Screener
TYA vs AGGY
Simplify Intermediate Term Treasury Futures Strategy ETF vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Key differences
Both TYA and AGGY are fixed income ETFs. TYA charges 0.25% a year and AGGY 0.12%. The main difference: TYA follows a active selection strategy; AGGY uses index tracking.
- TYA follows a active selection strategy; AGGY uses index tracking.
- AGGY costs 0.13% less per year.
- AGGY is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AGGY has delivered higher annualized returns.
- AGGY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TYA | AGGY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.12% |
| Fund size (AUM) | $72M | $875M |
| Since | 2021 | 2015 |
| Dividend yield | 3.83% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.5% | +5.5% |
| CAGR 3Y | -1.7% | +4.9% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | -0.22 | 0.26 |
| Volatility 1Y | 12.64% | 4.21% |
| Max drawdown | -51.15% | -20.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.