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TYA vs GDE

Simplify Intermediate Term Treasury Futures Strategy ETF vs WisdomTree Efficient Gold Plus Equity Strategy Fund

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

Key differences

TYA is a fixed income ETF, while GDE is a mixed asset ETF. TYA charges 0.25% a year and GDE 0.20%.

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

Side-by-side comparison

TYAGDE
Annual cost (TER)0.25%0.20%
Fund size (AUM)$72M$595M
Since20212022
Dividend yield3.83%3.83%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.5%+43.2%
CAGR 3Y-1.7%+44.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.221.43
Volatility 1Y12.64%29.88%
Max drawdown-51.15%-32.01%

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

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