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YFYA vs UTHY

Comparison between YIELDS FOR YOU INCOME STRATEGY A ETF (YFYA, ETF) and F/M US TREASURY 30 YEAR BOND ETF (UTHY, ETF).

YFYA vs UTHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
YFYA
$26M
UTHY
$26M
Expense Ratio
YFYA
1.25%
Winner
UTHY
0.15%
Max Drawdown
Winner
YFYA
2.94%
UTHY
24.77%
Sharpe Ratio
Winner
YFYA
0.18
UTHY
-0.06
5Y Beta
YFYA
0.07
Winner
UTHY
0.05

YFYA vs UTHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YFYA
+0.15%
UTHY
+0.05%
3M
Winner
YFYA
+0.54%
UTHY
-2.87%
6M
Winner
YFYA
+1.60%
UTHY
-1.14%
1Y
Winner
YFYA
+4.26%
UTHY
+2.50%
Max(CAGR)
Winner
YFYA
+3.21%
UTHY
-2.57%

YFYA vs UTHY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearYFYAUTHY
2026+1.22%-0.30%
2025+2.88%+3.46%
2024N/A-7.48%
2023N/A-2.67%

YFYA vs UTHY Drawdown Comparison

The maximum drawdown for YFYA was -2.29%, occurring on Apr 11, 2025. Recovery took 89 trading sessions.

The maximum drawdown for UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current YFYA drawdown is -0.91%. The current UTHY drawdown is -11.65%.

RankYFYAUTHY
#1-2.29%
Feb 24, 2025 - Jul 2, 2025
-21.84%
Apr 6, 2023 - Oct 19, 2023
#2-1.61%
Mar 10, 2026 - Apr 30, 2026
-0.17%
Mar 28, 2023 - Mar 30, 2023
#3-1.41%
Feb 27, 2026 - Mar 10, 2026
N/A
#4-0.91%
May 27, 2026 - Jun 5, 2026
N/A
#5-0.50%
Feb 11, 2026 - Feb 27, 2026
N/A
#6-0.43%
Jul 14, 2025 - Aug 12, 2025
N/A
#7-0.35%
Nov 28, 2025 - Dec 5, 2025
N/A
#8-0.35%
Dec 12, 2025 - Jan 2, 2026
N/A
#9-0.31%
Jan 15, 2026 - Jan 23, 2026
N/A
#10-0.30%
Jan 23, 2026 - Feb 11, 2026
N/A
#11-0.30%
Oct 27, 2025 - Nov 24, 2025
N/A
#12-0.23%
Feb 6, 2025 - Feb 13, 2025
N/A
#13-0.20%
Jul 2, 2025 - Jul 14, 2025
N/A
#14-0.15%
May 1, 2026 - May 26, 2026
N/A
#15-0.15%
Nov 24, 2025 - Nov 28, 2025
N/A

Correlation

Correlation between YFYA and UTHY is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (2023 - 2026)

YFYA vs UTHY dividend yield comparison.

YearYFYAUTHY
20262.55%1.96%
20253.67%4.53%
20240.00%4.58%
20230.00%2.81%

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