Screener
UTWY vs TAXF
F/m US Treasury 20 Year Bond ETF vs American Century Diversified Municipal Bond ETF
Key differences
- UTWY costs 0.12% less per year.
- TAXF is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
- UTWY follows a index tracking strategy; TAXF uses active selection.
- Over the last 3 years, TAXF has delivered higher annualized returns.
- TAXF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UTWY | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $8M | $627M |
| Since | 2023 | 2018 |
| Dividend yield | 5.10% | 3.82% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +7.8% |
| CAGR 3Y | -0.4% | +4.2% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | -0.30 | 0.15 |
| Volatility 1Y | 8.21% | 3.13% |
| Max drawdown | -18.19% | -13.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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