Simplify Short Term Treasury Futures Strategy ETF (TUA): ETF
ETF traded on ARCX under symbol TUA. Quoted in usd.
Simplify Short Term Treasury Futures Strategy ETF
The Simplify Short Term Treasury Futures Strategy ETF (TUA) endeavors to generate a total return, prior to expenses and fees, that at least equals, or ideally exceeds, the performance of the ICE US Treasury 7-10 Year Bond Index. This performance target is strictly evaluated and pursued on a quarterly calendar cycle, and not across alternative time horizons. The fund's approach involves strategically deploying investments in Treasury futures, concentrating on the shorter end of the yield curve, to mirror the duration characteristics of the 7-10 Year US Treasury Index. It is structured to achieve substantial duration exposure using a comparatively small capital outlay. Concurrently, it aims to capitalize on the yield curve's efficiencies present at the short end, specifically through the utilization of 2-Year US Treasury futures contracts. TUA offers several applications, including serving as a more efficient substitute for less effective intermediate duration assets, enhancing the capital efficiency within shorter duration portfolio segments, or functioning as a foundational component in advanced portfolio strategies, such as risk parity models.
Largest holdings
- US 2YR NOTE (CBT) DEC2685.05%
- SBIL SIMPLIFY E GOVT MONEY MKT ETF12.57%
- B 12/3/26 Govt1.03%
- B 12/31/26 Govt0.97%
- B 2/16/27 Govt0.30%
- Cash0.05%
- B 1/28/27 Govt0.03%
- B 3/11/27 Govt0.01%
30d
336.06K
60d
412.27K
90d
375.30K