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USVN vs UFIV

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

USVN

F/m US Treasury 7 Year Note ETF

Annual cost

0.15%

Fund size

$8M

UFIV

F/m US Treasury 5 Year Note ETF

Annual cost

0.15%

Fund size

$30M

Key differences

Both USVN and UFIV are fixed income ETFs. USVN charges 0.15% a year and UFIV 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

USVNUFIV
Annual cost (TER)0.15%0.15%
Fund size (AUM)$8M$30M
Since20232023
Dividend yield4.06%3.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+3.0%
CAGR 3Y+2.6%+3.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.15-0.11
Volatility 1Y4.18%3.14%
Max drawdown-8.27%-5.64%

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

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