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UTWY vs GOVT

F/m US Treasury 20 Year Bond ETF vs iShares U.S. Treasury Bond ETF

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

GOVT

iShares U.S. Treasury Bond ETF

iShares

Annual cost

0.05%

Fund size

$41.0B

Key differences

  • GOVT costs 0.10% less per year.
  • GOVT is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, GOVT has delivered higher annualized returns.
  • GOVT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UTWYGOVT
Annual cost (TER)0.15%0.05%
Fund size (AUM)$8M$41.0B
Since20232012
Dividend yield5.10%3.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+4.2%
CAGR 3Y-1.1%+2.4%
CAGR 5YN/A-0.4%
Sharpe 3Y-0.36-0.18
Volatility 1Y8.22%3.70%
Max drawdown-18.19%-19.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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