BTAL vs UTEN
Comparison between AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF) and F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF).
BTAL vs UTEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTAL
$283M
Winner
UTEN
$284M
Expense Ratio
BTAL
1.40%
Winner
UTEN
0.15%
Max Drawdown
BTAL
58.79%
Winner
UTEN
16.76%
Sharpe Ratio
BTAL
-1.40
Winner
UTEN
-0.16
5Y Beta
Winner
BTAL
-0.87
UTEN
0.00
BTAL vs UTEN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTAL
+8.42%
UTEN
-0.65%
3M
BTAL
-5.58%
Winner
UTEN
-1.38%
6M
BTAL
-14.57%
Winner
UTEN
-0.80%
1Y
BTAL
-27.16%
Winner
UTEN
+2.43%
5Y(CAGR)
BTAL
-4.74%
UTEN
N/A
10Y(CAGR)
BTAL
-4.82%
UTEN
N/A
Max(CAGR)
BTAL
-3.82%
Winner
UTEN
-0.10%
BTAL vs UTEN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BTAL | UTEN |
|---|---|---|
| 2026 | -15.73% | -1.12% |
| 2025 | -19.89% | +7.85% |
| 2024 | +10.73% | -1.27% |
| 2023 | -16.21% | +2.37% |
| 2022 | +21.71% | -7.80% |
| 2021 | -7.35% | N/A |
| 2020 | -13.74% | N/A |
| 2019 | +2.04% | N/A |
| 2018 | +16.45% | N/A |
| 2017 | -1.13% | N/A |
| 2016 | -5.06% | N/A |
| 2015 | +4.33% | N/A |
| 2014 | +8.06% | N/A |
| 2013 | -11.09% | N/A |
| 2012 | -7.04% | N/A |
| 2011 | -2.50% | N/A |
BTAL vs UTEN Drawdown Comparison
The maximum drawdown for BTAL was -52.72%, occurring on Jun 22, 2026. This drawdown has not yet recovered.
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The current BTAL drawdown is -48.74%. The current UTEN drawdown is -3.57%.
| Rank | BTAL | UTEN |
|---|---|---|
| #1 | -52.72% Mar 12, 2020 - Jun 22, 2026 | -13.36% Aug 10, 2022 - Sep 5, 2025 |
| #2 | -29.52% Oct 3, 2011 - Mar 9, 2020 | -4.57% Feb 27, 2026 - May 19, 2026 |
| #3 | -2.13% Sep 26, 2011 - Sep 29, 2011 | -1.76% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -1.62% Sep 13, 2011 - Sep 21, 2011 | -1.41% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -1.46% Mar 9, 2020 - Mar 12, 2020 | -1.12% Sep 11, 2025 - Oct 10, 2025 |
| #6 | N/A | -0.27% Sep 8, 2025 - Sep 10, 2025 |
| #7 | N/A | -0.25% Feb 13, 2026 - Feb 23, 2026 |
| #8 | N/A | -0.17% Oct 16, 2025 - Oct 21, 2025 |
| #9 | N/A | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #10 | N/A | -0.08% Oct 14, 2025 - Oct 16, 2025 |
Correlation
Correlation between BTAL and UTEN is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.62
-101
Dividend Comparison (2011 - 2026)
BTAL vs UTEN dividend yield comparison.
| Year | BTAL | UTEN |
|---|---|---|
| 2026 | 0.00% | 2.04% |
| 2025 | 2.49% | 4.11% |
| 2024 | 3.49% | 4.13% |
| 2023 | 6.14% | 3.62% |
| 2022 | 1.01% | 1.39% |
| 2019 | 0.88% | 0.00% |
| 2018 | 0.39% | 0.00% |
| 2012 | 0.00% | 0.00% |
| 2011 | 1.80% | 0.00% |
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