F/m US Treasury 5 Year Note ETF (UFIV) belongs to the Government Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with UFIV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UFIV
UFIV charges 0.15% annually. There are 51 ETFs in the Government Bonds category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab Short-Term U.S. Treasury ETF | 0.03% | 12.67B | Aug 2010 | UFIV vs SCHO | |
| Vanguard Intermediate-Term Treasury ETF | 0.03% | 49.50B | Nov 2009 | UFIV vs VGIT | |
| Vanguard Total Treasury ETF | 0.03% | 122.30M | Jul 2025 | UFIV vs VTG | |
| Vanguard Short-Term Treasury ETF | 0.03% | 33.90B | Nov 2009 | UFIV vs VGSH | |
| SPDR Portfolio Short Term Treasury ETF | 0.03% | 6.07B | Nov 2011 | UFIV vs SPTS |
Best Risk-Adjusted Alternatives to UFIV
UFIV has a PortfoliosLab risk / return rank of 20. There are 46 ETFs in the Government Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 100 | 46.75B | May 2007 | UFIV vs BIL | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 100 | 7.68B | Sep 2016 | UFIV vs GBIL | |
| iShares 0-1 Year Treasury Bond ETF | 100 | 20.86B | Jan 2007 | UFIV vs SHV | |
| WisdomTree Floating Rate Treasury Fund | 100 | 17.91B | Feb 2014 | UFIV vs USFR | |
| iShares Treasury Floating Rate Bond ETF | 100 | 6.55B | Feb 2014 | UFIV vs TFLO |
Top Performing UFIV Alternatives (YTD)
UFIV is at -0.86% YTD. There are 48 ETFs in the Government Bonds category with higher YTD returns, going as high as 4.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quadratic Deflation ETF | 4.72% | 67.49M | Sep 2021 | UFIV vs BNDD | |
| Simplify Treasury Option Income ETF | 2.36% | 474.96M | Oct 2022 | UFIV vs BUCK | |
| iShares Global Government Bond USD Hedged Active E... | 2.36% | 2.91B | Jun 2025 | UFIV vs GGOV | |
| WisdomTree Floating Rate Treasury Fund | 2.05% | 17.91B | Feb 2014 | UFIV vs USFR | |
| iShares Treasury Floating Rate Bond ETF | 2.02% | 6.55B | Feb 2014 | UFIV vs TFLO |
Lowest Volatility Alternatives to UFIV
UFIV has 3.20% 1-year volatility. There are 34 ETFs in the Government Bonds category with lower 1-year volatility, going as low as 0.20%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 0.20% | 46.75B | May 2007 | UFIV vs BIL | |
| iShares 0-1 Year Treasury Bond ETF | 0.21% | 20.86B | Jan 2007 | UFIV vs SHV | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 0.23% | 7.68B | Sep 2016 | UFIV vs GBIL | |
| WisdomTree Floating Rate Treasury Fund | 0.27% | 17.91B | Feb 2014 | UFIV vs USFR | |
| iShares Treasury Floating Rate Bond ETF | 0.29% | 6.55B | Feb 2014 | UFIV vs TFLO |
Lowest Drawdown Alternatives to UFIV
UFIV has a 1-year max drawdown of -2.71%. There are 32 ETFs in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | -0.01% | 46.75B | May 2007 | UFIV vs BIL | |
| iShares Treasury Floating Rate Bond ETF | -0.02% | 6.55B | Feb 2014 | UFIV vs TFLO | |
| WisdomTree Floating Rate Treasury Fund | -0.02% | 17.91B | Feb 2014 | UFIV vs USFR | |
| Goldman Sachs Access Treasury 0-1 Year ETF | -0.02% | 7.68B | Sep 2016 | UFIV vs GBIL | |
| iShares 0-1 Year Treasury Bond ETF | -0.03% | 20.86B | Jan 2007 | UFIV vs SHV |
Other ETFs from US Benchmark Series
The 7 most viewed US Benchmark Series ETFs shown here include XBIL, UTHY, UTEN and span 3 categories. AUM among these funds goes as high as $739M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| US Treasury 6 Month Bill ETF | Ultrashort Bond | 100 | 1.79% | 739.49M | Mar 2023 | UFIV vs XBIL | |
| US Treasury 30 Year Bond ETF | Government Bonds, Long-Term Bond | 13 | -1.49% | 163.42M | Mar 2023 | UFIV vs UTHY | |
| US Treasury 10 Year Note ETF | Government Bonds | 19 | -1.18% | 289.15M | Aug 2022 | UFIV vs UTEN | |
| US Treasury 2 Year Note ETF | Government Bonds | 79 | 0.36% | 481.92M | Aug 2022 | UFIV vs UTWO | |
| US Treasury 12 Month Bill ETF | Government Bonds, Ultrashort Bond | 99 | 1.41% | 301.16M | Nov 2022 | UFIV vs OBIL | |
| US Treasury 3 Year Note ETF | Government Bonds | 40 | -0.09% | 9.06M | Mar 2023 | UFIV vs UTRE | |
| US Treasury 7 Year Note ETF | Government Bonds | 19 | -1.08% | 8.36M | Mar 2023 | UFIV vs USVN |
Often Compared With UFIV
Investors most often compare UFIV with SGOV, FUMBX, MUB. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare UFIV with Any Fund or Stock
Compare UFIV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UFIV with funds that move differently
F/m US Treasury 5 Year Note ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UFIV.
Explore UFIV Diversifiers