Screener
USFR vs TYA
WisdomTree Floating Rate Treasury Fund vs Simplify Intermediate Term Treasury Futures Strategy ETF
Key differences
Both USFR and TYA are fixed income ETFs. USFR charges 0.15% a year and TYA 0.25%. The main difference: USFR follows a index tracking strategy; TYA uses active selection.
- USFR follows a index tracking strategy; TYA uses active selection.
- USFR costs 0.10% less per year.
- USFR is much larger than TYA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, USFR has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USFR | TYA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.25% |
| Fund size (AUM) | $17.0B | $72M |
| Since | 2014 | 2021 |
| Dividend yield | 3.91% | 3.83% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.1% | +1.5% |
| CAGR 3Y | +4.6% | -1.7% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 2.45 | -0.22 |
| Volatility 1Y | 0.27% | 12.64% |
| Max drawdown | -0.78% | -51.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.