UFIV vs HEAL
Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and GLOBAL X HEALTHTECH ETF (HEAL, ETF).
UFIV vs HEAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFIV
$29M
HEAL
$29M
Expense Ratio
Winner
UFIV
0.15%
HEAL
0.50%
Max Drawdown
Winner
UFIV
7.11%
HEAL
65.87%
Sharpe Ratio
Winner
UFIV
-0.58
HEAL
-0.60
5Y Beta
Winner
UFIV
-0.01
HEAL
0.94
P/E Ratio
UFIV
N/A
HEAL
1619.93
Forward P/E
UFIV
N/A
HEAL
30.01
5Y Dividends CAGR
UFIV
N/A
HEAL
38.09%
Debt to Equity
UFIV
N/A
HEAL
54.46%
P/S Ratio
UFIV
N/A
HEAL
2.24
P/B Ratio
UFIV
N/A
HEAL
4.53
UFIV vs HEAL - Historical Returns
Returns include dividend reinvestment.
1M
UFIV
-0.05%
Winner
HEAL
+5.78%
3M
UFIV
-0.97%
Winner
HEAL
+4.86%
6M
Winner
UFIV
-0.52%
HEAL
-9.41%
1Y
Winner
UFIV
+1.67%
HEAL
-11.34%
5Y(CAGR)
UFIV
N/A
HEAL
-13.09%
Max(CAGR)
Winner
UFIV
+2.60%
HEAL
-8.55%
UFIV vs HEAL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UFIV | HEAL |
|---|---|---|
| 2026 | -0.74% | -6.86% |
| 2025 | +6.83% | -0.82% |
| 2024 | +1.43% | -1.50% |
| 2023 | +1.58% | -12.76% |
| 2022 | N/A | -29.86% |
| 2021 | N/A | -13.99% |
| 2020 | N/A | +23.87% |
UFIV vs HEAL Drawdown Comparison
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current UFIV drawdown is -2.25%. The current HEAL drawdown is -59.67%.
| Rank | UFIV | HEAL |
|---|---|---|
| #1 | -5.63% May 4, 2023 - Feb 1, 2024 | -65.76% Feb 12, 2021 - Mar 30, 2026 |
| #2 | -4.03% Sep 16, 2024 - Apr 3, 2025 | -8.95% Oct 13, 2020 - Nov 20, 2020 |
| #3 | -3.19% Feb 1, 2024 - Jul 11, 2024 | -8.29% Sep 2, 2020 - Oct 5, 2020 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -6.44% Jan 25, 2021 - Feb 8, 2021 |
| #5 | -1.86% Apr 30, 2025 - Jun 26, 2025 | -4.34% Aug 6, 2020 - Aug 20, 2020 |
| #6 | -1.81% Apr 4, 2025 - Apr 29, 2025 | -2.64% Dec 23, 2020 - Jan 7, 2021 |
| #7 | -1.47% Apr 6, 2023 - May 3, 2023 | -1.48% Aug 20, 2020 - Aug 31, 2020 |
| #8 | -0.97% Jun 30, 2025 - Aug 1, 2025 | -1.37% Dec 10, 2020 - Dec 17, 2020 |
| #9 | -0.91% Aug 2, 2024 - Aug 21, 2024 | -1.30% Dec 1, 2020 - Dec 8, 2020 |
| #10 | -0.83% Nov 25, 2025 - Feb 10, 2026 | -1.25% Nov 23, 2020 - Nov 27, 2020 |
| #11 | -0.80% Oct 22, 2025 - Nov 21, 2025 | -0.89% Jan 8, 2021 - Jan 12, 2021 |
| #12 | -0.72% Sep 8, 2025 - Oct 13, 2025 | -0.68% Jan 14, 2021 - Jan 19, 2021 |
| #13 | -0.38% Jul 17, 2024 - Jul 26, 2024 | -0.65% Jan 20, 2021 - Jan 22, 2021 |
| #14 | -0.36% Aug 23, 2024 - Sep 4, 2024 | -0.54% Dec 8, 2020 - Dec 10, 2020 |
| #15 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -0.32% Feb 9, 2021 - Feb 11, 2021 |
Correlation
Correlation between UFIV and HEAL is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.16
-101
Dividend Comparison (2020 - 2026)
UFIV vs HEAL dividend yield comparison.
| Year | UFIV | HEAL |
|---|---|---|
| 2026 | 1.84% | 0.00% |
| 2025 | 3.66% | 0.33% |
| 2024 | 4.00% | 0.00% |
| 2023 | 2.96% | 0.00% |
| 2020 | 0.00% | 0.03% |
Select Stocks to Compare
Popular: UFIV vs SPYHEAL vs SPY
More Comparisons
Compare with similar stocks