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TYA vs TLT

Simplify Intermediate Term Treasury Futures Strategy ETF vs iShares 20+ Year Treasury Bond ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.10% less per year.
  • TLT is significantly larger than TYA — larger funds tend to be more liquid and less likely to close.
  • TYA follows a active selection strategy; TLT uses index tracking.
  • Over the last 3 years, TLT has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TYATLT
Annual cost (TER)0.25%0.15%
Fund size (AUM)$67M$42.9B
Since20212002
Dividend yield3.86%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+5.4%
CAGR 3Y-4.0%-2.3%
CAGR 5YN/A-6.1%
Sharpe 3Y-0.35-0.35
Volatility 1Y13.04%9.95%
Max drawdown-51.15%-48.35%

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

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