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WTLS vs TYA

Wisdomtree Efficient Long/Short US Equity Fund vs Simplify Intermediate Term Treasury Futures Strategy ETF

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

WTLS is an alternative ETF, while TYA is a fixed income ETF. WTLS charges 0.88% a year and TYA 0.25%.

  • WTLS is an alternative fund, while TYA is a fixed income fund. They carry different risk/return profiles.
  • WTLS follows a long short strategy; TYA uses active selection.
  • TYA costs 0.63% less per year.
  • TYA is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • TYA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSTYA
Annual cost (TER)0.88%0.25%
Fund size (AUM)$12M$72M
Since20262021
Dividend yield3.83%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1YN/A+1.5%
CAGR 3YN/A-1.7%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.22
Volatility 1Y12.64%
Max drawdown-8.95%-51.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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