USFI vs FIXP
Comparison between BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF) and FOLIOBEYOND ENHANCED FIXED INCOME PREMIUM ETF (FIXP, ETF).
USFI vs FIXP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USFI
$9.80M
Winner
FIXP
$9.90M
Expense Ratio
Winner
USFI
0.39%
FIXP
1.01%
Max Drawdown
USFI
9.15%
Winner
FIXP
4.31%
Sharpe Ratio
USFI
0.61
Winner
FIXP
0.88
5Y Beta
Winner
USFI
0.00
FIXP
0.14
USFI vs FIXP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USFI
+0.34%
FIXP
+0.28%
3M
USFI
+0.87%
Winner
FIXP
+2.07%
6M
USFI
+1.50%
Winner
FIXP
+2.30%
1Y
USFI
+5.29%
Winner
FIXP
+6.38%
Max(CAGR)
USFI
+4.20%
Winner
FIXP
+4.68%
USFI vs FIXP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | USFI | FIXP |
|---|---|---|
| 2026 | +1.22% | +1.64% |
| 2025 | +7.00% | +4.72% |
| 2024 | +1.78% | N/A |
| 2023 | +2.89% | N/A |
USFI vs FIXP Drawdown Comparison
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The maximum drawdown for FIXP was -3.42%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current USFI drawdown is -0.08%. The current FIXP drawdown is -0.17%.
| Rank | USFI | FIXP |
|---|---|---|
| #1 | -8.47% Jul 31, 2023 - Dec 13, 2023 | -3.42% Feb 27, 2025 - Jul 2, 2025 |
| #2 | -6.37% Dec 27, 2023 - Jul 31, 2024 | -2.14% Jan 16, 2026 - Apr 8, 2026 |
| #3 | -5.67% Sep 16, 2024 - Sep 4, 2025 | -1.17% May 6, 2026 - May 19, 2026 |
| #4 | -2.08% Aug 5, 2024 - Sep 4, 2024 | -0.97% Jul 10, 2025 - Aug 14, 2025 |
| #5 | -1.07% Sep 11, 2025 - Oct 16, 2025 | -0.59% Oct 3, 2025 - Oct 27, 2025 |
| #6 | -0.90% Nov 26, 2025 - Feb 13, 2026 | -0.47% Jan 9, 2026 - Jan 16, 2026 |
| #7 | -0.90% Oct 22, 2025 - Nov 25, 2025 | -0.34% Aug 19, 2025 - Aug 25, 2025 |
| #8 | -0.79% Feb 27, 2026 - May 12, 2026 | -0.33% Feb 4, 2025 - Feb 10, 2025 |
| #9 | -0.55% May 12, 2026 - May 26, 2026 | -0.31% May 1, 2026 - May 6, 2026 |
| #10 | -0.43% Dec 14, 2023 - Dec 20, 2023 | -0.31% Feb 10, 2025 - Feb 26, 2025 |
| #11 | -0.40% Sep 8, 2025 - Sep 11, 2025 | -0.30% Sep 5, 2025 - Sep 19, 2025 |
| #12 | -0.32% Dec 20, 2023 - Dec 27, 2023 | -0.29% Oct 27, 2025 - Nov 4, 2025 |
| #13 | -0.31% Sep 10, 2024 - Sep 16, 2024 | -0.28% Jan 29, 2025 - Feb 4, 2025 |
| #14 | -0.26% Jun 2, 2026 - Jun 11, 2026 | -0.28% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -0.27% Apr 28, 2026 - Apr 30, 2026 |
Correlation
Correlation between USFI and FIXP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
USFI vs FIXP dividend yield comparison.
| Year | USFI | FIXP |
|---|---|---|
| 2026 | 1.81% | 2.01% |
| 2025 | 4.42% | 5.27% |
| 2024 | 4.60% | 0.00% |
| 2023 | 1.83% | 0.00% |
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