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UTWY
+0.10 · +0.22%
$43.78 · NASDAQ

US Treasury 20 Year Bond ETF (UTWY) ETF Analysis | Long Government

F/m Investments LLC · USA
AUM:$8.9M
#– of – in Long Government ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

UTWY returned +3.7% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is UTWY?

Under normal market conditions, F/m Investments LLC (the "Adviser") seeks to achieve the fund"s investment objective by investing at least 80% of the fund"s net assets (plus any borrowings for investment purposes) in the component securities of the underlying index. The ICE BofA Current 20-Year U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
UTWY returned 3.7% over the past year.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Notable Dividend Yield
Current yield of 5.03% provides a meaningful income component alongside market exposure.
ETF Information
AUM$8.9M
Expense Ratio0.15%
Dividend Yield5.03%
Holdings1
Inception DateMar 2023
Domicile–
Distribution–
Index–
ProviderF/m Investments LLC
Beta–
CategoryLong Government
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-7.5%
1Y
-2.2%
3Y
-0.8%
5Y
-6.1%
OpenBook InsightIf you had invested £10,000 in UTWY 5 years ago, it would have fallen to £9,387 — a loss of £613.

Annual Returns

Calendar year performance

UTWY delivered positive returns in 1 of the last 4 calendar years.
YearUTWY
2026 YTD-4.0%
2025+4.8%
2024-4.5%
2023-1.8%
CAGR 3yr-0.6%
1/4 positive yearsAvg return: -1.4%Worst year: -4.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
8.7%
Low
Momentum
-1.5%
30-day change
Support Level
40.88
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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