Screener
TYA vs LMBS
Simplify Intermediate Term Treasury Futures Strategy ETF vs First Trust Low Duration Opportunities ETF
Key differences
- TYA costs 0.41% less per year.
- LMBS is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
- TYA follows a active selection strategy; LMBS uses index tracking.
- Over the last 3 years, LMBS has delivered higher annualized returns.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TYA | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.66% |
| Fund size (AUM) | $67M | $6.2B |
| Since | 2021 | 2014 |
| Dividend yield | 3.86% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.2% | +6.3% |
| CAGR 3Y | -2.6% | +5.8% |
| CAGR 5Y | N/A | +3.0% |
| Sharpe 3Y | -0.27 | 0.82 |
| Volatility 1Y | 13.04% | 1.98% |
| Max drawdown | -51.15% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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