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TYA vs UTHY

Simplify Intermediate Term Treasury Futures Strategy ETF vs F/m US Treasury 30 Year Bond ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

Key differences

  • UTHY costs 0.10% less per year.
  • TYA follows a active selection strategy; UTHY uses index tracking.
  • Over the last 3 years, UTHY has delivered higher annualized returns.

Side-by-side comparison

TYAUTHY
Annual cost (TER)0.25%0.15%
Fund size (AUM)$67M$26M
Since20212023
Dividend yield3.86%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.5%+5.0%
CAGR 3Y-4.0%-2.5%
CAGR 5YN/AN/A
Sharpe 3Y-0.35-0.38
Volatility 1Y13.04%9.59%
Max drawdown-51.15%-21.86%

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

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