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IEF vs. TYA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEF vs. TYA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 7-10 Year Treasury Bond ETF (IEF) and Simplify Intermediate Term Treasury Futures Strategy ETF (TYA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEF achieves a -0.66% return, which is significantly higher than TYA's -5.08% return.


IEF

1D
-0.25%
1M
-0.08%
YTD
-0.66%
6M
-1.17%
1Y
4.06%
3Y*
2.47%
5Y*
-1.14%
10Y*
0.63%

TYA

1D
-0.63%
1M
-0.93%
YTD
-5.08%
6M
-6.88%
1Y
2.03%
3Y*
-2.45%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEF vs. TYA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IEF
iShares 7-10 Year Treasury Bond ETF
-0.66%8.03%-0.63%3.64%-15.15%0.34%
TYA
Simplify Intermediate Term Treasury Futures Strategy ETF
-5.08%14.38%-9.63%-2.23%-37.62%-0.68%

Correlation

The correlation between IEF and TYA is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2021

0.99

The correlation between IEF and TYA has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

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Return for Risk

IEF vs. TYA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IEF
IEF Risk / Return Rank: 2323
Overall Rank
IEF Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IEF Sortino Ratio Rank: 2323
Sortino Ratio Rank
IEF Omega Ratio Rank: 2121
Omega Ratio Rank
IEF Calmar Ratio Rank: 2222
Calmar Ratio Rank
IEF Martin Ratio Rank: 2323
Martin Ratio Rank

TYA
TYA Risk / Return Rank: 1010
Overall Rank
TYA Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
TYA Sortino Ratio Rank: 1010
Sortino Ratio Rank
TYA Omega Ratio Rank: 1010
Omega Ratio Rank
TYA Calmar Ratio Rank: 1010
Calmar Ratio Rank
TYA Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IEF vs. TYA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 7-10 Year Treasury Bond ETF (IEF) and Simplify Intermediate Term Treasury Futures Strategy ETF (TYA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IEFTYADifference
Sharpe ratioReturn per unit of total volatility

+0.70

Sortino ratioReturn per unit of downside risk

+0.97

Omega ratioGain probability vs. loss probability

1.15

1.04

+0.11

Calmar ratioReturn relative to maximum drawdown

1.00

0.17

+0.83

Martin ratioReturn relative to average drawdown

2.98

0.49

+2.49

IEF vs. TYA - Sharpe Ratio Comparison

The current IEF Sharpe Ratio is 0.85, which is higher than the TYA Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of IEF and TYA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IEFTYADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

0.16

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

-0.51

+1.01

Drawdowns

IEF vs. TYA - Drawdown Comparison

The maximum IEF drawdown since its inception was -23.93%, smaller than the maximum TYA drawdown of -51.15%. Use the drawdown chart below to compare losses from any high point for IEF and TYA.


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Drawdown Indicators


IEFTYADifference

Max Drawdown

Largest peak-to-trough decline

-23.93%

-51.15%

+27.22%

Max Drawdown (1Y)

Largest decline over 1 year

-4.07%

-11.80%

+7.73%

Max Drawdown (3Y)

Largest decline over 3 years

-7.74%

-22.51%

+14.77%

Max Drawdown (5Y)

Largest decline over 5 years

-21.40%

Max Drawdown (10Y)

Largest decline over 10 years

-23.93%

Current Drawdown

Current decline from peak

-11.35%

-41.49%

+30.14%

Average Drawdown

Average peak-to-trough decline

-5.34%

-35.85%

+30.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

4.17%

-2.80%

Volatility

IEF vs. TYA - Volatility Comparison

The current volatility for iShares 7-10 Year Treasury Bond ETF (IEF) is 1.54%, while Simplify Intermediate Term Treasury Futures Strategy ETF (TYA) has a volatility of 4.11%. This indicates that IEF experiences smaller price fluctuations and is considered to be less risky than TYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEFTYADifference

Volatility (1M)

Calculated over the trailing 1-month period

1.54%

4.11%

-2.57%

Volatility (6M)

Calculated over the trailing 6-month period

3.34%

8.81%

-5.47%

Volatility (1Y)

Calculated over the trailing 1-year period

4.78%

12.91%

-8.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.71%

20.57%

-12.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.62%

20.57%

-13.95%

IEF vs. TYA - Expense Ratio Comparison

Both IEF and TYA have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

IEF vs. TYA - Dividend Comparison

IEF's dividend yield for the trailing twelve months is around 3.90%, which matches TYA's 3.87% yield.


PositionTTM20252024202320222021202020192018201720162015
IEF
iShares 7-10 Year Treasury Bond ETF
3.90%3.77%3.62%2.91%1.96%0.83%1.08%2.08%2.24%1.82%1.81%1.90%
TYA
Simplify Intermediate Term Treasury Futures Strategy ETF
3.87%3.85%4.84%4.28%2.23%0.11%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.98, IEF and TYA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

TYA has higher volatility (4.11%) compared to IEF (1.54%). In terms of maximum drawdown, IEF dropped -23.93% vs TYA's -51.15%.

On 3-year performance, IEF leads with 2.47% vs -2.45% for TYA. Both ETFs have the same 0.15% expense ratio. On volatility, IEF has been the lower-risk option at 1.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IEF has performed better with a 2.47% return vs -2.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IEF and TYA have the same expense ratio: 0.15% per year.

IEF has the higher dividend yield at 3.90%, compared with 3.87% for TYA.

They also come from different issuers: iShares and Simplify.

IEF currently has the higher Sharpe Ratio (0.85 vs 0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IEF and TYA

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