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TYA vs SCHQ

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

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.22% less per year.
  • SCHQ is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • TYA follows a active selection strategy; SCHQ uses index tracking.
  • Over the last 3 years, SCHQ has delivered higher annualized returns.

Side-by-side comparison

TYASCHQ
Annual cost (TER)0.25%0.03%
Fund size (AUM)$67M$897M
Since20212019
Dividend yield3.86%4.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+5.6%
CAGR 3Y-4.0%-1.3%
CAGR 5YN/A-5.1%
Sharpe 3Y-0.35-0.31
Volatility 1Y13.04%9.07%
Max drawdown-51.15%-46.13%

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

Similar to TYA and SCHQ