UTWO vs BGR
Comparison between F/M US TREASURY 2 YEAR NOTE ETF (UTWO, ETF) and Blackrock Energy & Resources Trust (BGR, ETF).
UTWO vs BGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTWO
$439M
Winner
BGR
$441M
Expense Ratio
UTWO
0.15%
BGR
N/A
Max Drawdown
Winner
UTWO
4.63%
BGR
87.71%
Sharpe Ratio
UTWO
-0.62
Winner
BGR
0.95
5Y Beta
Winner
UTWO
-0.01
BGR
0.43
5Y Dividends CAGR
UTWO
N/A
BGR
18.60%
UTWO vs BGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UTWO
+0.03%
BGR
-9.90%
3M
Winner
UTWO
-0.08%
BGR
-7.26%
6M
UTWO
+0.36%
Winner
BGR
+16.30%
1Y
UTWO
+2.87%
Winner
BGR
+21.22%
5Y(CAGR)
UTWO
N/A
BGR
+16.45%
10Y(CAGR)
UTWO
N/A
BGR
+7.93%
Max(CAGR)
UTWO
+2.92%
Winner
BGR
+5.85%
UTWO vs BGR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UTWO | BGR |
|---|---|---|
| 2026 | +0.19% | +11.89% |
| 2025 | +4.82% | +15.82% |
| 2024 | +3.83% | +6.81% |
| 2023 | +3.41% | +8.65% |
| 2022 | -0.81% | +35.34% |
| 2021 | N/A | +40.63% |
| 2020 | N/A | -36.99% |
| 2019 | N/A | +19.20% |
| 2018 | N/A | -22.52% |
| 2017 | N/A | +3.74% |
| 2016 | N/A | +22.24% |
| 2015 | N/A | -33.12% |
| 2014 | N/A | -7.63% |
| 2013 | N/A | +18.24% |
| 2012 | N/A | +0.04% |
| 2011 | N/A | -9.68% |
| 2010 | N/A | +16.48% |
| 2009 | N/A | +67.69% |
| 2008 | N/A | -48.37% |
| 2007 | N/A | +30.98% |
| 2006 | N/A | +15.81% |
| 2005 | N/A | +11.02% |
| 2004 | N/A | +0.12% |
UTWO vs BGR Drawdown Comparison
The maximum drawdown for UTWO was -2.04%, occurring on Nov 7, 2022. Recovery took 144 trading sessions.
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The current UTWO drawdown is -0.49%. The current BGR drawdown is -12.38%.
| Rank | UTWO | BGR |
|---|---|---|
| #1 | -2.04% Aug 15, 2022 - Mar 13, 2023 | -72.81% Jul 24, 2014 - Apr 1, 2024 |
| #2 | -1.82% May 4, 2023 - Nov 28, 2023 | -69.70% Jul 1, 2008 - Feb 25, 2011 |
| #3 | -1.08% Sep 24, 2024 - Jan 31, 2025 | -31.48% Apr 5, 2011 - Dec 26, 2013 |
| #4 | -0.90% Feb 27, 2026 - Mar 26, 2026 | -20.56% Jul 17, 2007 - Dec 26, 2007 |
| #5 | -0.77% Apr 30, 2025 - Jun 24, 2025 | -18.26% Feb 19, 2025 - Jun 20, 2025 |
| #6 | -0.75% Apr 5, 2023 - May 3, 2023 | -14.27% Jan 3, 2008 - Feb 26, 2008 |
| #7 | -0.75% Feb 1, 2024 - May 15, 2024 | -12.38% Mar 27, 2026 - Jun 17, 2026 |
| #8 | -0.64% Mar 24, 2023 - Apr 5, 2023 | -12.37% Oct 3, 2005 - Jan 10, 2006 |
| #9 | -0.58% Mar 17, 2023 - Mar 23, 2023 | -12.12% Mar 4, 2005 - Jul 5, 2005 |
| #10 | -0.47% Apr 4, 2025 - Apr 28, 2025 | -11.34% Feb 28, 2008 - Apr 8, 2008 |
| #11 | -0.45% Mar 15, 2023 - Mar 17, 2023 | -9.69% Jan 7, 2014 - Apr 9, 2014 |
| #12 | -0.39% Jan 12, 2024 - Jan 31, 2024 | -9.38% May 10, 2006 - Oct 19, 2006 |
| #13 | -0.39% Mar 13, 2023 - Mar 15, 2023 | -8.60% Nov 26, 2024 - Feb 11, 2025 |
| #14 | -0.32% May 15, 2024 - Jun 3, 2024 | -7.67% Aug 26, 2024 - Oct 3, 2024 |
| #15 | -0.32% Jun 30, 2025 - Aug 1, 2025 | -7.45% Jan 30, 2006 - Apr 19, 2006 |
Correlation
Correlation between UTWO and BGR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2005 - 2026)
UTWO vs BGR dividend yield comparison.
| Year | UTWO | BGR |
|---|---|---|
| 2026 | 1.45% | 3.90% |
| 2025 | 3.63% | 8.62% |
| 2024 | 4.22% | 6.66% |
| 2023 | 4.39% | 6.22% |
| 2022 | 1.22% | 4.62% |
| 2021 | 0.00% | 4.75% |
| 2020 | 0.00% | 9.26% |
| 2019 | 0.00% | 7.84% |
| 2018 | 0.00% | 8.91% |
| 2017 | 0.00% | 6.57% |
| 2016 | 0.00% | 6.90% |
| 2015 | 0.00% | 11.93% |
| 2014 | 0.00% | 13.16% |
| 2013 | 0.00% | 16.95% |
| 2012 | 0.00% | 6.88% |
| 2011 | 0.00% | 7.23% |
| 2010 | 0.00% | 5.64% |
| 2009 | 0.00% | 6.32% |
| 2008 | 0.00% | 10.25% |
| 2007 | 0.00% | 10.87% |
| 2006 | 0.00% | 9.15% |
| 2005 | 0.00% | 8.43% |
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