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TUA vs FNGO

Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and Bank of Montreal (FNGO, ETF).

TUA vs FNGO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TUA
$757M
Winner
FNGO
$758M
Expense Ratio
TUA
0.25%
FNGO
N/A
Max Drawdown
Winner
TUA
22.37%
FNGO
78.39%
Sharpe Ratio
TUA
-0.79
Winner
FNGO
0.70
5Y Beta
Winner
TUA
-0.08
FNGO
2.83
P/E Ratio
TUA
N/A
FNGO
34.08
Forward P/E
TUA
N/A
FNGO
27.00
PEG Ratio
TUA
N/A
FNGO
0.68
5Y EPS CAGR
TUA
N/A
FNGO
41.33%
Debt to Equity
TUA
N/A
FNGO
31.04%
P/S Ratio
TUA
N/A
FNGO
9.03
P/B Ratio
TUA
N/A
FNGO
11.17

TUA vs FNGO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TUA
-0.44%
FNGO
-4.62%
3M
TUA
-2.68%
Winner
FNGO
+25.65%
6M
TUA
-4.70%
Winner
FNGO
+3.86%
1Y
TUA
-2.23%
Winner
FNGO
+26.54%
5Y(CAGR)
TUA
N/A
FNGO
+25.61%
Max(CAGR)
TUA
-1.36%
Winner
FNGO
+37.70%

TUA vs FNGO - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearTUAFNGO
2026-5.22%+12.37%
2025+7.17%+26.09%
2024-2.92%+112.25%
2023-2.33%+247.27%
2022-0.81%-72.76%
2021N/A+29.72%
2020N/A+219.34%
2019N/A+76.58%
2018N/A-40.52%

TUA vs FNGO 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 FNGO was -78.39%, occurring on Nov 9, 2022. Recovery took 566 trading sessions.

The current TUA drawdown is -9.92%. The current FNGO drawdown is -18.46%.

RankTUAFNGO
#1-15.84%
Mar 24, 2023 - Oct 17, 2023
-78.39%
Nov 4, 2021 - Feb 7, 2024
#2-9.27%
Jan 18, 2023 - Mar 13, 2023
-60.28%
Feb 19, 2020 - Jun 10, 2020
#3-2.81%
Mar 17, 2023 - Mar 23, 2023
-50.95%
Aug 7, 2018 - Dec 23, 2019
#4-2.63%
Dec 16, 2022 - Jan 12, 2023
-47.64%
Feb 14, 2025 - Jun 26, 2025
#5-2.47%
Mar 15, 2023 - Mar 17, 2023
-42.73%
Oct 29, 2025 - May 26, 2026
#6-2.15%
Mar 13, 2023 - Mar 15, 2023
-33.53%
Jul 10, 2024 - Dec 3, 2024
#7-1.50%
Nov 16, 2022 - Dec 1, 2022
-31.08%
Feb 16, 2021 - Sep 7, 2021
#8-1.48%
Dec 1, 2022 - Dec 13, 2022
-25.96%
Sep 2, 2020 - Dec 7, 2020
#9-0.80%
Jan 12, 2023 - Jan 18, 2023
-20.68%
Jun 1, 2026 - Jun 10, 2026
#10-0.20%
Dec 14, 2022 - Dec 16, 2022
-18.66%
Apr 11, 2024 - May 15, 2024
#11N/A-18.44%
Sep 7, 2021 - Oct 19, 2021
#12N/A-15.30%
Dec 16, 2024 - Feb 14, 2025
#13N/A-10.97%
Jun 23, 2020 - Jul 2, 2020
#14N/A-10.44%
Jul 10, 2020 - Aug 5, 2020
#15N/A-10.34%
Jan 26, 2021 - Feb 4, 2021

Correlation

Correlation between TUA and FNGO is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

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