UTRE vs BELT

Comparison between F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF) and BlackRock Long-Term U.S. Equity ETF (BELT, ETF).

UTRE vs BELT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTRE(ETF)	BELT(ETF)
Net Assets	$9.80M	$9.70M
Expense Ratio	0.15%	0.75%
Max Drawdown	4.36%	23.05%
Sharpe Ratio	-0.39	1.05
5Y Beta	-0.02	1.18
P/E Ratio	N/A	38.31
Forward P/E	N/A	30.80
PEG Ratio	N/A	0.66
5Y EPS CAGR	N/A	27.71%
Debt to Equity	N/A	53.72%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	9.68

Net Assets

Winner

UTRE

$9.80M

BELT

$9.70M

Expense Ratio

Winner

UTRE

0.15%

BELT

0.75%

Max Drawdown

Winner

UTRE

4.36%

BELT

23.05%

Sharpe Ratio

UTRE

-0.39

Winner

BELT

1.05

5Y Beta

Winner

UTRE

-0.02

BELT

1.18

P/E Ratio

UTRE

N/A

BELT

38.31

Forward P/E

UTRE

N/A

BELT

30.80

PEG Ratio

UTRE

N/A

BELT

0.66

5Y EPS CAGR

UTRE

N/A

BELT

27.71%

Debt to Equity

UTRE

N/A

BELT

53.72%

P/S Ratio

UTRE

N/A

BELT

7.38

P/B Ratio

UTRE

N/A

BELT

9.68

UTRE vs BELT - Historical Returns

Returns include dividend reinvestment.

Period	UTRE	BELT
1 month	+0.05%	-2.38%
3 months	-0.05%	+15.25%
6 months	+0.33%	+15.60%
1 year	+2.80%	+22.96%
Max(CAGR)	+3.36%	+12.86%

Winner

UTRE

+0.05%

BELT

-2.38%

UTRE

-0.05%

Winner

BELT

+15.25%

UTRE

+0.33%

Winner

BELT

+15.60%

UTRE

+2.80%

Winner

BELT

+22.96%

Max(CAGR)

UTRE

+3.36%

Winner

BELT

+12.86%

UTRE vs BELT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	UTRE	BELT
2026	+0.04%	+14.21%
2025	+5.76%	+12.19%
2024	+3.19%	-1.97%
2023	+2.16%	N/A

UTRE vs BELT Drawdown Comparison

The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.

The maximum drawdown for BELT was -23.05%, occurring on Apr 8, 2025. Recovery took 133 trading sessions.

The current UTRE drawdown is -0.95%. The current BELT drawdown is -3.56%.

Rank	UTRE	BELT
#1	-2.80% May 4, 2023 - Dec 13, 2023	-23.05% Dec 11, 2024 - Jun 26, 2025
#2	-1.86% Sep 16, 2024 - Feb 26, 2025	-11.47% Oct 29, 2025 - Apr 10, 2026
#3	-1.63% Feb 1, 2024 - Jun 13, 2024	-10.87% Jul 5, 2024 - Oct 14, 2024
#4	-1.44% Feb 27, 2026 - Mar 26, 2026	-6.60% May 11, 2026 - Jun 10, 2026
#5	-1.21% Apr 30, 2025 - Jun 25, 2025	-3.84% Oct 14, 2024 - Nov 7, 2024
#6	-0.97% Apr 5, 2023 - Apr 25, 2023	-3.42% Jul 28, 2025 - Sep 15, 2025
#7	-0.89% Apr 4, 2025 - Apr 28, 2025	-2.92% Nov 11, 2024 - Dec 2, 2024
#8	-0.62% Apr 25, 2023 - May 3, 2023	-2.90% Oct 8, 2025 - Oct 22, 2025
#9	-0.58% Jan 12, 2024 - Feb 1, 2024	-2.41% Sep 22, 2025 - Oct 6, 2025
#10	-0.49% Jun 30, 2025 - Aug 1, 2025	-2.19% Jun 18, 2024 - Jul 5, 2024
#11	-0.46% Aug 2, 2024 - Aug 21, 2024	-1.36% Apr 27, 2026 - Apr 30, 2026
#12	-0.45% Sep 8, 2025 - Oct 10, 2025	-1.22% Jul 9, 2025 - Jul 23, 2025
#13	-0.45% Oct 16, 2025 - Nov 21, 2025	-1.06% Jun 30, 2025 - Jul 3, 2025
#14	-0.41% Dec 27, 2023 - Jan 11, 2024	-0.97% Apr 17, 2026 - Apr 24, 2026
#15	-0.40% Nov 25, 2025 - Dec 16, 2025	-0.94% Jul 3, 2025 - Jul 9, 2025