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UTHY vs FSIG

F/m US Treasury 30 Year Bond ETF vs First Trust Limited Duration Investment Grade Corporate ETF

UTHY

F/m US Treasury 30 Year Bond ETF

Annual cost

0.15%

Fund size

$24M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

Both UTHY and FSIG are fixed income ETFs. UTHY charges 0.15% a year and FSIG 0.44%. The main difference: UTHY costs 0.29% less per year.

  • UTHY costs 0.29% less per year.
  • FSIG is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FSIG has delivered higher annualized returns.

Side-by-side comparison

UTHYFSIG
Annual cost (TER)0.15%0.44%
Fund size (AUM)$24M$1.5B
Since20232021
Dividend yield5.02%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.7%+4.2%
CAGR 3Y-1.7%+5.3%
CAGR 5YN/AN/A
Sharpe 3Y-0.320.60
Volatility 1Y9.33%2.24%
Max drawdown-21.86%-6.89%

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

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