AUGT vs UFIV
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF (AUGT, ETF) and F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF).
AUGT vs UFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AUGT
$30M
UFIV
$29M
Expense Ratio
AUGT
0.74%
Winner
UFIV
0.15%
Max Drawdown
AUGT
13.12%
Winner
UFIV
7.11%
Sharpe Ratio
Winner
AUGT
1.43
UFIV
-0.70
5Y Beta
AUGT
0.62
Winner
UFIV
-0.01
AUGT vs UFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AUGT
+1.20%
UFIV
-0.50%
3M
Winner
AUGT
+3.93%
UFIV
-1.23%
6M
Winner
AUGT
+6.48%
UFIV
-0.90%
1Y
Winner
AUGT
+13.71%
UFIV
+1.41%
Max(CAGR)
Winner
AUGT
+15.35%
UFIV
+2.49%
AUGT vs UFIV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AUGT | UFIV |
|---|---|---|
| 2026 | +7.22% | -1.09% |
| 2025 | +14.80% | +6.83% |
| 2024 | +20.27% | +1.43% |
| 2023 | +3.94% | +1.58% |
AUGT vs UFIV Drawdown Comparison
The maximum drawdown for AUGT was -13.12%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The current AUGT drawdown is -0.37%. The current UFIV drawdown is -2.59%.
| Rank | AUGT | UFIV |
|---|---|---|
| #1 | -13.12% Feb 19, 2025 - Jun 12, 2025 | -5.63% May 4, 2023 - Feb 1, 2024 |
| #2 | -6.90% Aug 1, 2023 - Nov 20, 2023 | -4.03% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -5.36% Feb 25, 2026 - Apr 13, 2026 | -3.19% Feb 1, 2024 - Jul 11, 2024 |
| #4 | -4.45% Jul 31, 2024 - Aug 15, 2024 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -3.84% Mar 28, 2024 - May 9, 2024 | -1.86% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -2.86% Aug 30, 2024 - Sep 19, 2024 | -1.81% Apr 4, 2025 - Apr 29, 2025 |
| #7 | -2.77% Oct 27, 2025 - Dec 3, 2025 | -1.47% Apr 6, 2023 - May 3, 2023 |
| #8 | -2.19% Dec 6, 2024 - Jan 21, 2025 | -0.97% Jun 30, 2025 - Aug 1, 2025 |
| #9 | -1.69% Oct 8, 2025 - Oct 20, 2025 | -0.91% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -1.59% Oct 22, 2024 - Nov 6, 2024 | -0.83% Nov 25, 2025 - Feb 10, 2026 |
| #11 | -1.58% Dec 28, 2023 - Jan 12, 2024 | -0.80% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -1.44% Feb 2, 2026 - Feb 9, 2026 | -0.72% Sep 8, 2025 - Oct 13, 2025 |
| #13 | -1.37% Jan 12, 2026 - Jan 27, 2026 | -0.38% Jul 17, 2024 - Jul 26, 2024 |
| #14 | -1.33% Jun 4, 2026 - Jun 15, 2026 | -0.36% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -1.28% Jul 25, 2025 - Aug 8, 2025 | -0.35% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between AUGT and UFIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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