TUA vs IBMQ
Comparison between SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF (TUA, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).
TUA vs IBMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TUA
$660M
Winner
IBMQ
$661M
Expense Ratio
TUA
0.25%
Winner
IBMQ
0.18%
Max Drawdown
TUA
23.32%
Winner
IBMQ
15.85%
Sharpe Ratio
Winner
TUA
-1.14
IBMQ
-1.41
5Y Beta
Winner
TUA
-0.06
IBMQ
0.04
5Y Dividends CAGR
TUA
N/A
IBMQ
13.61%
TUA vs IBMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TUA
+2.09%
IBMQ
+0.42%
3M
TUA
-0.04%
Winner
IBMQ
+0.75%
6M
TUA
-4.99%
Winner
IBMQ
+0.34%
1Y
TUA
-3.46%
Winner
IBMQ
+2.11%
5Y(CAGR)
TUA
N/A
IBMQ
+0.50%
Max(CAGR)
TUA
-1.24%
Winner
IBMQ
+2.01%
TUA vs IBMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | TUA | IBMQ |
|---|---|---|
| 2026 | -5.03% | +1.29% |
| 2025 | +7.17% | +3.96% |
| 2024 | -2.92% | +0.83% |
| 2023 | -2.33% | +3.77% |
| 2022 | -0.81% | -6.60% |
| 2021 | N/A | -0.23% |
| 2020 | N/A | +6.79% |
| 2019 | N/A | +5.39% |
TUA vs IBMQ 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 IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The current TUA drawdown is -9.74%.
| Rank | TUA | IBMQ |
|---|---|---|
| #1 | -15.84% Mar 24, 2023 - Oct 17, 2023 | -15.85% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -9.27% Jan 18, 2023 - Mar 13, 2023 | -11.60% Feb 11, 2021 - Sep 4, 2025 |
| #3 | -2.81% Mar 17, 2023 - Mar 23, 2023 | -2.44% Aug 28, 2019 - Jan 14, 2020 |
| #4 | -2.63% Dec 16, 2022 - Jan 12, 2023 | -1.87% Aug 7, 2020 - Dec 10, 2020 |
| #5 | -2.47% Mar 15, 2023 - Mar 17, 2023 | -1.13% Feb 27, 2026 - Jun 25, 2026 |
| #6 | -2.15% Mar 13, 2023 - Mar 15, 2023 | -0.87% Sep 18, 2025 - Jan 5, 2026 |
| #7 | -1.50% Nov 16, 2022 - Dec 1, 2022 | -0.56% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -1.48% Dec 1, 2022 - Dec 13, 2022 | -0.43% Jul 10, 2026 - Aug 10, 2026 |
| #9 | -0.80% Jan 12, 2023 - Jan 18, 2023 | -0.40% Jan 6, 2021 - Jan 27, 2021 |
| #10 | -0.20% Dec 14, 2022 - Dec 16, 2022 | -0.38% Aug 15, 2019 - Aug 28, 2019 |
| #11 | N/A | -0.26% Jun 3, 2019 - Jun 18, 2019 |
| #12 | N/A | -0.26% Feb 27, 2020 - Mar 6, 2020 |
| #13 | N/A | -0.23% Aug 12, 2019 - Aug 14, 2019 |
| #14 | N/A | -0.22% May 17, 2019 - May 23, 2019 |
| #15 | N/A | -0.20% May 7, 2019 - May 9, 2019 |
Correlation
Correlation between TUA and IBMQ is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2019 - 2026)
TUA vs IBMQ dividend yield comparison.
| Year | TUA | IBMQ |
|---|---|---|
| 2026 | 1.46% | 1.44% |
| 2025 | 3.84% | 2.43% |
| 2024 | 5.19% | 2.33% |
| 2023 | 4.83% | 1.93% |
| 2022 | 0.15% | 1.25% |
| 2021 | 0.00% | 1.05% |
| 2020 | 0.00% | 1.24% |
| 2019 | 0.00% | 1.03% |
Select Stocks to Compare
Popular: TUA vs SPYIBMQ vs SPY
More Comparisons
Compare with similar stocks