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SCHR vs TYA

Schwab Intermediate-Term U.S. Treasury ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

SCHR

Schwab Intermediate-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$13.0B

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

Key differences

  • SCHR costs 0.22% less per year.
  • SCHR is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • SCHR follows a index tracking strategy; TYA uses active selection.
  • Over the last 3 years, SCHR has delivered higher annualized returns.
  • SCHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHRTYA
Annual cost (TER)0.03%0.25%
Fund size (AUM)$13.0B$67M
Since20102021
Dividend yield3.89%3.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+3.9%+3.5%
CAGR 3Y+2.9%-4.0%
CAGR 5Y+0.1%N/A
Sharpe 3Y-0.11-0.35
Volatility 1Y3.46%13.04%
Max drawdown-16.11%-51.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHR and TYA