Screener
UTEN vs UFIV
F/m US Treasury 10 Year Note ETF vs F/m US Treasury 5 Year Note ETF
Key differences
Both UTEN and UFIV are fixed income ETFs. UTEN charges 0.15% a year and UFIV 0.15%. The main difference: UTEN is much larger than UFIV. Larger funds are usually more liquid and less likely to close.
- UTEN is much larger than UFIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UFIV has delivered higher annualized returns.
Side-by-side comparison
| UTEN | UFIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $286M | $30M |
| Since | 2022 | 2023 |
| Dividend yield | 4.39% | 3.87% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.1% | +3.0% |
| CAGR 3Y | +1.8% | +3.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.22 | -0.11 |
| Volatility 1Y | 5.14% | 3.14% |
| Max drawdown | -13.36% | -5.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.