UFIV vs RFFC

Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and ALPS ACTIVE EQUITY OPPORTUNITY ETF (RFFC, ETF).

UFIV vs RFFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UFIV(ETF)	RFFC(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.15%	0.48%
Max Drawdown	7.11%	36.48%
Sharpe Ratio	-0.25	1.70
5Y Beta	-0.01	0.89
P/E Ratio	N/A	28.90
Forward P/E	N/A	24.30
PEG Ratio	N/A	0.78
5Y Dividends CAGR	N/A	-1.52%
5Y EPS CAGR	N/A	21.85%
P/S Ratio	N/A	3.25
P/B Ratio	N/A	6.38

Net Assets

UFIV

$30M

Winner

RFFC

$30M

Expense Ratio

Winner

UFIV

0.15%

RFFC

0.48%

Max Drawdown

Winner

UFIV

7.11%

RFFC

36.48%

Sharpe Ratio

UFIV

-0.25

Winner

RFFC

1.70

5Y Beta

Winner

UFIV

-0.01

RFFC

0.89

P/E Ratio

UFIV

N/A

RFFC

28.90

Forward P/E

UFIV

N/A

RFFC

24.30

PEG Ratio

UFIV

N/A

RFFC

0.78

5Y Dividends CAGR

UFIV

N/A

RFFC

-1.52%

5Y EPS CAGR

UFIV

N/A

RFFC

21.85%

P/S Ratio

UFIV

N/A

RFFC

3.25

P/B Ratio

UFIV

N/A

RFFC

6.38

UFIV vs RFFC - Historical Returns

Returns include dividend reinvestment.

Period	UFIV	RFFC
1 month	-0.03%	+1.52%
3 months	-0.50%	+9.61%
6 months	-0.17%	+11.07%
1 year	+2.66%	+26.80%
5 years(CAGR)	N/A	+12.08%
10 years(CAGR)	N/A	+12.70%
Max(CAGR)	+2.79%	+12.67%

UFIV

-0.03%

Winner

RFFC

+1.52%

UFIV

-0.50%

Winner

RFFC

+9.61%

UFIV

-0.17%

Winner

RFFC

+11.07%

UFIV

+2.66%

Winner

RFFC

+26.80%

5Y(CAGR)

UFIV

N/A

RFFC

+12.08%

10Y(CAGR)

UFIV

N/A

RFFC

+12.70%

Max(CAGR)

UFIV

+2.79%

Winner

RFFC

+12.67%

UFIV vs RFFC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	UFIV	RFFC
2026	-0.42%	+9.57%
2025	+6.83%	+16.92%
2024	+1.43%	+24.35%
2023	+1.58%	+20.33%
2022	N/A	-15.09%
2021	N/A	+24.49%
2020	N/A	+11.33%
2019	N/A	+23.52%
2018	N/A	-11.08%
2017	N/A	+19.84%
2016	N/A	+8.90%

UFIV vs RFFC Drawdown Comparison

The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.

The maximum drawdown for RFFC was -36.26%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current UFIV drawdown is -1.94%. The current RFFC drawdown is -1.33%.

Rank	UFIV	RFFC
#1	-5.63% May 4, 2023 - Feb 1, 2024	-36.26% Feb 12, 2020 - Sep 2, 2020
#2	-4.03% Sep 16, 2024 - Apr 3, 2025	-24.26% Sep 20, 2018 - Dec 20, 2019
#3	-3.19% Feb 1, 2024 - Jul 11, 2024	-22.28% Jan 4, 2022 - Dec 18, 2023
#4	-2.71% Feb 27, 2026 - May 19, 2026	-18.45% Feb 13, 2025 - Jul 3, 2025
#5	-1.86% Apr 30, 2025 - Jun 26, 2025	-10.33% Jan 26, 2018 - Jun 11, 2018
#6	-1.81% Apr 4, 2025 - Apr 29, 2025	-9.25% Feb 25, 2026 - Apr 17, 2026
#7	-1.47% Apr 6, 2023 - May 3, 2023	-9.15% Sep 2, 2020 - Oct 12, 2020
#8	-0.97% Jun 30, 2025 - Aug 1, 2025	-8.35% Oct 12, 2020 - Nov 16, 2020
#9	-0.91% Aug 2, 2024 - Aug 21, 2024	-7.69% Jul 16, 2024 - Aug 23, 2024
#10	-0.83% Nov 25, 2025 - Feb 10, 2026	-6.82% Feb 12, 2021 - Apr 1, 2021
#11	-0.80% Oct 22, 2025 - Nov 21, 2025	-6.05% Sep 2, 2021 - Oct 28, 2021
#12	-0.72% Sep 8, 2025 - Oct 13, 2025	-6.03% Jul 25, 2017 - Sep 27, 2017
#13	-0.38% Jul 17, 2024 - Jul 26, 2024	-5.58% Nov 16, 2021 - Jan 3, 2022
#14	-0.36% Aug 23, 2024 - Sep 4, 2024	-5.00% Aug 15, 2016 - Nov 10, 2016
#15	-0.35% Aug 21, 2024 - Aug 23, 2024	-4.83% Mar 21, 2024 - May 15, 2024

Correlation

Correlation between UFIV and RFFC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2016 - 2026)

UFIV vs RFFC dividend yield comparison.

Year	UFIV	RFFC
2026	1.50%	0.15%
2025	3.66%	0.78%
2024	4.00%	1.05%
2023	2.96%	1.35%
2022	0.00%	1.41%
2021	0.00%	0.71%
2020	0.00%	1.79%
2019	0.00%	1.34%
2018	0.00%	1.36%
2017	0.00%	0.93%
2016	0.00%	0.66%