UTEN vs SPTB
Comparison between F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF).
UTEN vs SPTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTEN
$287M
Winner
SPTB
$287M
Expense Ratio
UTEN
0.15%
Winner
SPTB
0.03%
Max Drawdown
UTEN
16.76%
Winner
SPTB
6.47%
Sharpe Ratio
Winner
UTEN
-0.44
SPTB
-0.52
5Y Beta
UTEN
0.01
Winner
SPTB
0.00
UTEN vs SPTB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UTEN
+0.83%
SPTB
+0.72%
3M
UTEN
+0.11%
Winner
SPTB
+0.39%
6M
UTEN
-2.37%
Winner
SPTB
-1.23%
1Y
UTEN
+1.66%
Winner
SPTB
+2.07%
5Y(CAGR)
UTEN
+0.02%
SPTB
N/A
Max(CAGR)
UTEN
+0.02%
Winner
SPTB
+3.74%
UTEN vs SPTB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | UTEN | SPTB |
|---|---|---|
| 2026 | -0.63% | +0.21% |
| 2025 | +7.85% | +6.10% |
| 2024 | -1.27% | +2.17% |
| 2023 | +2.37% | N/A |
| 2022 | -7.80% | N/A |
UTEN vs SPTB Drawdown Comparison
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The current UTEN drawdown is -3.09%. The current SPTB drawdown is -1.68%.
| Rank | UTEN | SPTB |
|---|---|---|
| #1 | -13.36% Aug 10, 2022 - Sep 5, 2025 | -4.96% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -4.57% Feb 27, 2026 - May 19, 2026 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #3 | -1.76% Nov 26, 2025 - Feb 12, 2026 | -2.66% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -1.41% Oct 22, 2025 - Nov 25, 2025 | -1.33% Jun 14, 2024 - Jul 11, 2024 |
| #5 | -1.12% Sep 11, 2025 - Oct 10, 2025 | -1.20% Aug 5, 2024 - Aug 21, 2024 |
| #6 | -0.27% Sep 8, 2025 - Sep 10, 2025 | -1.01% Oct 22, 2025 - Nov 26, 2025 |
| #7 | -0.25% Feb 13, 2026 - Feb 23, 2026 | -0.98% May 21, 2024 - Jun 3, 2024 |
| #8 | -0.17% Oct 16, 2025 - Oct 21, 2025 | -0.92% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -0.90% Nov 26, 2025 - Feb 10, 2026 |
| #10 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -0.67% Jul 17, 2024 - Jul 30, 2024 |
| #11 | N/A | -0.66% Sep 16, 2025 - Oct 10, 2025 |
| #12 | N/A | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #13 | N/A | -0.56% Aug 5, 2025 - Aug 27, 2025 |
| #14 | N/A | -0.27% Aug 28, 2025 - Sep 3, 2025 |
| #15 | N/A | -0.22% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between UTEN and SPTB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
UTEN vs SPTB dividend yield comparison.
| Year | UTEN | SPTB |
|---|---|---|
| 2026 | 2.39% | 2.39% |
| 2025 | 4.11% | 4.23% |
| 2024 | 4.13% | 2.76% |
| 2023 | 3.62% | 0.00% |
| 2022 | 1.39% | 0.00% |
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