Screener
UTWY vs LGOV
F/m US Treasury 20 Year Bond ETF vs First Trust Long Duration Opportunities ETF
Key differences
Both UTWY and LGOV are fixed income ETFs. UTWY charges 0.15% a year and LGOV 0.49%. The main difference: UTWY costs 0.34% less per year.
- UTWY costs 0.34% less per year.
- LGOV is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LGOV has delivered higher annualized returns.
Side-by-side comparison
| UTWY | LGOV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.49% |
| Fund size (AUM) | $8M | $664M |
| Since | 2023 | 2019 |
| Dividend yield | 5.07% | 4.25% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.9% | +5.5% |
| CAGR 3Y | -0.0% | +2.8% |
| CAGR 5Y | N/A | -1.7% |
| Sharpe 3Y | -0.27 | -0.04 |
| Volatility 1Y | 8.03% | 7.02% |
| Max drawdown | -18.19% | -30.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.