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UFIV vs USVN

F/m US Treasury 5 Year Note ETF vs F/m US Treasury 7 Year Note ETF

UFIV

F/m US Treasury 5 Year Note ETF

Annual cost

0.15%

Fund size

$30M

USVN

F/m US Treasury 7 Year Note ETF

Annual cost

0.15%

Fund size

$8M

Key differences

Both UFIV and USVN are fixed income ETFs. UFIV charges 0.15% a year and USVN 0.15%. The main difference: UFIV is much larger than USVN. Larger funds are usually more liquid and less likely to close.

  • UFIV is much larger than USVN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

UFIVUSVN
Annual cost (TER)0.15%0.15%
Fund size (AUM)$30M$8M
Since20232023
Dividend yield3.87%4.06%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.0%+3.5%
CAGR 3Y+3.0%+2.6%
CAGR 5YN/AN/A
Sharpe 3Y-0.11-0.15
Volatility 1Y3.14%4.18%
Max drawdown-5.64%-8.27%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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