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UTWY vs UTRE

F/m US Treasury 20 Year Bond ETF vs F/m US Treasury 3 Year Note ETF

UTWY

F/m US Treasury 20 Year Bond ETF

Annual cost

0.15%

Fund size

$8M

UTRE

F/m US Treasury 3 Year Note ETF

Annual cost

0.15%

Fund size

$10M

Key differences

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

  • Over the last three years, UTRE has delivered higher annualized returns.

Side-by-side comparison

UTWYUTRE
Annual cost (TER)0.15%0.15%
Fund size (AUM)$8M$10M
Since20232023
Dividend yield5.07%3.80%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+3.0%
CAGR 3Y-0.0%+3.7%
CAGR 5YN/AN/A
Sharpe 3Y-0.270.06
Volatility 1Y8.03%2.00%
Max drawdown-18.19%-2.80%

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

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