UTRE Fund Comparisons

UTRE is shown with FundQuant's current comparable-fund evidence. Current comparable funds include BSV, VGSH, SCHO. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
UTRE
Name
US Treasury 3 Year Note ETF
Type
1940 Act ETF
Originator
F/m Investments
Asset class
fixed_income
Net expense ratio
0.15%
AUM
$9.8M

Comparable Funds

FundQuant reviewed 436 active searchable funds, 136 ETFs, 300 mutual funds and returned 3 comparable funds for UTRE.

  1. BSV - Vanguard Short-Term Bond Index Fund (1940 Act ETF; Vanguard; fixed_income; Closest Fit; fit score 93)
  2. VGSH - Vanguard Short-Term Treasury Index Fund (1940 Act ETF; Vanguard; fixed_income; Closest Fit; fit score 88)
  3. SCHO - Schwab Short-Term U.S. Treasury ETF (1940 Act ETF; Schwab; fixed_income; Strong Fit; fit score 87)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/UTRE/comps