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TYA vs NTSX

Simplify Intermediate Term Treasury Futures Strategy ETF vs WisdomTree U.S. Efficient Core Fund

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

NTSX

WisdomTree U.S. Efficient Core Fund

Annual cost

0.20%

Fund size

$1.4B

Key differences

TYA is a fixed income ETF, while NTSX is an equity ETF. TYA charges 0.25% a year and NTSX 0.20%.

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

Side-by-side comparison

TYANTSX
Annual cost (TER)0.25%0.20%
Fund size (AUM)$72M$1.4B
Since20212018
Dividend yield3.83%1.07%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.5%+22.4%
CAGR 3Y-1.7%+19.2%
CAGR 5YN/A+9.4%
Sharpe 3Y-0.221.00
Volatility 1Y12.64%12.92%
Max drawdown-51.15%-31.34%

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

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