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TYA vs SGOV

Simplify Intermediate Term Treasury Futures Strategy ETF vs iShares 0-3 Month Treasury Bond ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

SGOV

iShares 0-3 Month Treasury Bond ETF

iShares

Annual cost

0.09%

Fund size

$85.2B

Key differences

  • SGOV costs 0.16% less per year.
  • SGOV is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • TYA follows a active selection strategy; SGOV uses index tracking.
  • Over the last 3 years, SGOV has delivered higher annualized returns.

Side-by-side comparison

TYASGOV
Annual cost (TER)0.25%0.09%
Fund size (AUM)$67M$85.2B
Since20212020
Dividend yield3.86%3.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+4.0%
CAGR 3Y-4.0%+4.8%
CAGR 5YN/A+3.5%
Sharpe 3Y-0.355.09
Volatility 1Y13.04%0.20%
Max drawdown-51.15%-0.03%

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

Similar to TYA and SGOV