Screener
NBTR vs UTWY
Neuberger Total Return Bond ETF vs F/m US Treasury 20 Year Bond ETF
Key differences
Both NBTR and UTWY are fixed income ETFs. NBTR charges 0.38% a year and UTWY 0.15%. The main difference: NBTR follows a active selection strategy; UTWY uses index tracking.
- NBTR follows a active selection strategy; UTWY uses index tracking.
- UTWY costs 0.23% less per year.
- NBTR is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBTR | UTWY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $55M | $8M |
| Since | 2024 | 2023 |
| Dividend yield | 5.17% | 5.07% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +3.9% |
| CAGR 3Y | N/A | -0.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | -0.27 |
| Volatility 1Y | 3.51% | 8.03% |
| Max drawdown | -2.58% | -18.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.