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XV vs TYA

Simplify Target 15 Distribution ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

XV

Simplify Target 15 Distribution ETF

Simplify Asset Management

Annual cost

0.75%

Fund size

$60M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$67M

Key differences

  • TYA costs 0.50% less per year.
  • XV is classified as alternative, while TYA is fixed income — different risk/return profiles.
  • XV follows a option income strategy; TYA uses active selection.

Side-by-side comparison

XVTYA
Annual cost (TER)0.75%0.25%
Fund size (AUM)$60M$67M
Since20252021
Dividend yield13.61%3.86%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+16.3%+3.2%
CAGR 3YN/A-2.6%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.27
Volatility 1Y9.43%13.04%
Max drawdown-5.73%-51.15%

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

Similar to XV and TYA