Screener
UTRE vs UFIV
F/m US Treasury 3 Year Note ETF vs F/m US Treasury 5 Year Note ETF
Key differences
Both UTRE and UFIV are fixed income ETFs. UTRE charges 0.15% a year and UFIV 0.15%. The main difference: UFIV is much larger than UTRE. Larger funds are usually more liquid and less likely to close.
- UFIV is much larger than UTRE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| UTRE | UFIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $10M | $30M |
| Since | 2023 | 2023 |
| Dividend yield | 3.80% | 3.87% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.0% | +2.9% |
| CAGR 3Y | +3.7% | +3.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.06 | -0.05 |
| Volatility 1Y | 2.00% | 3.16% |
| Max drawdown | -2.80% | -5.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.