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TAXF vs UTWY
American Century Diversified Municipal Bond ETF vs F/m US Treasury 20 Year Bond ETF
Key differences
- UTWY costs 0.12% less per year.
- TAXF is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
- TAXF follows a active selection strategy; UTWY uses index tracking.
- Over the last 3 years, TAXF has delivered higher annualized returns.
- TAXF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAXF | UTWY | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.15% |
| Fund size (AUM) | $627M | $8M |
| Since | 2018 | 2023 |
| Dividend yield | 3.82% | 5.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.8% | +4.9% |
| CAGR 3Y | +4.2% | -0.4% |
| CAGR 5Y | +1.1% | N/A |
| Sharpe 3Y | 0.15 | -0.30 |
| Volatility 1Y | 3.13% | 8.21% |
| Max drawdown | -13.94% | -18.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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