UTEN vs SMIZ

Comparison between F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).

UTEN vs SMIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTEN(ETF)	SMIZ(ETF)
Net Assets	$284M	$284M
Expense Ratio	0.15%	0.55%
Max Drawdown	16.76%	26.16%
Sharpe Ratio	-0.16	1.18
5Y Beta	0.00	1.05
P/E Ratio	N/A	40.02
Forward P/E	N/A	17.26
5Y EPS CAGR	N/A	17.64%
Debt to Equity	N/A	44.21%
P/S Ratio	N/A	1.38
P/B Ratio	N/A	3.07

Net Assets

Winner

UTEN

$284M

SMIZ

$284M

Expense Ratio

Winner

UTEN

0.15%

SMIZ

0.55%

Max Drawdown

Winner

UTEN

16.76%

SMIZ

26.16%

Sharpe Ratio

UTEN

-0.16

Winner

SMIZ

1.18

5Y Beta

Winner

UTEN

0.00

SMIZ

1.05

P/E Ratio

UTEN

N/A

SMIZ

40.02

Forward P/E

UTEN

N/A

SMIZ

17.26

5Y EPS CAGR

UTEN

N/A

SMIZ

17.64%

Debt to Equity

UTEN

N/A

SMIZ

44.21%

P/S Ratio

UTEN

N/A

SMIZ

1.38

P/B Ratio

UTEN

N/A

SMIZ

3.07

UTEN vs SMIZ - Historical Returns

Returns include dividend reinvestment.

Period	UTEN	SMIZ
1 month	-0.65%	-2.53%
3 months	-1.38%	+4.83%
6 months	-0.80%	+9.65%
1 year	+2.43%	+26.42%
Max(CAGR)	-0.10%	+23.20%

Winner

UTEN

-0.65%

SMIZ

-2.53%

UTEN

-1.38%

Winner

SMIZ

+4.83%

UTEN

-0.80%

Winner

SMIZ

+9.65%

UTEN

+2.43%

Winner

SMIZ

+26.42%

Max(CAGR)

UTEN

-0.10%

Winner

SMIZ

+23.20%

UTEN vs SMIZ - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	UTEN	SMIZ
2026	-1.12%	+14.95%
2025	+7.85%	+12.07%
2024	-1.27%	+19.02%
2023	+2.37%	+16.39%
2022	-7.80%	N/A

UTEN vs SMIZ Drawdown Comparison

The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The current UTEN drawdown is -3.57%. The current SMIZ drawdown is -3.47%.

Rank	UTEN	SMIZ
#1	-13.36% Aug 10, 2022 - Sep 5, 2025	-25.02% Dec 4, 2024 - Aug 22, 2025
#2	-4.57% Feb 27, 2026 - May 19, 2026	-10.51% Feb 9, 2026 - Apr 13, 2026
#3	-1.76% Nov 26, 2025 - Feb 12, 2026	-9.41% Jul 16, 2024 - Sep 19, 2024
#4	-1.41% Oct 22, 2025 - Nov 25, 2025	-7.65% Mar 28, 2024 - Jul 15, 2024
#5	-1.12% Sep 11, 2025 - Oct 10, 2025	-7.56% Oct 27, 2025 - Dec 11, 2025
#6	-0.27% Sep 8, 2025 - Sep 10, 2025	-7.28% Oct 11, 2023 - Nov 14, 2023
#7	-0.25% Feb 13, 2026 - Feb 23, 2026	-4.98% Jun 30, 2026 - Jul 20, 2026
#8	-0.17% Oct 16, 2025 - Oct 21, 2025	-4.17% May 6, 2026 - May 26, 2026
#9	-0.11% Feb 23, 2026 - Feb 26, 2026	-4.10% Sep 22, 2025 - Oct 24, 2025
#10	-0.08% Oct 14, 2025 - Oct 16, 2025	-3.87% Jun 4, 2026 - Jun 12, 2026
#11	N/A	-3.85% Dec 28, 2023 - Jan 29, 2024
#12	N/A	-3.73% Nov 11, 2024 - Nov 22, 2024
#13	N/A	-3.59% Dec 11, 2025 - Jan 6, 2026
#14	N/A	-2.73% Jan 22, 2026 - Feb 6, 2026
#15	N/A	-2.59% Oct 18, 2024 - Nov 6, 2024