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UTRE vs UTWY

F/m US Treasury 3 Year Note ETF vs F/m US Treasury 20 Year Bond ETF

UTRE

F/m US Treasury 3 Year Note ETF

Annual cost

0.15%

Fund size

$10M

UTWY

F/m US Treasury 20 Year Bond ETF

Annual cost

0.15%

Fund size

$8M

Key differences

Both UTRE and UTWY are fixed income ETFs. UTRE charges 0.15% a year and UTWY 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

UTREUTWY
Annual cost (TER)0.15%0.15%
Fund size (AUM)$10M$8M
Since20232023
Dividend yield3.80%5.07%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.0%+3.9%
CAGR 3Y+3.7%-0.0%
CAGR 5YN/AN/A
Sharpe 3Y0.06-0.27
Volatility 1Y2.00%8.03%
Max drawdown-2.80%-18.19%

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

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