UTWY vs EAOM
Comparison between F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF) and ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF (EAOM, ETF).
UTWY vs EAOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTWY
$8.50M
Winner
EAOM
$8.60M
Expense Ratio
Winner
UTWY
0.15%
EAOM
0.18%
Max Drawdown
Winner
UTWY
19.94%
EAOM
22.10%
Sharpe Ratio
UTWY
0.05
Winner
EAOM
1.35
5Y Beta
Winner
UTWY
0.05
EAOM
0.39
5Y Dividends CAGR
UTWY
N/A
EAOM
29.85%
UTWY vs EAOM - Historical Returns
Returns include dividend reinvestment.
1M
UTWY
+0.87%
Winner
EAOM
+0.98%
3M
UTWY
-0.37%
Winner
EAOM
+5.18%
6M
UTWY
+0.12%
Winner
EAOM
+5.18%
1Y
UTWY
+2.85%
Winner
EAOM
+12.96%
5Y(CAGR)
UTWY
N/A
EAOM
+4.10%
Max(CAGR)
UTWY
-0.77%
Winner
EAOM
+5.87%
UTWY vs EAOM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UTWY | EAOM |
|---|---|---|
| 2026 | -0.16% | +4.52% |
| 2025 | +4.80% | +12.96% |
| 2024 | -4.49% | +8.15% |
| 2023 | -1.81% | +11.58% |
| 2022 | N/A | -15.31% |
| 2021 | N/A | +6.75% |
| 2020 | N/A | +10.30% |
UTWY vs EAOM Drawdown Comparison
The maximum drawdown for UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.
The maximum drawdown for EAOM was -20.74%, occurring on Oct 14, 2022. Recovery took 694 trading sessions.
The current UTWY drawdown is -5.70%. The current EAOM drawdown is -0.79%.
| Rank | UTWY | EAOM |
|---|---|---|
| #1 | -18.18% Apr 6, 2023 - Sep 16, 2024 | -20.74% Nov 9, 2021 - Aug 15, 2024 |
| #2 | -11.88% Sep 16, 2024 - Jan 14, 2025 | -7.06% Dec 6, 2024 - May 16, 2025 |
| #3 | -0.18% Mar 28, 2023 - Mar 30, 2023 | -5.17% Feb 25, 2026 - Apr 17, 2026 |
| #4 | N/A | -3.86% Sep 2, 2020 - Nov 11, 2020 |
| #5 | N/A | -3.16% Feb 12, 2021 - Apr 13, 2021 |
| #6 | N/A | -2.65% Sep 2, 2021 - Nov 4, 2021 |
| #7 | N/A | -2.60% Sep 27, 2024 - Dec 4, 2024 |
| #8 | N/A | -2.49% Oct 28, 2025 - Dec 24, 2025 |
| #9 | N/A | -2.17% Jun 2, 2026 - Jun 10, 2026 |
| #10 | N/A | -2.07% May 7, 2021 - Jun 1, 2021 |
| #11 | N/A | -1.65% Jan 25, 2021 - Feb 8, 2021 |
| #12 | N/A | -1.56% May 6, 2026 - May 26, 2026 |
| #13 | N/A | -1.27% Jun 23, 2020 - Jul 1, 2020 |
| #14 | N/A | -1.22% Aug 23, 2024 - Sep 12, 2024 |
| #15 | N/A | -1.14% Oct 8, 2025 - Oct 17, 2025 |
Correlation
Correlation between UTWY and EAOM is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
Dividend Comparison (2020 - 2026)
UTWY vs EAOM dividend yield comparison.
| Year | UTWY | EAOM |
|---|---|---|
| 2026 | 1.92% | 0.58% |
| 2025 | 4.62% | 2.89% |
| 2024 | 4.56% | 2.89% |
| 2023 | 2.94% | 2.70% |
| 2022 | 0.00% | 1.93% |
| 2021 | 0.00% | 1.32% |
| 2020 | 0.00% | 1.02% |
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