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TYA vs SCHO

Simplify Intermediate Term Treasury Futures Strategy ETF vs Schwab Short-Term U.S. Treasury ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

SCHO

Schwab Short-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$12.5B

Key differences

  • SCHO costs 0.22% less per year.
  • SCHO is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • TYA follows a active selection strategy; SCHO uses index tracking.
  • Over the last 3 years, SCHO has delivered higher annualized returns.
  • SCHO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TYASCHO
Annual cost (TER)0.25%0.03%
Fund size (AUM)$67M$12.5B
Since20212010
Dividend yield3.86%3.97%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+3.5%
CAGR 3Y-4.0%+3.9%
CAGR 5YN/A+1.8%
Sharpe 3Y-0.350.20
Volatility 1Y13.04%1.38%
Max drawdown-51.15%-5.69%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TYA and SCHO