Screener
IVOL vs TYA
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Simplify Intermediate Term Treasury Futures Strategy ETF
Key differences
Both IVOL and TYA are fixed income ETFs. IVOL charges 0.98% a year and TYA 0.25%. The main difference: IVOL follows a multi strategy strategy; TYA uses active selection.
- IVOL follows a multi strategy strategy; TYA uses active selection.
- TYA costs 0.73% less per year.
- IVOL is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TYA has delivered higher annualized returns.
Side-by-side comparison
| IVOL | TYA | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.25% |
| Fund size (AUM) | $314M | $72M |
| Since | 2019 | 2021 |
| Dividend yield | 3.86% | 3.83% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -4.4% | +1.5% |
| CAGR 3Y | -3.1% | -1.7% |
| CAGR 5Y | -5.8% | N/A |
| Sharpe 3Y | -0.60 | -0.22 |
| Volatility 1Y | 6.74% | 12.64% |
| Max drawdown | -31.16% | -51.15% |
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