Screener
FSIG vs UTWY
First Trust Limited Duration Investment Grade Corporate ETF vs F/m US Treasury 20 Year Bond ETF
Key differences
Both FSIG and UTWY are fixed income ETFs. FSIG charges 0.44% a year and UTWY 0.15%. The main difference: UTWY costs 0.29% less per year.
- UTWY costs 0.29% less per year.
- FSIG is much larger than UTWY. 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 | UTWY | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.15% |
| Fund size (AUM) | $1.5B | $8M |
| Since | 2021 | 2023 |
| Dividend yield | 4.60% | 5.07% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +3.9% |
| CAGR 3Y | +5.3% | -0.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.60 | -0.27 |
| Volatility 1Y | 2.24% | 8.03% |
| Max drawdown | -6.89% | -18.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.