UTEN vs BUSA
Comparison between F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF) and BRANDES U.S. VALUE ETF (BUSA, ETF).
UTEN vs BUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTEN
$291M
Winner
BUSA
$292M
Expense Ratio
Winner
UTEN
0.15%
BUSA
0.60%
Max Drawdown
UTEN
16.76%
Winner
BUSA
14.89%
Sharpe Ratio
UTEN
-0.10
Winner
BUSA
1.59
5Y Beta
Winner
UTEN
0.00
BUSA
0.68
P/E Ratio
UTEN
N/A
BUSA
20.08
Forward P/E
UTEN
N/A
BUSA
12.77
PEG Ratio
UTEN
N/A
BUSA
0.41
5Y EPS CAGR
UTEN
N/A
BUSA
7.74%
Debt to Equity
UTEN
N/A
BUSA
36.33%
P/S Ratio
UTEN
N/A
BUSA
0.90
P/B Ratio
UTEN
N/A
BUSA
2.04
UTEN vs BUSA - Historical Returns
Returns include dividend reinvestment.
1M
UTEN
-0.57%
Winner
BUSA
+2.57%
3M
UTEN
-2.17%
Winner
BUSA
+3.46%
6M
UTEN
-1.10%
Winner
BUSA
+10.66%
1Y
UTEN
+3.23%
Winner
BUSA
+24.55%
Max(CAGR)
UTEN
-0.07%
Winner
BUSA
+20.16%
UTEN vs BUSA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | UTEN | BUSA |
|---|---|---|
| 2026 | -0.98% | +7.41% |
| 2025 | +7.85% | +17.82% |
| 2024 | -1.27% | +15.31% |
| 2023 | +2.37% | +10.65% |
| 2022 | -7.80% | N/A |
UTEN vs BUSA Drawdown Comparison
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current UTEN drawdown is -3.44%. The current BUSA drawdown is -0.04%.
| Rank | UTEN | BUSA |
|---|---|---|
| #1 | -13.36% Aug 10, 2022 - Sep 5, 2025 | -14.19% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -4.57% Feb 27, 2026 - May 19, 2026 | -7.61% Feb 6, 2026 - Jun 4, 2026 |
| #3 | -1.76% Nov 26, 2025 - Feb 12, 2026 | -6.29% Jul 30, 2024 - Aug 29, 2024 |
| #4 | -1.41% Oct 22, 2025 - Nov 25, 2025 | -6.02% Oct 17, 2023 - Nov 14, 2023 |
| #5 | -1.12% Sep 11, 2025 - Oct 10, 2025 | -5.66% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -0.27% Sep 8, 2025 - Sep 10, 2025 | -4.53% Jul 23, 2025 - Aug 22, 2025 |
| #7 | -0.25% Feb 13, 2026 - Feb 23, 2026 | -3.80% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -0.17% Oct 16, 2025 - Oct 21, 2025 | -3.78% Aug 30, 2024 - Oct 11, 2024 |
| #9 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -3.49% Oct 3, 2025 - Oct 24, 2025 |
| #10 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -2.77% Oct 16, 2024 - Nov 6, 2024 |
| #11 | N/A | -2.44% Nov 11, 2024 - Nov 25, 2024 |
| #12 | N/A | -2.32% Jul 3, 2025 - Jul 23, 2025 |
| #13 | N/A | -2.15% Jan 8, 2024 - Jan 24, 2024 |
| #14 | N/A | -2.03% Jul 17, 2024 - Jul 26, 2024 |
| #15 | N/A | -1.91% Sep 11, 2025 - Oct 1, 2025 |
Correlation
Correlation between UTEN and BUSA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2022 - 2026)
UTEN vs BUSA dividend yield comparison.
| Year | UTEN | BUSA |
|---|---|---|
| 2026 | 1.68% | 0.33% |
| 2025 | 4.11% | 1.53% |
| 2024 | 4.13% | 1.37% |
| 2023 | 3.62% | 0.22% |
| 2022 | 1.39% | 0.00% |
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