SMIZ vs UTEN

Comparison between ZACKS SMALL/MID CAP ETF (SMIZ, ETF) and F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF).

SMIZ vs UTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIZ(ETF)	UTEN(ETF)
Net Assets	$284M	$284M
Expense Ratio	0.55%	0.15%
Max Drawdown	26.16%	16.76%
Sharpe Ratio	1.18	-0.16
5Y Beta	1.05	0.00
P/E Ratio	40.02	N/A
Forward P/E	17.26	N/A
5Y EPS CAGR	17.64%	N/A
Debt to Equity	44.21%	N/A
P/S Ratio	1.38	N/A
P/B Ratio	3.07	N/A

Net Assets

SMIZ

$284M

Winner

UTEN

$284M

Expense Ratio

SMIZ

0.55%

Winner

UTEN

0.15%

Max Drawdown

SMIZ

26.16%

Winner

UTEN

16.76%

Sharpe Ratio

Winner

SMIZ

1.18

UTEN

-0.16

5Y Beta

SMIZ

1.05

Winner

UTEN

0.00

P/E Ratio

SMIZ

40.02

UTEN

N/A

Forward P/E

SMIZ

17.26

UTEN

N/A

5Y EPS CAGR

SMIZ

17.64%

UTEN

N/A

Debt to Equity

SMIZ

44.21%

UTEN

N/A

P/S Ratio

SMIZ

1.38

UTEN

N/A

P/B Ratio

SMIZ

3.07

UTEN

N/A

SMIZ vs UTEN - Historical Returns

Returns include dividend reinvestment.

Period	SMIZ	UTEN
1 month	-2.53%	-0.65%
3 months	+4.83%	-1.38%
6 months	+9.65%	-0.80%
1 year	+26.42%	+2.43%
Max(CAGR)	+23.20%	-0.10%

SMIZ

-2.53%

Winner

UTEN

-0.65%

Winner

SMIZ

+4.83%

UTEN

-1.38%

Winner

SMIZ

+9.65%

UTEN

-0.80%

Winner

SMIZ

+26.42%

UTEN

+2.43%

Max(CAGR)

Winner

SMIZ

+23.20%

UTEN

-0.10%

SMIZ vs UTEN - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	SMIZ	UTEN
2026	+14.95%	-1.12%
2025	+12.07%	+7.85%
2024	+19.02%	-1.27%
2023	+16.39%	+2.37%
2022	N/A	-7.80%

SMIZ vs UTEN Drawdown Comparison

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.

The current SMIZ drawdown is -3.47%. The current UTEN drawdown is -3.57%.

Rank	SMIZ	UTEN
#1	-25.02% Dec 4, 2024 - Aug 22, 2025	-13.36% Aug 10, 2022 - Sep 5, 2025
#2	-10.51% Feb 9, 2026 - Apr 13, 2026	-4.57% Feb 27, 2026 - May 19, 2026
#3	-9.41% Jul 16, 2024 - Sep 19, 2024	-1.76% Nov 26, 2025 - Feb 12, 2026
#4	-7.65% Mar 28, 2024 - Jul 15, 2024	-1.41% Oct 22, 2025 - Nov 25, 2025
#5	-7.56% Oct 27, 2025 - Dec 11, 2025	-1.12% Sep 11, 2025 - Oct 10, 2025
#6	-7.28% Oct 11, 2023 - Nov 14, 2023	-0.27% Sep 8, 2025 - Sep 10, 2025
#7	-4.98% Jun 30, 2026 - Jul 20, 2026	-0.25% Feb 13, 2026 - Feb 23, 2026
#8	-4.17% May 6, 2026 - May 26, 2026	-0.17% Oct 16, 2025 - Oct 21, 2025
#9	-4.10% Sep 22, 2025 - Oct 24, 2025	-0.11% Feb 23, 2026 - Feb 26, 2026
#10	-3.87% Jun 4, 2026 - Jun 12, 2026	-0.08% Oct 14, 2025 - Oct 16, 2025
#11	-3.85% Dec 28, 2023 - Jan 29, 2024	N/A
#12	-3.73% Nov 11, 2024 - Nov 22, 2024	N/A
#13	-3.59% Dec 11, 2025 - Jan 6, 2026	N/A
#14	-2.73% Jan 22, 2026 - Feb 6, 2026	N/A
#15	-2.59% Oct 18, 2024 - Nov 6, 2024	N/A