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UTWY vs HTRB
F/m US Treasury 20 Year Bond ETF vs Hartford Total Return Bond ETF
Key differences
- UTWY costs 0.14% less per year.
- HTRB is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
- UTWY covers north america markets; HTRB covers global.
- UTWY follows a index tracking strategy; HTRB uses active selection.
- Over the last 3 years, HTRB has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UTWY | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $8M | $2.2B |
| Since | 2023 | 2017 |
| Dividend yield | 5.10% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.0% | +6.1% |
| CAGR 3Y | -1.1% | +4.3% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | -0.36 | 0.15 |
| Volatility 1Y | 8.22% | 3.94% |
| Max drawdown | -18.19% | -19.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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