UTWY vs HOLD
Comparison between F/M US TREASURY 20 YEAR BOND ETF (UTWY, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).
UTWY vs HOLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTWY
$8.50M
Winner
HOLD
$8.60M
Expense Ratio
UTWY
0.15%
HOLD
N/A
Max Drawdown
Winner
UTWY
19.94%
HOLD
70.46%
Sharpe Ratio
Winner
UTWY
0.05
HOLD
-0.77
5Y Beta
Winner
UTWY
0.05
HOLD
0.78
5Y Dividends CAGR
UTWY
N/A
HOLD
7.97%
UTWY vs HOLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UTWY
+0.87%
HOLD
-2.65%
3M
UTWY
-0.37%
Winner
HOLD
+5.13%
6M
UTWY
+0.12%
Winner
HOLD
+8.43%
1Y
UTWY
+2.85%
Winner
HOLD
+18.12%
5Y(CAGR)
UTWY
N/A
HOLD
-18.07%
10Y(CAGR)
UTWY
N/A
HOLD
-8.84%
Max(CAGR)
Winner
UTWY
-0.77%
HOLD
-7.12%
UTWY vs HOLD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | UTWY | HOLD |
|---|---|---|
| 2026 | -0.16% | +8.32% |
| 2025 | +4.80% | +8.52% |
| 2024 | -4.49% | N/A |
| 2023 | -1.81% | +1.16% |
| 2022 | N/A | +0.40% |
| 2021 | N/A | +0.15% |
| 2020 | N/A | +0.69% |
| 2019 | N/A | +3.06% |
| 2018 | N/A | +1.82% |
| 2017 | N/A | +1.30% |
| 2016 | N/A | +1.34% |
| 2015 | N/A | +0.16% |
| 2014 | N/A | -0.21% |
UTWY vs HOLD Drawdown Comparison
The maximum drawdown for UTWY was -18.18%, occurring on Oct 19, 2023. Recovery took 362 trading sessions.
The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The current UTWY drawdown is -5.70%. The current HOLD drawdown is -63.80%.
| Rank | UTWY | HOLD |
|---|---|---|
| #1 | -18.18% Apr 6, 2023 - Sep 16, 2024 | -69.65% Mar 23, 2023 - Aug 20, 2025 |
| #2 | -11.88% Sep 16, 2024 - Jan 14, 2025 | -5.23% Feb 25, 2020 - Dec 31, 2020 |
| #3 | -0.18% Mar 28, 2023 - Mar 30, 2023 | -1.59% Jul 23, 2021 - Jan 12, 2023 |
| #4 | N/A | -0.54% Oct 28, 2014 - Jul 20, 2015 |
| #5 | N/A | -0.49% Jul 20, 2015 - Mar 29, 2016 |
| #6 | N/A | -0.37% Dec 31, 2020 - Jul 23, 2021 |
| #7 | N/A | -0.35% Jul 7, 2016 - Oct 12, 2016 |
| #8 | N/A | -0.34% Apr 13, 2018 - May 25, 2018 |
| #9 | N/A | -0.28% May 17, 2017 - Jun 29, 2017 |
| #10 | N/A | -0.28% Feb 2, 2023 - Feb 17, 2023 |
| #11 | N/A | -0.24% Jan 11, 2017 - Feb 10, 2017 |
| #12 | N/A | -0.24% Aug 5, 2014 - Sep 25, 2014 |
| #13 | N/A | -0.21% Mar 14, 2023 - Mar 16, 2023 |
| #14 | N/A | -0.21% Mar 16, 2023 - Mar 20, 2023 |
| #15 | N/A | -0.21% Feb 20, 2019 - Feb 25, 2019 |
Correlation
Correlation between UTWY and HOLD is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2014 - 2026)
UTWY vs HOLD dividend yield comparison.
| Year | UTWY | HOLD |
|---|---|---|
| 2026 | 1.92% | 0.00% |
| 2025 | 4.62% | 7.32% |
| 2024 | 4.56% | 0.00% |
| 2023 | 2.94% | 0.75% |
| 2022 | 0.00% | 1.51% |
| 2021 | 0.00% | 0.55% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 2.33% |
| 2018 | 0.00% | 1.96% |
| 2017 | 0.00% | 1.30% |
| 2016 | 0.00% | 0.97% |
| 2015 | 0.00% | 0.39% |
| 2014 | 0.00% | 0.67% |
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