USFI vs REK
Comparison between BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF) and PROSHARES SHORT REAL ESTATE (REK, ETF).
USFI vs REK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USFI
$9.80M
REK
$9.80M
Expense Ratio
Winner
USFI
0.39%
REK
0.95%
Max Drawdown
Winner
USFI
9.15%
REK
85.45%
Sharpe Ratio
Winner
USFI
0.41
REK
-0.63
5Y Beta
USFI
0.00
Winner
REK
-0.47
USFI vs REK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USFI
-0.19%
REK
-2.34%
3M
Winner
USFI
+0.38%
REK
-2.95%
6M
Winner
USFI
+0.92%
REK
-7.58%
1Y
Winner
USFI
+4.63%
REK
-5.68%
5Y(CAGR)
USFI
N/A
REK
-0.04%
10Y(CAGR)
USFI
N/A
REK
-5.84%
Max(CAGR)
Winner
USFI
+3.95%
REK
-9.85%
USFI vs REK - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | USFI | REK |
|---|---|---|
| 2026 | +0.92% | -10.10% |
| 2025 | +7.00% | +1.12% |
| 2024 | +1.78% | +1.98% |
| 2023 | +2.89% | -6.24% |
| 2022 | N/A | +27.70% |
| 2021 | N/A | -32.66% |
| 2020 | N/A | -12.42% |
| 2019 | N/A | -22.60% |
| 2018 | N/A | +3.90% |
| 2017 | N/A | -8.87% |
| 2016 | N/A | -10.83% |
| 2015 | N/A | -4.73% |
| 2014 | N/A | -24.26% |
| 2013 | N/A | -3.35% |
| 2012 | N/A | -17.74% |
| 2011 | N/A | -12.64% |
| 2010 | N/A | -19.14% |
USFI vs REK Drawdown Comparison
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The maximum drawdown for REK was -84.57%, occurring on Dec 31, 2021. This drawdown has not yet recovered.
The current USFI drawdown is -0.68%. The current REK drawdown is -82.63%.
| Rank | USFI | REK |
|---|---|---|
| #1 | -8.47% Jul 31, 2023 - Dec 13, 2023 | -84.57% Jul 6, 2010 - Dec 31, 2021 |
| #2 | -6.37% Dec 27, 2023 - Jul 31, 2024 | -11.52% May 6, 2010 - Jul 6, 2010 |
| #3 | -5.67% Sep 16, 2024 - Sep 4, 2025 | -9.95% Mar 19, 2010 - May 6, 2010 |
| #4 | -2.08% Aug 5, 2024 - Sep 4, 2024 | N/A |
| #5 | -1.07% Sep 11, 2025 - Oct 16, 2025 | N/A |
| #6 | -0.90% Nov 26, 2025 - Feb 13, 2026 | N/A |
| #7 | -0.90% Oct 22, 2025 - Nov 25, 2025 | N/A |
| #8 | -0.79% Feb 27, 2026 - May 12, 2026 | N/A |
| #9 | -0.68% Jun 26, 2026 - Jul 21, 2026 | N/A |
| #10 | -0.55% May 12, 2026 - May 26, 2026 | N/A |
| #11 | -0.43% Dec 14, 2023 - Dec 20, 2023 | N/A |
| #12 | -0.42% Jun 16, 2026 - Jun 25, 2026 | N/A |
| #13 | -0.40% Sep 8, 2025 - Sep 11, 2025 | N/A |
| #14 | -0.32% Dec 20, 2023 - Dec 27, 2023 | N/A |
| #15 | -0.31% Sep 10, 2024 - Sep 16, 2024 | N/A |
Correlation
Correlation between USFI and REK is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.77
-101
Dividend Comparison (2018 - 2026)
USFI vs REK dividend yield comparison.
| Year | USFI | REK |
|---|---|---|
| 2026 | 2.22% | 1.35% |
| 2025 | 4.42% | 3.43% |
| 2024 | 4.60% | 6.22% |
| 2023 | 1.83% | 4.50% |
| 2022 | 0.00% | 0.48% |
| 2020 | 0.00% | 0.07% |
| 2019 | 0.00% | 1.28% |
| 2018 | 0.00% | 0.43% |
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