Screener
XBIL vs UFIV
F/m US Treasury 6 Month Bill ETF vs F/m US Treasury 5 Year Note ETF
Key differences
Both XBIL and UFIV are fixed income ETFs. XBIL charges 0.15% a year and UFIV 0.15%. The main difference: XBIL is much larger than UFIV. Larger funds are usually more liquid and less likely to close.
- XBIL is much larger than UFIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XBIL has delivered higher annualized returns.
Side-by-side comparison
| XBIL | UFIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $742M | $30M |
| Since | 2023 | 2023 |
| Dividend yield | 4.11% | 3.87% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.9% | +3.0% |
| CAGR 3Y | +4.7% | +3.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 3.05 | -0.11 |
| Volatility 1Y | 0.29% | 3.14% |
| Max drawdown | -0.08% | -5.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.