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DMBS vs TYA

Mortgage ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

DMBS

Mortgage ETF

Annual cost

0.39%

Fund size

$690M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

Both DMBS and TYA are fixed income ETFs. DMBS charges 0.39% a year and TYA 0.25%. The main difference: TYA costs 0.14% less per year.

  • TYA costs 0.14% less per year.
  • DMBS is much larger than TYA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DMBS has delivered higher annualized returns.

Side-by-side comparison

DMBSTYA
Annual cost (TER)0.39%0.25%
Fund size (AUM)$690M$72M
Since20232021
Dividend yield5.04%3.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+1.5%
CAGR 3Y+4.7%-1.7%
CAGR 5YN/AN/A
Sharpe 3Y0.19-0.22
Volatility 1Y4.12%12.64%
Max drawdown-8.03%-51.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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