UFIV vs DUG
Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and ProShares UltraShort Energy (DUG, ETF).
UFIV vs DUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFIV
$30M
DUG
$30M
Expense Ratio
UFIV
0.15%
DUG
N/A
Max Drawdown
Winner
UFIV
7.11%
DUG
99.95%
Sharpe Ratio
Winner
UFIV
-0.25
DUG
-1.50
5Y Beta
UFIV
-0.01
Winner
DUG
-1.12
5Y Dividends CAGR
UFIV
N/A
DUG
14.33%
UFIV vs DUG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFIV
-0.03%
DUG
-0.69%
3M
Winner
UFIV
-0.50%
DUG
-3.55%
6M
Winner
UFIV
-0.17%
DUG
-41.41%
1Y
Winner
UFIV
+2.66%
DUG
-47.95%
5Y(CAGR)
UFIV
N/A
DUG
-37.87%
10Y(CAGR)
UFIV
N/A
DUG
-32.00%
Max(CAGR)
Winner
UFIV
+2.79%
DUG
-29.91%
UFIV vs DUG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UFIV | DUG |
|---|---|---|
| 2026 | -0.42% | -40.09% |
| 2025 | +6.83% | -16.81% |
| 2024 | +1.43% | -4.06% |
| 2023 | +1.58% | -9.37% |
| 2022 | N/A | -71.20% |
| 2021 | N/A | -68.10% |
| 2020 | N/A | -23.45% |
| 2019 | N/A | -19.87% |
| 2018 | N/A | +40.94% |
| 2017 | N/A | +1.45% |
| 2016 | N/A | -48.05% |
| 2015 | N/A | +35.94% |
| 2014 | N/A | +5.44% |
| 2013 | N/A | -38.52% |
| 2012 | N/A | -13.44% |
| 2011 | N/A | -30.52% |
| 2010 | N/A | -37.48% |
| 2009 | N/A | -43.88% |
| 2008 | N/A | -9.57% |
| 2007 | N/A | -46.32% |
UFIV vs DUG Drawdown Comparison
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current UFIV drawdown is -1.94%. The current DUG drawdown is -99.91%.
| Rank | UFIV | DUG |
|---|---|---|
| #1 | -5.63% May 4, 2023 - Feb 1, 2024 | -99.92% Oct 10, 2008 - Mar 27, 2026 |
| #2 | -4.03% Sep 16, 2024 - Apr 3, 2025 | -64.70% Mar 5, 2007 - Oct 10, 2008 |
| #3 | -3.19% Feb 1, 2024 - Jul 11, 2024 | -4.78% Feb 12, 2007 - Feb 27, 2007 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -1.66% Feb 7, 2007 - Feb 12, 2007 |
| #5 | -1.86% Apr 30, 2025 - Jun 26, 2025 | -1.61% Feb 27, 2007 - Mar 1, 2007 |
| #6 | -1.81% Apr 4, 2025 - Apr 29, 2025 | -1.32% Feb 2, 2007 - Feb 7, 2007 |
| #7 | -1.47% Apr 6, 2023 - May 3, 2023 | N/A |
| #8 | -0.97% Jun 30, 2025 - Aug 1, 2025 | N/A |
| #9 | -0.91% Aug 2, 2024 - Aug 21, 2024 | N/A |
| #10 | -0.83% Nov 25, 2025 - Feb 10, 2026 | N/A |
| #11 | -0.80% Oct 22, 2025 - Nov 21, 2025 | N/A |
| #12 | -0.72% Sep 8, 2025 - Oct 13, 2025 | N/A |
| #13 | -0.38% Jul 17, 2024 - Jul 26, 2024 | N/A |
| #14 | -0.36% Aug 23, 2024 - Sep 4, 2024 | N/A |
| #15 | -0.35% Aug 21, 2024 - Aug 23, 2024 | N/A |
Correlation
Correlation between UFIV and DUG is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
Dividend Comparison (2007 - 2026)
UFIV vs DUG dividend yield comparison.
| Year | UFIV | DUG |
|---|---|---|
| 2026 | 1.50% | 0.45% |
| 2025 | 3.66% | 3.21% |
| 2024 | 4.00% | 5.66% |
| 2023 | 2.96% | 4.16% |
| 2022 | 0.00% | 0.28% |
| 2020 | 0.00% | 0.10% |
| 2019 | 0.00% | 0.56% |
| 2018 | 0.00% | 0.29% |
| 2008 | 0.00% | 32.75% |
| 2007 | 0.00% | 2.53% |
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