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TYA vs SPTS

Simplify Intermediate Term Treasury Futures Strategy ETF vs State Street SPDR Portfolio Short Term Treasury ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

Annual cost

0.03%

Fund size

$5.9B

Key differences

Both TYA and SPTS are fixed income ETFs. TYA charges 0.25% a year and SPTS 0.03%. The main difference: TYA follows a active selection strategy; SPTS uses index tracking.

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

Side-by-side comparison

TYASPTS
Annual cost (TER)0.25%0.03%
Fund size (AUM)$72M$5.9B
Since20212011
Dividend yield3.83%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+1.5%+3.5%
CAGR 3Y-1.7%+4.2%
CAGR 5YN/A+1.8%
Sharpe 3Y-0.220.37
Volatility 1Y12.64%1.30%
Max drawdown-51.15%-5.71%

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

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