BBBL vs. UTWY
Compare and contrast key facts about Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) and F/m US Treasury 20 Year Bond ETF (UTWY).
BBBL and UTWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBBL is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg U.S. Corporate BBB 10+ Year Index - Benchmark TR Gross. It was launched on Jan 23, 2024. UTWY is a passively managed fund by F/m Investments that tracks the performance of the Bloomberg US Treasury Bellwether 20 Year Index. It was launched on Mar 27, 2023. Both BBBL and UTWY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBBL vs. UTWY - Performance Comparison
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BBBL vs. UTWY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBBL Bondbloxx BBB Rated 10+ Year Corporate Bond ETF | -0.52% | 7.02% | 0.89% |
UTWY F/m US Treasury 20 Year Bond ETF | -0.38% | 4.82% | -1.79% |
Returns By Period
In the year-to-date period, BBBL achieves a -0.52% return, which is significantly lower than UTWY's -0.38% return.
BBBL
- 1D
- 0.04%
- 1M
- -2.45%
- YTD
- -0.52%
- 6M
- -1.66%
- 1Y
- 3.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UTWY
- 1D
- -0.24%
- 1M
- -3.14%
- YTD
- -0.38%
- 6M
- -0.84%
- 1Y
- -0.30%
- 3Y*
- -1.29%
- 5Y*
- —
- 10Y*
- —
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BBBL vs. UTWY - Expense Ratio Comparison
BBBL has a 0.19% expense ratio, which is higher than UTWY's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BBBL vs. UTWY — Risk / Return Rank
BBBL
UTWY
BBBL vs. UTWY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) and F/m US Treasury 20 Year Bond ETF (UTWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBBL | UTWY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | -0.03 | +0.41 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.02 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.00 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.05 | +0.70 |
Martin ratioReturn relative to average drawdown | 1.81 | 0.11 | +1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBBL | UTWY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | -0.03 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | -0.08 | +0.41 |
Correlation
The correlation between BBBL and UTWY is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBBL vs. UTWY - Dividend Comparison
BBBL's dividend yield for the trailing twelve months is around 5.79%, more than UTWY's 4.68% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBBL Bondbloxx BBB Rated 10+ Year Corporate Bond ETF | 5.79% | 5.77% | 5.19% | 0.00% |
UTWY F/m US Treasury 20 Year Bond ETF | 4.68% | 4.62% | 4.56% | 2.94% |
Drawdowns
BBBL vs. UTWY - Drawdown Comparison
The maximum BBBL drawdown since its inception was -9.43%, smaller than the maximum UTWY drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for BBBL and UTWY.
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Drawdown Indicators
| BBBL | UTWY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.43% | -18.19% | +8.76% |
Max Drawdown (1Y)Largest decline over 1 year | -5.70% | -7.47% | +1.77% |
Current DrawdownCurrent decline from peak | -3.58% | -5.79% | +2.21% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -7.09% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 3.41% | -1.04% |
Volatility
BBBL vs. UTWY - Volatility Comparison
Bondbloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) has a higher volatility of 3.98% compared to F/m US Treasury 20 Year Bond ETF (UTWY) at 3.39%. This indicates that BBBL's price experiences larger fluctuations and is considered to be riskier than UTWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBBL | UTWY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 3.39% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 5.56% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.08% | 9.30% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 11.28% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.96% | 11.28% | -1.32% |