59% |
| 2006 | 0.00% | 10.61% |
| 2005 | 0.00% | 12.34% |
| 2004 | 0.00% | 10.01% |
| 2003 | 0.00% | 6.13% |
| 2002 | 0.00% | 11.40% |
| 2001 | 0.00% | 14.74% |
| 2000 | 0.00% | 8.73% |
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