What is the expense ratio of TUA?

Expense ratio data for TUA is shown on the page when available from our data provider.

What are the largest holdings in TUA?

Top holdings include US 2YR NOTE (CBT) DEC26, SBIL, B 12/3/26 Govt, B 12/31/26 Govt, B 10/20/26 Govt.

How can PortView analyze TUA overlap with other ETFs?

PortView computes the holdings overlap between TUA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Simplify Short Term Treasury Futures Strategy (TUA) ETF Holdings & Analysis

ETFOther

$20.04+0.15%

1-year price historyRange $20.01 – $22.28

52-week range$20.04

$20.00$22.31

What TUA does

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.

Fund profile

Top holdings

	Holding	Weight
	US 2YR NOTE (CBT) DEC26	84.81%
	SIMPLIFY E GOVT MONEY MKT ETF	12.88%
	B 12/3/26 Govt	1.08%
	B 12/31/26 Govt	0.93%
	B 10/20/26 Govt	0.17%
	Cash	0.08%
	B 1/28/27 Govt	0.03%
	B 10/15/26 Govt	0.01%

Sector allocation

Cash & Others	87.12%
Financial Services	12.88%

Geographic allocation

Other	87.12%
United States	12.88%

PortView Portfolio Insights

PortView analyzes how TUA fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does TUA track?: TUA is the Simplify Short Term Treasury Futures Strategy ETF, a Other ETF.
What is the expense ratio of TUA?: Expense ratio data for TUA is shown on the page when available from our data provider.
What are the largest holdings in TUA?: Top holdings include US 2YR NOTE (CBT) DEC26, SBIL, B 12/3/26 Govt, B 12/31/26 Govt, B 10/20/26 Govt.
How can PortView analyze TUA overlap with other ETFs?: PortView computes the holdings overlap between TUA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.