Screener
LGOV vs UTWY
First Trust Long Duration Opportunities ETF vs F/m US Treasury 20 Year Bond ETF
Key differences
Both LGOV and UTWY are fixed income ETFs. LGOV charges 0.49% a year and UTWY 0.15%. The main difference: UTWY costs 0.34% less per year.
- UTWY costs 0.34% less per year.
- LGOV is much larger than UTWY. 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
| LGOV | UTWY | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $664M | $8M |
| Since | 2019 | 2023 |
| Dividend yield | 4.25% | 5.07% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +3.9% |
| CAGR 3Y | +2.8% | -0.0% |
| CAGR 5Y | -1.7% | N/A |
| Sharpe 3Y | -0.04 | -0.27 |
| Volatility 1Y | 7.02% | 8.03% |
| Max drawdown | -30.85% | -18.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.