Screener
TYA vs SHAG
Simplify Intermediate Term Treasury Futures Strategy ETF vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Key differences
Both TYA and SHAG are fixed income ETFs. TYA charges 0.25% a year and SHAG 0.12%. The main difference: TYA follows a active selection strategy; SHAG uses index tracking.
- TYA follows a active selection strategy; SHAG uses index tracking.
- SHAG costs 0.13% less per year.
- Over the last three years, SHAG has delivered higher annualized returns.
Side-by-side comparison
| TYA | SHAG | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.12% |
| Fund size (AUM) | $72M | $43M |
| Since | 2021 | 2017 |
| Dividend yield | 3.83% | 4.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.5% | +3.8% |
| CAGR 3Y | -1.7% | +4.8% |
| CAGR 5Y | N/A | +1.6% |
| Sharpe 3Y | -0.22 | 0.51 |
| Volatility 1Y | 12.64% | 1.83% |
| Max drawdown | -51.15% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.