UFIV vs OGSP
Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and OBRA HIGH GRADE STRUCTURED PRODUCTS ETF (OGSP, ETF).
UFIV vs OGSP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UFIV
$29M
OGSP
$29M
Expense Ratio
Winner
UFIV
0.15%
OGSP
0.64%
Max Drawdown
UFIV
7.11%
Winner
OGSP
2.25%
Sharpe Ratio
UFIV
-0.58
Winner
OGSP
0.96
5Y Beta
Winner
UFIV
-0.01
OGSP
-0.01
UFIV vs OGSP - Historical Returns
Returns include dividend reinvestment.
1M
UFIV
-0.05%
Winner
OGSP
+0.48%
3M
UFIV
-0.97%
Winner
OGSP
+1.39%
6M
UFIV
-0.52%
Winner
OGSP
+2.23%
1Y
UFIV
+1.67%
Winner
OGSP
+5.25%
Max(CAGR)
UFIV
+2.60%
Winner
OGSP
+6.02%
UFIV vs OGSP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UFIV | OGSP |
|---|---|---|
| 2026 | -0.74% | +2.44% |
| 2025 | +6.83% | +6.11% |
| 2024 | +1.43% | +5.00% |
| 2023 | +1.58% | N/A |
UFIV vs OGSP Drawdown Comparison
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The maximum drawdown for OGSP was -0.82%, occurring on Apr 9, 2025. Recovery took 16 trading sessions.
The current UFIV drawdown is -2.25%.
| Rank | UFIV | OGSP |
|---|---|---|
| #1 | -5.63% May 4, 2023 - Feb 1, 2024 | -0.82% Apr 4, 2025 - Apr 29, 2025 |
| #2 | -4.03% Sep 16, 2024 - Apr 3, 2025 | -0.60% Apr 17, 2024 - Apr 23, 2024 |
| #3 | -3.19% Feb 1, 2024 - Jul 11, 2024 | -0.50% Jul 21, 2025 - Jul 31, 2025 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -0.47% Oct 4, 2024 - Oct 16, 2024 |
| #5 | -1.86% Apr 30, 2025 - Jun 26, 2025 | -0.44% Nov 18, 2025 - Dec 17, 2025 |
| #6 | -1.81% Apr 4, 2025 - Apr 29, 2025 | -0.44% Aug 20, 2025 - Sep 11, 2025 |
| #7 | -1.47% Apr 6, 2023 - May 3, 2023 | -0.43% Feb 18, 2026 - Apr 9, 2026 |
| #8 | -0.97% Jun 30, 2025 - Aug 1, 2025 | -0.40% Apr 26, 2024 - May 3, 2024 |
| #9 | -0.91% Aug 2, 2024 - Aug 21, 2024 | -0.40% May 19, 2025 - Jun 6, 2025 |
| #10 | -0.83% Nov 25, 2025 - Feb 10, 2026 | -0.35% Oct 14, 2025 - Oct 23, 2025 |
| #11 | -0.80% Oct 22, 2025 - Nov 21, 2025 | -0.33% Oct 23, 2025 - Nov 18, 2025 |
| #12 | -0.72% Sep 8, 2025 - Oct 13, 2025 | -0.30% Oct 16, 2024 - Nov 18, 2024 |
| #13 | -0.38% Jul 17, 2024 - Jul 26, 2024 | -0.30% Jun 10, 2025 - Jun 25, 2025 |
| #14 | -0.36% Aug 23, 2024 - Sep 4, 2024 | -0.30% Jan 8, 2026 - Jan 30, 2026 |
| #15 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -0.30% Sep 12, 2024 - Sep 23, 2024 |
Correlation
Correlation between UFIV and OGSP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2023 - 2026)
UFIV vs OGSP dividend yield comparison.
| Year | UFIV | OGSP |
|---|---|---|
| 2026 | 1.84% | 2.86% |
| 2025 | 3.66% | 5.88% |
| 2024 | 4.00% | 4.55% |
| 2023 | 2.96% | 0.00% |
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