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TYA vs FDAT

Simplify Intermediate Term Treasury Futures Strategy ETF vs Tactical Advantage ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

Key differences

Both TYA and FDAT are fixed income ETFs. TYA charges 0.25% a year and FDAT 0.78%. The main difference: TYA follows a active selection strategy; FDAT uses tactical allocation.

  • TYA follows a active selection strategy; FDAT uses tactical allocation.
  • TYA costs 0.53% less per year.
  • Over the last three years, FDAT has delivered higher annualized returns.

Side-by-side comparison

TYAFDAT
Annual cost (TER)0.25%0.78%
Fund size (AUM)$72M$36M
Since20212023
Dividend yield3.83%5.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+1.8%+9.3%
CAGR 3Y-2.8%+8.4%
CAGR 5YN/AN/A
Sharpe 3Y-0.280.51
Volatility 1Y12.57%10.28%
Max drawdown-51.15%-8.20%

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

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