UTWO vs. FALN
Compare and contrast key facts about US Treasury 2 Year Note ETF (UTWO) and iShares Fallen Angels USD Bond ETF (FALN).
UTWO and FALN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTWO is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 2 Year US Treasury Index - Benchmark TR Gross. It was launched on Aug 8, 2022. FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016. Both UTWO and FALN 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: UTWO or FALN.
Correlation
The correlation between UTWO and FALN is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
UTWO vs. FALN - Performance Comparison
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Key characteristics
UTWO:
2.14%
FALN:
4.13%
UTWO:
-0.21%
FALN:
-0.50%
UTWO:
-0.15%
FALN:
-0.38%
Returns By Period
UTWO
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FALN
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UTWO vs. FALN - Expense Ratio Comparison
UTWO has a 0.15% expense ratio, which is lower than FALN's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UTWO vs. FALN — Risk-Adjusted Performance Rank
UTWO
FALN
UTWO vs. FALN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 2 Year Note ETF (UTWO) and iShares Fallen Angels USD Bond ETF (FALN). 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
UTWO vs. FALN - Dividend Comparison
UTWO's dividend yield for the trailing twelve months is around 4.09%, less than FALN's 6.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTWO US Treasury 2 Year Note ETF | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FALN iShares Fallen Angels USD Bond ETF | 6.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UTWO vs. FALN - Drawdown Comparison
The maximum UTWO drawdown since its inception was -0.21%, smaller than the maximum FALN drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for UTWO and FALN. For additional features, visit the drawdowns tool.
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Volatility
UTWO vs. FALN - Volatility Comparison
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