Screener
UTHY vs USFR
F/m US Treasury 30 Year Bond ETF vs WisdomTree Floating Rate Treasury Fund
Key differences
Both UTHY and USFR are fixed income ETFs. UTHY charges 0.15% a year and USFR 0.15%. The main difference: USFR is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
- USFR is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, USFR has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UTHY | USFR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $24M | $17.0B |
| Since | 2023 | 2014 |
| Dividend yield | 5.02% | 3.91% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.7% | +4.1% |
| CAGR 3Y | -1.7% | +4.6% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | -0.32 | 2.45 |
| Volatility 1Y | 9.33% | 0.27% |
| Max drawdown | -21.86% | -0.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.