USFI vs UTRE
Comparison between BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF) and F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF).
USFI vs UTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USFI
$9.80M
UTRE
$9.80M
Expense Ratio
USFI
0.39%
Winner
UTRE
0.15%
Max Drawdown
USFI
9.15%
Winner
UTRE
4.36%
Sharpe Ratio
Winner
USFI
0.61
UTRE
-0.39
5Y Beta
USFI
0.00
Winner
UTRE
-0.02
USFI vs UTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USFI
+0.34%
UTRE
+0.05%
3M
Winner
USFI
+0.87%
UTRE
-0.05%
6M
Winner
USFI
+1.50%
UTRE
+0.33%
1Y
Winner
USFI
+5.29%
UTRE
+2.80%
Max(CAGR)
Winner
USFI
+4.20%
UTRE
+3.36%
USFI vs UTRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | USFI | UTRE |
|---|---|---|
| 2026 | +1.22% | +0.04% |
| 2025 | +7.00% | +5.76% |
| 2024 | +1.78% | +3.19% |
| 2023 | +2.89% | +2.16% |
USFI vs UTRE Drawdown Comparison
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.
The current USFI drawdown is -0.08%. The current UTRE drawdown is -0.95%.
| Rank | USFI | UTRE |
|---|---|---|
| #1 | -8.47% Jul 31, 2023 - Dec 13, 2023 | -2.80% May 4, 2023 - Dec 13, 2023 |
| #2 | -6.37% Dec 27, 2023 - Jul 31, 2024 | -1.86% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -5.67% Sep 16, 2024 - Sep 4, 2025 | -1.63% Feb 1, 2024 - Jun 13, 2024 |
| #4 | -2.08% Aug 5, 2024 - Sep 4, 2024 | -1.44% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -1.07% Sep 11, 2025 - Oct 16, 2025 | -1.21% Apr 30, 2025 - Jun 25, 2025 |
| #6 | -0.90% Nov 26, 2025 - Feb 13, 2026 | -0.97% Apr 5, 2023 - Apr 25, 2023 |
| #7 | -0.90% Oct 22, 2025 - Nov 25, 2025 | -0.89% Apr 4, 2025 - Apr 28, 2025 |
| #8 | -0.79% Feb 27, 2026 - May 12, 2026 | -0.62% Apr 25, 2023 - May 3, 2023 |
| #9 | -0.55% May 12, 2026 - May 26, 2026 | -0.58% Jan 12, 2024 - Feb 1, 2024 |
| #10 | -0.43% Dec 14, 2023 - Dec 20, 2023 | -0.49% Jun 30, 2025 - Aug 1, 2025 |
| #11 | -0.40% Sep 8, 2025 - Sep 11, 2025 | -0.46% Aug 2, 2024 - Aug 21, 2024 |
| #12 | -0.32% Dec 20, 2023 - Dec 27, 2023 | -0.45% Sep 8, 2025 - Oct 10, 2025 |
| #13 | -0.31% Sep 10, 2024 - Sep 16, 2024 | -0.45% Oct 16, 2025 - Nov 21, 2025 |
| #14 | -0.26% Jun 2, 2026 - Jun 11, 2026 | -0.41% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -0.40% Nov 25, 2025 - Dec 16, 2025 |
Correlation
Correlation between USFI and UTRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
USFI vs UTRE dividend yield comparison.
| Year | USFI | UTRE |
|---|---|---|
| 2026 | 1.81% | 1.46% |
| 2025 | 4.42% | 3.60% |
| 2024 | 4.60% | 4.01% |
| 2023 | 1.83% | 3.14% |
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