UTHY vs. UTRE
Compare and contrast key facts about US Treasury 30 Year Bond ETF (UTHY) and US Treasury 3 Year Note ETF (UTRE).
UTHY and UTRE 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. UTRE is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 3-Year US Treasury Index - Benchmark TR Gross. It was launched on Mar 27, 2023. Both UTHY and UTRE 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
UTHY vs. UTRE - Performance Comparison
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UTHY vs. UTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UTHY US Treasury 30 Year Bond ETF | 0.02% | 3.47% | -8.07% | -2.67% |
UTRE US Treasury 3 Year Note ETF | 0.08% | 5.68% | 2.96% | 2.16% |
Returns By Period
In the year-to-date period, UTHY achieves a 0.02% return, which is significantly lower than UTRE's 0.08% return.
UTHY
- 1D
- -0.22%
- 1M
- -3.06%
- YTD
- 0.02%
- 6M
- -0.96%
- 1Y
- -1.77%
- 3Y*
- -3.13%
- 5Y*
- —
- 10Y*
- —
UTRE
- 1D
- -0.05%
- 1M
- -0.65%
- YTD
- 0.08%
- 6M
- 0.95%
- 1Y
- 3.57%
- 3Y*
- 3.55%
- 5Y*
- —
- 10Y*
- —
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UTHY vs. UTRE - Expense Ratio Comparison
Both UTHY and UTRE 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%.
Return for Risk
UTHY vs. UTRE — Risk / Return Rank
UTHY
UTRE
UTHY vs. UTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 30 Year Bond ETF (UTHY) and US Treasury 3 Year Note ETF (UTRE). 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.
| UTHY | UTRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 1.58 | -1.74 |
Sortino ratioReturn per unit of downside risk | -0.14 | 2.41 | -2.56 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.30 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.55 | -2.65 |
Martin ratioReturn relative to average drawdown | -0.20 | 8.78 | -8.98 |
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
| UTHY | UTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 1.58 | -1.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.18 | 1.32 | -1.51 |
Correlation
The correlation between UTHY and UTRE is 0.70, 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
UTHY vs. UTRE - Dividend Comparison
UTHY's dividend yield for the trailing twelve months is around 4.59%, more than UTRE's 3.48% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UTHY US Treasury 30 Year Bond ETF | 4.59% | 4.53% | 4.58% | 2.81% |
UTRE US Treasury 3 Year Note ETF | 3.48% | 3.60% | 4.01% | 3.14% |
Drawdowns
UTHY vs. UTRE - Drawdown Comparison
The maximum UTHY drawdown since its inception was -21.86%, which is greater than UTRE's maximum drawdown of -2.80%. Use the drawdown chart below to compare losses from any high point for UTHY and UTRE.
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Drawdown Indicators
| UTHY | UTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.86% | -2.80% | -19.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -1.44% | -7.98% |
Current DrawdownCurrent decline from peak | -11.11% | -0.91% | -10.20% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -0.77% | -9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.55% | 0.42% | +4.13% |
Volatility
UTHY vs. UTRE - Volatility Comparison
US Treasury 30 Year Bond ETF (UTHY) has a higher volatility of 3.50% compared to US Treasury 3 Year Note ETF (UTRE) at 0.82%. This indicates that UTHY's price experiences larger fluctuations and is considered to be riskier than UTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTHY | UTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 0.82% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.30% | 1.37% | +4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 2.28% | +8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 2.74% | +11.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.91% | 2.74% | +11.17% |