UTHY vs. GOVZ
Compare and contrast key facts about US Treasury 30 Year Bond ETF (UTHY) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ).
UTHY and GOVZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTHY is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 30-Year US Treasury Index - Benchmark TR Gross. It was launched on Mar 27, 2023. GOVZ is a passively managed fund by iShares that tracks the performance of the ICE BofA Long US Treasury Principal STRIPS Index. It was launched on Sep 22, 2020. Both UTHY and GOVZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTHY or GOVZ.
Correlation
The correlation between UTHY and GOVZ is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UTHY vs. GOVZ - Performance Comparison
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Key characteristics
UTHY:
-0.16
GOVZ:
-0.41
UTHY:
0.00
GOVZ:
-0.30
UTHY:
1.00
GOVZ:
0.97
UTHY:
-0.06
GOVZ:
-0.13
UTHY:
-0.13
GOVZ:
-0.58
UTHY:
7.99%
GOVZ:
13.37%
UTHY:
14.23%
GOVZ:
23.71%
UTHY:
-21.86%
GOVZ:
-59.65%
UTHY:
-14.27%
GOVZ:
-56.95%
Returns By Period
In the year-to-date period, UTHY achieves a -0.19% return, which is significantly higher than GOVZ's -3.80% return.
UTHY
-0.19%
-2.13%
-2.40%
-2.33%
N/A
N/A
GOVZ
-3.80%
-3.52%
-8.02%
-9.74%
N/A
N/A
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UTHY vs. GOVZ - Expense Ratio Comparison
Both UTHY and GOVZ have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
UTHY vs. GOVZ — Risk-Adjusted Performance Rank
UTHY
GOVZ
UTHY vs. GOVZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 30 Year Bond ETF (UTHY) and iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ). 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.
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Dividends
UTHY vs. GOVZ - Dividend Comparison
UTHY's dividend yield for the trailing twelve months is around 4.64%, less than GOVZ's 4.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
UTHY US Treasury 30 Year Bond ETF | 4.64% | 4.58% | 2.81% | 0.00% | 0.00% | 0.00% |
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | 4.97% | 4.68% | 3.84% | 3.69% | 1.76% | 0.39% |
Drawdowns
UTHY vs. GOVZ - Drawdown Comparison
The maximum UTHY drawdown since its inception was -21.86%, smaller than the maximum GOVZ drawdown of -59.65%. Use the drawdown chart below to compare losses from any high point for UTHY and GOVZ. For additional features, visit the drawdowns tool.
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Volatility
UTHY vs. GOVZ - Volatility Comparison
The current volatility for US Treasury 30 Year Bond ETF (UTHY) is 3.81%, while iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) has a volatility of 6.16%. This indicates that UTHY experiences smaller price fluctuations and is considered to be less risky than GOVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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