TYA vs VTI

TYA vs VTI

Which is better, TYA or VTI?

Multi Alternative against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTYAVTI
Expense Ratio0.25%0.03%Best
AUM$65M$666.9B
Dividend Yield3.80%1.03%
Holdings33,543
YTD Return-14.13%+14.00%Best
1Y Return-14.83%+16.88%Best
3Y Return (annualized)-0.82%+22.75%Best
5Y Return (annualized)-11.86%+12.68%Best
Volatility (annualized)19.2%15.9%Best
Max Drawdown-51.1%-25.4%Best
$10,000 over 5 years$5,319$18,165Best
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionSep 27, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2021 to Sep 21, 2026 (5 years).

TYA vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5 years both funds cover.

TYA vs VTI Performance

Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) is an ETF from Simplify Exchange Traded Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year TYA returned -14.83% while VTI returned +16.88%. Year to date, TYA is down 14.13% versus a gain of 14.00% for VTI.

Over three years, TYA compounded at -0.82% per year against +22.75% for VTI; over five years the annualized figures are -11.86% and +12.68% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYA has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 15.9% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -51.1% for TYA and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TYA charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, TYA currently yields 3.80% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in TYA and 3,463 in VTI, totalling 98.9% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in TYA and 3,463 in VTI, against full books of 3 and 3,543.

You are not choosing between two funds in isolation.

Whichever of TYA and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TYAVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TYA or VTI?

TYA has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, TYA or VTI?

Over the past year TYA returned -14.83% vs +16.88% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TYA or VTI?

TYA has been the more volatile fund at 19.2% annualized versus 15.9% for VTI. Worst drawdown: TYA -51.1% vs VTI -25.4%.

Should I hold both TYA and VTI?

TYA and VTI have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, TYA or VTI?

TYA yields 3.80% while VTI yields 1.03%, so TYA currently pays the higher dividend yield.

Is VTI better than TYA?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.