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CGCB vs UTHY

Capital Group Core Bond ETF vs F/m US Treasury 30 Year Bond ETF

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

UTHY

F/m US Treasury 30 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$26M

Key differences

  • UTHY costs 0.12% less per year.
  • CGCB is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
  • CGCB follows a active selection strategy; UTHY uses index tracking.

Side-by-side comparison

CGCBUTHY
Annual cost (TER)0.27%0.15%
Fund size (AUM)$4.8B$26M
Since20232023
Dividend yield4.23%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.6%+5.0%
CAGR 3YN/A-2.5%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.38
Volatility 1Y3.99%9.59%
Max drawdown-5.16%-21.86%

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

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