Screener
TYA vs WTMF
Simplify Intermediate Term Treasury Futures Strategy ETF vs WisdomTree Managed Futures Strategy Fund
Key differences
TYA is a fixed income ETF, while WTMF is an alternative ETF. TYA charges 0.25% a year and WTMF 0.66%.
- TYA is a fixed income fund, while WTMF is an alternative fund. They carry different risk/return profiles.
- TYA follows a active selection strategy; WTMF uses managed futures.
- TYA costs 0.41% less per year.
- WTMF is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, WTMF has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TYA | WTMF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.66% |
| Fund size (AUM) | $72M | $235M |
| Since | 2021 | 2011 |
| Dividend yield | 3.83% | 2.80% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | managed futures |
| CAGR 1Y | +1.5% | +20.2% |
| CAGR 3Y | -1.7% | +9.7% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | -0.22 | 0.69 |
| Volatility 1Y | 12.64% | 8.93% |
| Max drawdown | -51.15% | -15.62% |
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