TRTY vs. IEF
Compare and contrast key facts about Cambria Trinity ETF (TRTY) and iShares 7-10 Year Treasury Bond ETF (IEF).
TRTY and IEF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TRTY is a passively managed fund by Cambria that tracks the performance of the Cambria Trinity Index. It was launched on Sep 10, 2018. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002. Both TRTY and IEF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRTY or IEF.
Correlation
The correlation between TRTY and IEF is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TRTY vs. IEF - Performance Comparison
Key characteristics
TRTY:
0.15
IEF:
0.84
TRTY:
0.33
IEF:
1.25
TRTY:
1.04
IEF:
1.14
TRTY:
0.22
IEF:
0.28
TRTY:
0.77
IEF:
1.76
TRTY:
2.56%
IEF:
3.14%
TRTY:
10.50%
IEF:
6.62%
TRTY:
-22.33%
IEF:
-23.93%
TRTY:
-2.13%
IEF:
-14.63%
Returns By Period
In the year-to-date period, TRTY achieves a 1.97% return, which is significantly lower than IEF's 3.34% return.
TRTY
1.97%
4.08%
-1.43%
1.55%
7.57%
N/A
IEF
3.34%
0.03%
2.07%
5.49%
-2.83%
0.93%
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TRTY vs. IEF - Expense Ratio Comparison
TRTY has a 0.44% expense ratio, which is higher than IEF's 0.15% expense ratio.
Risk-Adjusted Performance
TRTY vs. IEF — Risk-Adjusted Performance Rank
TRTY
IEF
TRTY vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Trinity ETF (TRTY) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.
Dividends
TRTY vs. IEF - Dividend Comparison
TRTY's dividend yield for the trailing twelve months is around 3.09%, less than IEF's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRTY Cambria Trinity ETF | 3.09% | 3.55% | 3.24% | 5.17% | 4.52% | 1.99% | 2.64% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.71% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
TRTY vs. IEF - Drawdown Comparison
The maximum TRTY drawdown since its inception was -22.33%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for TRTY and IEF. For additional features, visit the drawdowns tool.
Volatility
TRTY vs. IEF - Volatility Comparison
Cambria Trinity ETF (TRTY) and iShares 7-10 Year Treasury Bond ETF (IEF) have volatilities of 2.10% and 2.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.