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SHV vs TYA

iShares 0–1 Year Treasury Bond ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

SHV

iShares 0–1 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$20.6B

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

Key differences

  • SHV costs 0.10% less per year.
  • SHV is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • SHV follows a index tracking strategy; TYA uses active selection.
  • Over the last 3 years, SHV has delivered higher annualized returns.
  • SHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHVTYA
Annual cost (TER)0.15%0.25%
Fund size (AUM)$20.6B$67M
Since20072021
Dividend yield3.92%3.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.0%+3.5%
CAGR 3Y+4.7%-4.0%
CAGR 5Y+3.3%N/A
Sharpe 3Y4.33-0.35
Volatility 1Y0.21%13.04%
Max drawdown-0.45%-51.15%

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

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