Compare · 2 funds side by side · dividends reinvested

TUA and IEF

TUASimplify×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,390IEF · best of the two

02 / 04

TUA and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.05%−1.1%−1.0%+4.8%−1.3%−6.8%5.0%$44.6B1.0

Simplify Short Term Treasury Futures Strategy ETFBonds & Cash · Treasuries0.39%3.47%−6.7%−6.1%+1.3%[…]−12.4%7.6%$471M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TUA 2022 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Short Term Treasury Futures Strategy ETF · $471M[…]

TUA

IEF

iShares 7-10 Year Treasury Bond ETF · $44.6B$9,390

$10,000 five years ago, dividends reinvested

TUAMeasureIEF

−6.7%Year to dateJan 1 → Nov 5−1.1%

−6.1%1 yearTotal return−1.0%

+1.3%3 years · per year$10,000 became $10,397 · $11,516+4.8%

[…]5 years · per year$10,000 became […] · $9,390−1.3%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

3.47%Trailing 12-mo yield$347 · $405 a year on $10k4.05%

−12.4%Worst dropSmaller is better−6.8%

7.6%VolatilityLower is calmer5.0%

TUAIEF Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7IEF wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TUA vs IEF: Top 5 Holdings

Today

TUA

12.8%in top 5

IEF

in top 5[…]

TUAStockIEF

12.8%SBILnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

TUA vs IEF Returns, Every Period

SimplifyTUA

−6.1%

past year

IEFiShares

−1.0%

past year

TUAIEFFaded: behind in that period

0–3IEF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TUA vs IEF

YTD

SimplifyTUA

−6.7%

IEFiShares

−1.1%

−6.7%Year to date−1.1%

−12.4%Worst drop · 1Y−6.8%

7.6%Volatility · 1Y5.0%

3.5%Yield4.0%

$471MAssets$44.6B

4–0IEF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TUA, IEF

Today

0.15%lowest, IEF

FundExpense ratioFee$10k

IEF0.15%$15

TUA0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TUA, IEF

4.05%highest, IEF

FundTrailing yieldYield$10k

IEF4.05%$405

TUA3.47%$347

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$390most kept, IEF

IEF$405 − $15 = $390

TUA$347 − $39 = $308

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TUA, IEF

Today

[…]holdings […]

TUAIEF

TUA—[…]

IEF[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−1.0%IEF, at 5.0% volatility

IEFWorst drop−6.8%5.0% vol

TUAWorst drop−12.4%7.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IEFTUA

−1.1%Year to date−6.7%

4.0%Yield3.5%

−1.0%Past year−6.1%

0.15%Fee0.39%

4–0IEF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026