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LGOV vs UTHY

First Trust Long Duration Opportunities ETF vs F/m US Treasury 30 Year Bond ETF

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

UTHY

F/m US Treasury 30 Year Bond ETF

Annual cost

0.15%

Fund size

$24M

Key differences

Both LGOV and UTHY are fixed income ETFs. LGOV charges 0.49% a year and UTHY 0.15%. The main difference: UTHY costs 0.34% less per year.

  • UTHY costs 0.34% less per year.
  • LGOV is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LGOV has delivered higher annualized returns.

Side-by-side comparison

LGOVUTHY
Annual cost (TER)0.49%0.15%
Fund size (AUM)$664M$24M
Since20192023
Dividend yield4.25%5.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+3.7%
CAGR 3Y+2.8%-1.7%
CAGR 5Y-1.7%N/A
Sharpe 3Y-0.04-0.32
Volatility 1Y7.02%9.33%
Max drawdown-30.85%-21.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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