BDCZ vs UTRE
Comparison between BDCZ (BDCZ, ETF) and F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF).
BDCZ vs UTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDCZ
$12M
UTRE
$12M
Expense Ratio
BDCZ
0.85%
Winner
UTRE
0.15%
Max Drawdown
BDCZ
62.33%
Winner
UTRE
4.36%
Sharpe Ratio
Winner
BDCZ
-0.56
UTRE
-0.59
5Y Beta
BDCZ
0.65
Winner
UTRE
-0.02
5Y Dividends CAGR
BDCZ
2.16%
UTRE
N/A
BDCZ vs UTRE - Historical Returns
Returns include dividend reinvestment.
1M
BDCZ
-6.73%
Winner
UTRE
-0.34%
3M
Winner
BDCZ
+0.60%
UTRE
-0.76%
6M
BDCZ
-8.97%
Winner
UTRE
+0.06%
1Y
BDCZ
-9.27%
Winner
UTRE
+2.61%
5Y(CAGR)
BDCZ
+3.50%
UTRE
N/A
10Y(CAGR)
BDCZ
+6.15%
UTRE
N/A
Max(CAGR)
Winner
BDCZ
+5.82%
UTRE
+3.27%
BDCZ vs UTRE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BDCZ | UTRE |
|---|---|---|
| 2026 | -7.88% | -0.29% |
| 2025 | -4.75% | +5.76% |
| 2024 | +12.06% | +3.19% |
| 2023 | +24.17% | +2.16% |
| 2022 | -9.45% | N/A |
| 2021 | +35.54% | N/A |
| 2020 | -11.39% | N/A |
| 2019 | +24.15% | N/A |
| 2018 | -7.79% | N/A |
| 2017 | -1.13% | N/A |
| 2016 | +23.60% | N/A |
| 2015 | -4.61% | N/A |
BDCZ vs UTRE Drawdown Comparison
The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.
The current BDCZ drawdown is -16.73%. The current UTRE drawdown is -1.27%.
| Rank | BDCZ | UTRE |
|---|---|---|
| #1 | -55.63% Feb 20, 2020 - Mar 11, 2021 | -2.80% May 4, 2023 - Dec 13, 2023 |
| #2 | -23.11% Apr 20, 2022 - Jul 26, 2023 | -1.86% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -21.09% Aug 28, 2017 - Nov 29, 2019 | -1.63% Feb 1, 2024 - Jun 13, 2024 |
| #4 | -20.81% Feb 19, 2025 - Mar 27, 2026 | -1.44% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -13.10% Dec 2, 2015 - Jul 12, 2016 | -1.21% Apr 30, 2025 - Jun 25, 2025 |
| #6 | -9.11% Jun 28, 2024 - Nov 29, 2024 | -0.97% Apr 5, 2023 - Apr 25, 2023 |
| #7 | -6.36% Apr 10, 2017 - Aug 28, 2017 | -0.89% Apr 4, 2025 - Apr 28, 2025 |
| #8 | -6.20% Sep 25, 2023 - Nov 14, 2023 | -0.62% Apr 25, 2023 - May 3, 2023 |
| #9 | -5.98% Oct 9, 2015 - Dec 2, 2015 | -0.58% Jan 12, 2024 - Feb 1, 2024 |
| #10 | -5.80% Apr 29, 2021 - May 27, 2021 | -0.49% Jun 30, 2025 - Aug 1, 2025 |
| #11 | -5.75% Jan 12, 2022 - Feb 7, 2022 | -0.46% Aug 2, 2024 - Aug 21, 2024 |
| #12 | -5.36% Nov 8, 2021 - Jan 4, 2022 | -0.45% Sep 8, 2025 - Oct 10, 2025 |
| #13 | -4.64% Feb 8, 2022 - Apr 1, 2022 | -0.45% Oct 16, 2025 - Nov 21, 2025 |
| #14 | -4.19% Aug 13, 2021 - Oct 6, 2021 | -0.41% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -4.16% Jun 14, 2021 - Aug 13, 2021 | -0.40% Nov 25, 2025 - Dec 16, 2025 |
Correlation
Correlation between BDCZ and UTRE is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2016 - 2026)
BDCZ vs UTRE dividend yield comparison.
| Year | BDCZ | UTRE |
|---|---|---|
| 2026 | 5.20% | 1.47% |
| 2025 | 10.65% | 3.60% |
| 2024 | 9.26% | 4.01% |
| 2023 | 9.13% | 3.14% |
| 2022 | 9.39% | 0.00% |
| 2021 | 7.49% | 0.00% |
| 2020 | 10.01% | 0.00% |
| 2019 | 8.40% | 0.00% |
| 2018 | 9.66% | 0.00% |
| 2017 | 8.74% | 0.00% |
| 2016 | 7.98% | 0.00% |
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