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LTAX vs TYA

Nomura Tax-Free USA ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

LTAX

Nomura Tax-Free USA ETF

Annual cost

0.39%

Fund size

$6M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

Both LTAX and TYA are fixed income ETFs. LTAX 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.
  • TYA is much larger than LTAX. Larger funds are usually more liquid and less likely to close.
  • TYA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LTAXTYA
Annual cost (TER)0.39%0.25%
Fund size (AUM)$6M$72M
Since20262021
Dividend yield3.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A-0.4%
CAGR 3YN/A-3.7%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.33
Volatility 1Y12.78%
Max drawdown-3.19%-51.15%

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

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