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UTRE vs UTHY

F/m US Treasury 3 Year Note ETF vs F/m US Treasury 30 Year Bond ETF

UTRE

F/m US Treasury 3 Year Note ETF

Annual cost

0.15%

Fund size

$10M

UTHY

F/m US Treasury 30 Year Bond ETF

Annual cost

0.15%

Fund size

$24M

Key differences

Both UTRE and UTHY are fixed income ETFs. UTRE charges 0.15% a year and UTHY 0.15%. The main difference: Over the last three years, UTRE has delivered higher annualized returns.

  • Over the last three years, UTRE has delivered higher annualized returns.

Side-by-side comparison

UTREUTHY
Annual cost (TER)0.15%0.15%
Fund size (AUM)$10M$24M
Since20232023
Dividend yield3.80%5.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.0%+3.7%
CAGR 3Y+3.7%-1.7%
CAGR 5YN/AN/A
Sharpe 3Y0.06-0.32
Volatility 1Y2.00%9.33%
Max drawdown-2.80%-21.86%

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

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