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UTWY vs QIG

F/m US Treasury 20 Year Bond ETF vs WisdomTree U.S. Corporate Bond Fund

UTWY

F/m US Treasury 20 Year Bond ETF

Annual cost

0.15%

Fund size

$8M

QIG

WisdomTree U.S. Corporate Bond Fund

Annual cost

0.18%

Fund size

$18M

Key differences

Both UTWY and QIG are fixed income ETFs. UTWY charges 0.15% a year and QIG 0.18%. The main difference: Over the last three years, QIG has delivered higher annualized returns.

  • Over the last three years, QIG has delivered higher annualized returns.
  • QIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UTWYQIG
Annual cost (TER)0.15%0.18%
Fund size (AUM)$8M$18M
Since20232016
Dividend yield5.07%4.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+5.6%
CAGR 3Y-0.0%+5.7%
CAGR 5YN/A+0.6%
Sharpe 3Y-0.270.37
Volatility 1Y8.03%4.15%
Max drawdown-18.19%-22.92%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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