The RBB Fund, Inc.- US Treasury 5 Year Note ETF (UFIV) Alternatives
The RBB Fund, Inc.- 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UFIV
UFIV charges 0.15% annually. Among ETFs in the Government Bonds category, these options have the lowest expense ratios among UFIV alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| SPDR Portfolio Long Term Treasury ETF | 0.03% | May 23, 2007 | UFIV vs SPTL | |
| Schwab Long-Term U.S. Treasury ETF | 0.03% | Oct 10, 2019 | UFIV vs SCHQ | |
| BondBloxx Bloomberg Six Month Target Duration US T... | 0.03% | Sep 13, 2022 | UFIV vs XHLF | |
| Bondbloxx Bloomberg One Year Target Duration US Tr... | 0.03% | Sep 13, 2022 | UFIV vs XONE | |
| Schwab Mortgage-Backed Securities ETF | 0.03% | Nov 18, 2024 | UFIV vs SMBS |
Best Risk-Adjusted Alternatives to UFIV
Among ETFs in the Government Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SPDR Barclays 1-3 Month T-Bill ETF | 100 | May 25, 2007 | UFIV vs BIL | |
| iShares Short Treasury Bond ETF | 100 | Jan 11, 2007 | UFIV vs SHV | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 100 | Sep 6, 2016 | UFIV vs GBIL | |
| iShares Treasury Floating Rate Bond ETF | 100 | Feb 3, 2014 | UFIV vs TFLO | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | 100 | Feb 4, 2014 | UFIV vs USFR |
Top Performing UFIV Alternatives (YTD)
UFIV alternatives from the Government Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SoFi Enhanced Yield ETF | 4.64% | Nov 14, 2023 | UFIV vs THTA | |
| Quadratic Deflation ETF | 3.43% | Sep 16, 2021 | UFIV vs BNDD | |
| Simplify Stable Income ETF | 1.15% | Oct 27, 2022 | UFIV vs BUCK | |
| iShares Treasury Floating Rate Bond ETF | 0.94% | Feb 3, 2014 | UFIV vs TFLO | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | 0.93% | Feb 4, 2014 | UFIV vs USFR |
Lowest Volatility Alternatives to UFIV
UFIV alternatives from the Government Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| iShares iBonds Dec 2024 Term Treasury ETF | 0.00% | Feb 25, 2020 | UFIV vs IBTE | |
| iShares Short Treasury Bond ETF | 0.21% | Jan 11, 2007 | UFIV vs SHV | |
| SPDR Barclays 1-3 Month T-Bill ETF | 0.21% | May 25, 2007 | UFIV vs BIL | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 0.25% | Sep 6, 2016 | UFIV vs GBIL | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | 0.29% | Feb 4, 2014 | UFIV vs USFR |
Lowest Drawdown Alternatives to UFIV
UFIV alternatives from the Government Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| iShares Short Treasury Bond ETF | -0.01% | Jan 11, 2007 | UFIV vs SHV | |
| SPDR Barclays 1-3 Month T-Bill ETF | -0.01% | May 25, 2007 | UFIV vs BIL | |
| iShares Treasury Floating Rate Bond ETF | -0.02% | Feb 3, 2014 | UFIV vs TFLO | |
| Goldman Sachs Access Treasury 0-1 Year ETF | -0.02% | Sep 6, 2016 | UFIV vs GBIL | |
| BondBloxx Bloomberg Six Month Target Duration US T... | -0.04% | Sep 13, 2022 | UFIV vs XHLF |
Other ETFs from US Benchmark Series
Most popular US Benchmark Series ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| US Treasury 3 Month Bill ETF | Ultrashort Bond | 100 | 0.87% | Aug 8, 2022 | UFIV vs TBIL | |
| US Treasury 6 Month Bill ETF | Ultrashort Bond | 100 | 0.83% | Mar 6, 2023 | UFIV vs XBIL | |
| US Treasury 30 Year Bond ETF | Government Bonds | 9 | 0.02% | Mar 27, 2023 | UFIV vs UTHY | |
| US Treasury 10 Year Note ETF | Government Bonds | 28 | -0.20% | Aug 8, 2022 | UFIV vs UTEN | |
| US Treasury 2 Year Note ETF | Government Bonds | 94 | 0.20% | Aug 8, 2022 | UFIV vs UTWO | |
| US Treasury 12 Month Bill ETF | Government Bonds | 99 | 0.63% | Nov 14, 2022 | UFIV vs OBIL | |
| US Treasury 3 Year Note ETF | Government Bonds | 79 | 0.08% | Mar 27, 2023 | UFIV vs UTRE | |
| US Treasury 7 Year Note ETF | Government Bonds | 35 | -0.24% | Mar 27, 2023 | UFIV vs USVN |
Often Compared With UFIV
What investors most often compare with UFIV, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.88% | May 26, 2020 | UFIV vs SGOV | |
| Vanguard Intermediate-Term Treasury ETF | Government Bonds | 54 | -0.10% | Nov 19, 2009 | UFIV vs VGIT | |
| iShares National AMT-Free Muni Bond ETF | Municipal Bonds | 49 | 0.04% | Sep 7, 2007 | UFIV vs MUB | |
| Fidelity Total Bond ETF | Intermediate Core-Plus Bond, Actively Managed | 54 | 0.12% | Oct 6, 2014 | UFIV vs FBND | |
| iShares iBoxx $ Investment Grade Corporate Bond ET... | Corporate Bonds | 39 | -0.27% | Jul 26, 2002 | UFIV vs LQD | |
| Fidelity Short-Term Treasury Bond Index Fund | Government Bonds | 85 | -0.10% | Dec 20, 2005 | UFIV vs FUMBX | |
| State Street SPDR Portfolio Treasury ETF | Government Bonds | 34 | 0.07% | May 20, 2024 | UFIV vs SPTB | |
| iShares iBonds Dec 2025 Term Treasury ETF | Government Bonds | 99 | 0.00% | Feb 25, 2020 | UFIV vs IBTF | |
| SPDR Portfolio Short Term Treasury ETF | Government Bonds, Short-Term Bond | 96 | 0.29% | Nov 30, 2011 | UFIV vs SPTS | |
| Vanguard Long-Term Treasury ETF | Government Bonds, Long-Term Bond | 11 | -0.14% | Nov 19, 2009 | UFIV vs VGLT |
Compare UFIV with Any Fund or Stock
Compare UFIV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.