UFIV vs TRBF
Comparison between F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF) and ANGEL OAK TOTAL RETURN ETF (TRBF, ETF).
UFIV vs TRBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFIV
$29M
Winner
TRBF
$30M
Expense Ratio
Winner
UFIV
0.15%
TRBF
0.44%
Max Drawdown
UFIV
7.11%
Winner
TRBF
3.65%
Sharpe Ratio
UFIV
-0.58
Winner
TRBF
-0.53
5Y Beta
Winner
UFIV
-0.01
TRBF
0.10
UFIV vs TRBF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFIV
-0.05%
TRBF
-0.26%
3M
UFIV
-0.97%
Winner
TRBF
-0.47%
6M
UFIV
-0.52%
Winner
TRBF
+0.18%
1Y
UFIV
+1.67%
TRBF
N/A
Max(CAGR)
Winner
UFIV
+2.60%
TRBF
+1.73%
UFIV vs TRBF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UFIV | TRBF |
|---|---|---|
| 2026 | -0.74% | +0.61% |
| 2025 | +6.83% | +0.96% |
| 2024 | +1.43% | N/A |
| 2023 | +1.58% | N/A |
UFIV vs TRBF Drawdown Comparison
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The maximum drawdown for TRBF was -2.59%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current UFIV drawdown is -2.25%. The current TRBF drawdown is -1.61%.
| Rank | UFIV | TRBF |
|---|---|---|
| #1 | -5.63% May 4, 2023 - Feb 1, 2024 | -2.59% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -4.03% Sep 16, 2024 - Apr 3, 2025 | -1.12% Oct 22, 2025 - Nov 26, 2025 |
| #3 | -3.19% Feb 1, 2024 - Jul 11, 2024 | -0.85% Nov 26, 2025 - Jan 12, 2026 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -0.63% Jan 14, 2026 - Feb 6, 2026 |
| #5 | -1.86% Apr 30, 2025 - Jun 26, 2025 | -0.24% Feb 10, 2026 - Feb 12, 2026 |
| #6 | -1.81% Apr 4, 2025 - Apr 29, 2025 | -0.23% Oct 10, 2025 - Oct 14, 2025 |
| #7 | -1.47% Apr 6, 2023 - May 3, 2023 | -0.22% Oct 8, 2025 - Oct 10, 2025 |
| #8 | -0.97% Jun 30, 2025 - Aug 1, 2025 | -0.17% Jan 12, 2026 - Jan 14, 2026 |
| #9 | -0.91% Aug 2, 2024 - Aug 21, 2024 | -0.13% Feb 23, 2026 - Feb 25, 2026 |
| #10 | -0.83% Nov 25, 2025 - Feb 10, 2026 | -0.07% Feb 17, 2026 - Feb 20, 2026 |
| #11 | -0.80% Oct 22, 2025 - Nov 21, 2025 | -0.03% Oct 16, 2025 - Oct 20, 2025 |
| #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 TRBF is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2023 - 2026)
UFIV vs TRBF dividend yield comparison.
| Year | UFIV | TRBF |
|---|---|---|
| 2026 | 1.84% | 2.42% |
| 2025 | 3.66% | 1.16% |
| 2024 | 4.00% | 0.00% |
| 2023 | 2.96% | 0.00% |
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