RZV vs UTEN
Comparison between INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV, ETF) and F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF).
RZV vs UTEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RZV
$285M
UTEN
$284M
Expense Ratio
RZV
0.35%
Winner
UTEN
0.15%
Max Drawdown
RZV
77.94%
Winner
UTEN
16.76%
Sharpe Ratio
Winner
RZV
1.70
UTEN
-0.16
5Y Beta
RZV
1.01
Winner
UTEN
0.00
P/E Ratio
RZV
-26.39
UTEN
N/A
Forward P/E
RZV
11.12
UTEN
N/A
5Y Dividends CAGR
RZV
31.94%
UTEN
N/A
5Y EPS CAGR
RZV
-5.77%
UTEN
N/A
Debt to Equity
RZV
97.25%
UTEN
N/A
P/S Ratio
RZV
0.39
UTEN
N/A
P/B Ratio
RZV
1.16
UTEN
N/A
RZV vs UTEN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RZV
+6.63%
UTEN
-0.65%
3M
Winner
RZV
+12.18%
UTEN
-1.38%
6M
Winner
RZV
+17.09%
UTEN
-0.80%
1Y
Winner
RZV
+43.60%
UTEN
+2.43%
5Y(CAGR)
RZV
+12.59%
UTEN
N/A
10Y(CAGR)
RZV
+11.02%
UTEN
N/A
Max(CAGR)
Winner
RZV
+8.42%
UTEN
-0.10%
RZV vs UTEN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RZV | UTEN |
|---|---|---|
| 2026 | +28.23% | -1.12% |
| 2025 | +8.49% | +7.85% |
| 2024 | +5.19% | -1.27% |
| 2023 | +22.46% | +2.37% |
| 2022 | -8.60% | -7.80% |
| 2021 | +46.94% | N/A |
| 2020 | -3.35% | N/A |
| 2019 | +19.64% | N/A |
| 2018 | -20.86% | N/A |
| 2017 | -0.15% | N/A |
| 2016 | +35.54% | N/A |
| 2015 | -12.12% | N/A |
| 2014 | +3.66% | N/A |
| 2013 | +40.74% | N/A |
| 2012 | +18.42% | N/A |
| 2011 | -9.75% | N/A |
| 2010 | +24.94% | N/A |
| 2009 | +59.92% | N/A |
| 2008 | -40.34% | N/A |
| 2007 | -19.53% | N/A |
| 2006 | +13.09% | N/A |
RZV vs UTEN Drawdown Comparison
The maximum drawdown for RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The current RZV drawdown is -0.25%. The current UTEN drawdown is -3.57%.
| Rank | RZV | UTEN |
|---|---|---|
| #1 | -77.13% Jun 4, 2007 - Sep 13, 2012 | -13.36% Aug 10, 2022 - Sep 5, 2025 |
| #2 | -60.41% Aug 22, 2018 - Feb 16, 2021 | -4.57% Feb 27, 2026 - May 19, 2026 |
| #3 | -30.99% Jun 23, 2015 - Nov 10, 2016 | -1.76% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -29.82% Dec 2, 2024 - Aug 27, 2025 | -1.41% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -26.46% Nov 8, 2021 - Feb 1, 2023 | -1.12% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -21.44% Feb 2, 2023 - Dec 19, 2023 | -0.27% Sep 8, 2025 - Sep 10, 2025 |
| #7 | -21.10% Dec 9, 2016 - Jan 22, 2018 | -0.25% Feb 13, 2026 - Feb 23, 2026 |
| #8 | -14.82% Jul 3, 2014 - Mar 24, 2015 | -0.17% Oct 16, 2025 - Oct 21, 2025 |
| #9 | -14.11% Jun 8, 2021 - Oct 25, 2021 | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #10 | -13.00% May 5, 2006 - Oct 26, 2006 | -0.08% Oct 14, 2025 - Oct 16, 2025 |
| #11 | -12.56% Feb 6, 2026 - Apr 20, 2026 | N/A |
| #12 | -11.01% Mar 12, 2021 - May 17, 2021 | N/A |
| #13 | -10.92% Sep 14, 2012 - Dec 18, 2012 | N/A |
| #14 | -10.70% Jan 22, 2018 - May 21, 2018 | N/A |
| #15 | -10.57% Jul 31, 2024 - Nov 6, 2024 | N/A |
Correlation
Correlation between RZV and UTEN is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2006 - 2026)
RZV vs UTEN dividend yield comparison.
| Year | RZV | UTEN |
|---|---|---|
| 2026 | 0.71% | 2.04% |
| 2025 | 1.59% | 4.11% |
| 2024 | 1.14% | 4.13% |
| 2023 | 1.13% | 3.62% |
| 2022 | 1.43% | 1.39% |
| 2021 | 0.86% | 0.00% |
| 2020 | 0.63% | 0.00% |
| 2019 | 1.03% | 0.00% |
| 2018 | 2.03% | 0.00% |
| 2017 | 1.02% | 0.00% |
| 2016 | 0.46% | 0.00% |
| 2015 | 1.24% | 0.00% |
| 2014 | 0.68% | 0.00% |
| 2013 | 0.64% | 0.00% |
| 2012 | 1.34% | 0.00% |
| 2011 | 0.82% | 0.00% |
| 2010 | 0.45% | 0.00% |
| 2009 | 0.90% | 0.00% |
| 2008 | 3.51% | 0.00% |
| 2007 | 1.95% | 0.00% |
| 2006 | 1.03% | 0.00% |
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