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UTHY vs TYA

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

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

Key differences

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

Side-by-side comparison

UTHYTYA
Annual cost (TER)0.15%0.25%
Fund size (AUM)$26M$67M
Since20232021
Dividend yield5.03%3.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.0%+3.5%
CAGR 3Y-2.5%-4.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.38-0.35
Volatility 1Y9.59%13.04%
Max drawdown-21.86%-51.15%

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

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