Screener
UTWY vs LMBS
F/m US Treasury 20 Year Bond ETF vs First Trust Low Duration Opportunities ETF
Key differences
Both UTWY and LMBS are fixed income ETFs. UTWY charges 0.15% a year and LMBS 0.66%. The main difference: UTWY costs 0.51% less per year.
- UTWY costs 0.51% less per year.
- LMBS is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LMBS has delivered higher annualized returns.
- LMBS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UTWY | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.66% |
| Fund size (AUM) | $8M | $6.3B |
| Since | 2023 | 2014 |
| Dividend yield | 5.07% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.9% | +5.9% |
| CAGR 3Y | -0.0% | +5.8% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | -0.27 | 0.83 |
| Volatility 1Y | 8.03% | 1.94% |
| Max drawdown | -18.19% | -6.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.