Skip to content
Beacon
Screener

UTWY vs SCHQ

F/m US Treasury 20 Year Bond ETF vs Schwab Long-Term U.S. Treasury ETF

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

SCHQ

Schwab Long-Term U.S. Treasury ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$897M

Key differences

  • SCHQ costs 0.12% less per year.
  • SCHQ is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

UTWYSCHQ
Annual cost (TER)0.15%0.03%
Fund size (AUM)$8M$897M
Since20232019
Dividend yield5.10%4.76%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+5.6%
CAGR 3Y-1.1%-1.3%
CAGR 5YN/A-5.1%
Sharpe 3Y-0.36-0.31
Volatility 1Y8.22%9.07%
Max drawdown-18.19%-46.13%

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

Similar to UTWY and SCHQ