TYA vs PBTP

Comparison between SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF (TYA, ETF) and INVESCO 0-5 YR US TIPS ETF (PBTP, ETF).

5-Year PerformancePBTP has outperformed TYA, delivering a return of +3.3% compared to -10.7%

TYA vs PBTP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TYA(ETF)	PBTP(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.25%	0.07%
Max Drawdown	53.67%	9.90%
Sharpe Ratio	-0.31	0.39
5Y Beta	-0.03	-0.01
5Y Dividends CAGR	N/A	25.87%

Net Assets

Winner

TYA

$67M

PBTP

$67M

Expense Ratio

TYA

0.25%

Winner

PBTP

0.07%

Max Drawdown

TYA

53.67%

Winner

PBTP

9.90%

Sharpe Ratio

TYA

-0.31

Winner

PBTP

0.39

5Y Beta

Winner

TYA

-0.03

PBTP

-0.01

5Y Dividends CAGR

TYA

N/A

PBTP

25.87%

TYA vs PBTP - Historical Returns

Returns include dividend reinvestment.

Period	TYA	PBTP
1 month	-2.49%	-0.08%
3 months	-7.15%	+0.96%
6 months	-6.57%	+1.87%
1 year	-0.10%	+4.46%
5 years(CAGR)	-10.72%	+3.27%
10 years(CAGR)	N/A	+3.39%
Max(CAGR)	-10.72%	+3.39%

TYA

-2.49%

Winner

PBTP

-0.08%

TYA

-7.15%

Winner

PBTP

+0.96%

TYA

-6.57%

Winner

PBTP

+1.87%

TYA

-0.10%

Winner

PBTP

+4.46%

5Y(CAGR)

TYA

-10.72%

Winner

PBTP

+3.27%

10Y(CAGR)

TYA

N/A

PBTP

+3.39%

Max(CAGR)

TYA

-10.72%

Winner

PBTP

+3.39%

TYA vs PBTP - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	TYA	PBTP
2026	-5.98%	+1.88%
2025	+14.08%	+5.90%
2024	-8.60%	+4.79%
2023	-3.91%	+4.57%
2022	-36.17%	-3.02%
2021	-0.68%	+5.41%
2020	N/A	+4.75%
2019	N/A	+4.74%
2018	N/A	+0.59%
2017	N/A	+0.04%

TYA vs PBTP Drawdown Comparison

The maximum drawdown for TYA was -51.14%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current TYA drawdown is -42.13%. The current PBTP drawdown is -0.28%.

Rank	TYA	PBTP
#1	-51.14% Oct 1, 2021 - Oct 19, 2023	-5.44% Mar 11, 2022 - Dec 14, 2023
#2	N/A	-5.35% Mar 5, 2020 - Jun 8, 2020
#3	N/A	-2.18% Nov 17, 2021 - Mar 1, 2022
#4	N/A	-1.04% Nov 15, 2018 - Jan 31, 2019
#5	N/A	-1.03% Apr 30, 2025 - Jun 26, 2025
#6	N/A	-1.00% Apr 3, 2025 - Apr 28, 2025
#7	N/A	-0.97% Aug 24, 2018 - Nov 15, 2018
#8	N/A	-0.81% Sep 24, 2024 - Jan 15, 2025
#9	N/A	-0.68% Jan 31, 2024 - Mar 1, 2024
#10	N/A	-0.66% Mar 17, 2026 - Apr 7, 2026
#11	N/A	-0.63% Aug 3, 2021 - Aug 27, 2021
#12	N/A	-0.63% May 18, 2021 - Jul 2, 2021
#13	N/A	-0.60% Feb 12, 2021 - Mar 2, 2021
#14	N/A	-0.53% Oct 22, 2025 - Jan 7, 2026
#15	N/A	-0.53% Sep 9, 2021 - Oct 14, 2021

Correlation

Correlation between TYA and PBTP is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101