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UTWY vs TFLO

F/m US Treasury 20 Year Bond ETF vs iShares Treasury Floating Rate Bond ETF

UTWY

F/m US Treasury 20 Year Bond ETF

Annual cost

0.15%

Fund size

$8M

TFLO

iShares Treasury Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$6.6B

Key differences

Both UTWY and TFLO are fixed income ETFs. UTWY charges 0.15% a year and TFLO 0.15%. The main difference: TFLO is much larger than UTWY. Larger funds are usually more liquid and less likely to close.

  • TFLO is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TFLO has delivered higher annualized returns.
  • TFLO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UTWYTFLO
Annual cost (TER)0.15%0.15%
Fund size (AUM)$8M$6.6B
Since20232014
Dividend yield5.07%3.95%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+4.0%
CAGR 3Y-0.0%+4.8%
CAGR 5YN/A+3.7%
Sharpe 3Y-0.273.42
Volatility 1Y8.03%0.28%
Max drawdown-18.19%-0.16%

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

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