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NTSX vs TYA

WisdomTree U.S. Efficient Core Fund vs Simplify Intermediate Term Treasury Futures Strategy ETF

NTSX

WisdomTree U.S. Efficient Core Fund

Annual cost

0.20%

Fund size

$1.4B

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

NTSX is an equity ETF, while TYA is a fixed income ETF. NTSX charges 0.20% a year and TYA 0.25%.

  • NTSX is an equity fund, while TYA is a fixed income fund. They carry different risk/return profiles.
  • NTSX is much larger than TYA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NTSX has delivered higher annualized returns.

Side-by-side comparison

NTSXTYA
Annual cost (TER)0.20%0.25%
Fund size (AUM)$1.4B$72M
Since20182021
Dividend yield1.07%3.83%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.4%+1.5%
CAGR 3Y+19.2%-1.7%
CAGR 5Y+9.4%N/A
Sharpe 3Y1.00-0.22
Volatility 1Y12.92%12.64%
Max drawdown-31.34%-51.15%

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

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