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