UTWY vs EAOK
Comparison between F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF) and ISHARES ESG AWARE 30/70 CONSERVATIVE ALLOCATION ETF (EAOK, ETF).
UTWY vs EAOK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTWY
$8.50M
EAOK
$8.50M
Expense Ratio
Winner
UTWY
0.15%
EAOK
0.18%
Max Drawdown
Winner
UTWY
19.94%
EAOK
21.40%
Sharpe Ratio
UTWY
-0.12
Winner
EAOK
0.92
5Y Beta
Winner
UTWY
0.05
EAOK
0.30
5Y Dividends CAGR
UTWY
N/A
EAOK
18.68%
UTWY vs EAOK - Historical Returns
Returns include dividend reinvestment.
1M
UTWY
-1.84%
Winner
EAOK
-0.56%
3M
UTWY
-1.98%
Winner
EAOK
+1.41%
6M
UTWY
-1.78%
Winner
EAOK
+2.77%
1Y
UTWY
+1.83%
Winner
EAOK
+9.05%
5Y(CAGR)
UTWY
N/A
EAOK
+2.88%
Max(CAGR)
UTWY
-1.22%
Winner
EAOK
+4.24%
UTWY vs EAOK - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UTWY | EAOK |
|---|---|---|
| 2026 | -1.73% | +3.26% |
| 2025 | +4.80% | +11.50% |
| 2024 | -4.49% | +6.46% |
| 2023 | -1.81% | +9.74% |
| 2022 | N/A | -14.64% |
| 2021 | N/A | +4.62% |
| 2020 | N/A | +8.00% |
UTWY vs EAOK Drawdown Comparison
The maximum drawdown for UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.
The maximum drawdown for EAOK was -19.92%, occurring on Oct 20, 2022. Recovery took 714 trading sessions.
The current UTWY drawdown is -7.19%. The current EAOK drawdown is -0.87%.
| Rank | UTWY | EAOK |
|---|---|---|
| #1 | -18.18% Apr 6, 2023 - Sep 16, 2024 | -19.92% Nov 9, 2021 - Sep 13, 2024 |
| #2 | -11.88% Sep 16, 2024 - Jan 14, 2025 | -5.30% Dec 6, 2024 - May 16, 2025 |
| #3 | -0.18% Mar 28, 2023 - Mar 30, 2023 | -4.43% Feb 27, 2026 - Apr 17, 2026 |
| #4 | N/A | -3.24% Sep 2, 2020 - Nov 13, 2020 |
| #5 | N/A | -2.83% Feb 12, 2021 - Apr 15, 2021 |
| #6 | N/A | -2.73% Sep 27, 2024 - Dec 6, 2024 |
| #7 | N/A | -2.41% Sep 2, 2021 - Nov 5, 2021 |
| #8 | N/A | -2.05% Oct 28, 2025 - Dec 24, 2025 |
| #9 | N/A | -1.74% Jun 2, 2026 - Jul 6, 2026 |
| #10 | N/A | -1.74% May 7, 2021 - Jun 1, 2021 |
| #11 | N/A | -1.57% May 6, 2026 - May 26, 2026 |
| #12 | N/A | -1.30% Jan 25, 2021 - Feb 8, 2021 |
| #13 | N/A | -1.12% Jul 6, 2026 - Jul 20, 2026 |
| #14 | N/A | -0.95% Jan 15, 2026 - Jan 26, 2026 |
| #15 | N/A | -0.94% Apr 17, 2026 - May 6, 2026 |
Correlation
Correlation between UTWY and EAOK is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2020 - 2026)
UTWY vs EAOK dividend yield comparison.
| Year | UTWY | EAOK |
|---|---|---|
| 2026 | 2.38% | 1.54% |
| 2025 | 4.62% | 3.18% |
| 2024 | 4.56% | 3.15% |
| 2023 | 2.94% | 2.80% |
| 2022 | 0.00% | 2.27% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 1.00% |
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