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UTHY vs TAXF
F/m US Treasury 30 Year Bond ETF vs American Century Diversified Municipal Bond ETF
Key differences
- UTHY costs 0.12% less per year.
- TAXF is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
- UTHY follows a index tracking strategy; TAXF uses active selection.
- 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
| UTHY | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $26M | $627M |
| Since | 2023 | 2018 |
| Dividend yield | 5.03% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +7.8% |
| CAGR 3Y | -1.9% | +4.2% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | -0.33 | 0.15 |
| Volatility 1Y | 9.58% | 3.13% |
| Max drawdown | -21.86% | -13.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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