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UTWY vs FSIG

F/m US Treasury 20 Year Bond ETF vs First Trust Limited Duration Investment Grade Corporate ETF

UTWY

F/m US Treasury 20 Year Bond ETF

Annual cost

0.15%

Fund size

$8M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

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

  • UTWY costs 0.29% less per year.
  • FSIG is much larger than UTWY. 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

UTWYFSIG
Annual cost (TER)0.15%0.44%
Fund size (AUM)$8M$1.5B
Since20232021
Dividend yield5.07%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+4.2%
CAGR 3Y-0.0%+5.3%
CAGR 5YN/AN/A
Sharpe 3Y-0.270.60
Volatility 1Y8.03%2.24%
Max drawdown-18.19%-6.89%

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

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