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CGCB vs UTWY

Capital Group Core Bond ETF vs F/m US Treasury 20 Year Bond ETF

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

Key differences

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

Side-by-side comparison

CGCBUTWY
Annual cost (TER)0.27%0.15%
Fund size (AUM)$4.8B$8M
Since20232023
Dividend yield4.23%5.10%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.6%+5.0%
CAGR 3YN/A-1.1%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.36
Volatility 1Y3.99%8.22%
Max drawdown-5.16%-18.19%

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

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