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UTWY vs KORP

F/m US Treasury 20 Year Bond ETF vs American Century Diversified Corporate Bond ETF

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

KORP

American Century Diversified Corporate Bond ETF

American Century Investments

Annual cost

0.29%

Fund size

$799M

Key differences

  • UTWY costs 0.14% less per year.
  • KORP is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
  • UTWY covers north america markets; KORP covers global.
  • UTWY follows a index tracking strategy; KORP uses active selection.
  • Over the last 3 years, KORP has delivered higher annualized returns.
  • KORP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UTWYKORP
Annual cost (TER)0.15%0.29%
Fund size (AUM)$8M$799M
Since20232018
Dividend yield5.10%5.13%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.9%+7.3%
CAGR 3Y-0.4%+5.8%
CAGR 5YN/A+1.9%
Sharpe 3Y-0.300.43
Volatility 1Y8.21%4.47%
Max drawdown-18.19%-14.90%

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

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