Screener
FSIG vs UTHY
First Trust Limited Duration Investment Grade Corporate ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both FSIG and UTHY are fixed income ETFs. FSIG charges 0.44% a year and UTHY 0.15%. The main difference: UTHY costs 0.29% less per year.
- UTHY costs 0.29% less per year.
- FSIG is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSIG has delivered higher annualized returns.
Side-by-side comparison
| FSIG | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.15% |
| Fund size (AUM) | $1.5B | $24M |
| Since | 2021 | 2023 |
| Dividend yield | 4.60% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +3.7% |
| CAGR 3Y | +5.3% | -1.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.60 | -0.32 |
| Volatility 1Y | 2.24% | 9.33% |
| Max drawdown | -6.89% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.