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TYA vs TFLO

Simplify Intermediate Term Treasury Futures Strategy ETF vs iShares Treasury Floating Rate Bond ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

TFLO

iShares Treasury Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$6.6B

Key differences

Both TYA and TFLO are fixed income ETFs. TYA charges 0.25% a year and TFLO 0.15%. The main difference: TYA follows a active selection strategy; TFLO uses index tracking.

  • TYA follows a active selection strategy; TFLO uses index tracking.
  • TFLO costs 0.10% less per year.
  • TFLO is much larger than TYA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TFLO has delivered higher annualized returns.
  • TFLO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TYATFLO
Annual cost (TER)0.25%0.15%
Fund size (AUM)$72M$6.6B
Since20212014
Dividend yield3.83%3.95%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+1.5%+4.0%
CAGR 3Y-1.7%+4.8%
CAGR 5YN/A+3.7%
Sharpe 3Y-0.223.42
Volatility 1Y12.64%0.28%
Max drawdown-51.15%-0.16%

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

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