Screener
NBTR vs UTHY
Neuberger Total Return Bond ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both NBTR and UTHY are fixed income ETFs. NBTR charges 0.38% a year and UTHY 0.15%. The main difference: NBTR follows a active selection strategy; UTHY uses index tracking.
- NBTR follows a active selection strategy; UTHY uses index tracking.
- UTHY costs 0.23% less per year.
Side-by-side comparison
| NBTR | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $55M | $24M |
| Since | 2024 | 2023 |
| Dividend yield | 5.17% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +3.7% |
| CAGR 3Y | N/A | -1.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | -0.32 |
| Volatility 1Y | 3.51% | 9.33% |
| Max drawdown | -2.58% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.