STRN vs. USFI
STRN (SMART Trend ETF) and USFI (BrandywineGLOBAL - U.S. Fixed Income ETF) are both Actively Managed funds. Both are actively managed. Their 0.20 correlation means their historical movements had little consistent relationship. STRN charges 0.59%/yr vs 0.39%/yr for USFI.
Performance
STRN vs. USFI - Performance Comparison
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Returns By Period
In the year-to-date period, STRN achieves a 16.58% return, which is significantly higher than USFI's 0.61% return.
STRN
- 1D
- 3.93%
- 1M
- -10.65%
- 6M
- 9.33%
- YTD
- 16.58%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
USFI
- 1D
- 0.16%
- 1M
- -0.53%
- 6M
- 0.50%
- YTD
- 0.61%
- 1Y
- 3.96%
- 3Y*
- 3.64%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
STRN SMART Trend ETF | $220.19K | $328.57K | $329.01K |
| $226.36 | $276.51 | $7.09K |
STRN vs. USFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRN SMART Trend ETF | 16.58% | 10.48% |
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 0.61% | 2.77% |
Correlation
The correlation between STRN and USFI is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.20 |
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Return for Risk
STRN vs. USFI — Risk / Return Rank
STRN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USFI
STRN vs. USFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Trend ETF (STRN) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STRN | USFI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.60 | — |
| Martin ratioReturn relative to average drawdown | — | 8.43 | — |
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Drawdowns
STRN vs. USFI - Drawdown Comparison
The maximum STRN drawdown since its inception was -15.43%, which is greater than USFI's maximum drawdown of -8.47%. Use the drawdown chart below to compare losses from any high point for STRN and USFI.
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Drawdown Indicators
| STRN | USFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.43% | -8.47% | -6.96% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.11% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.72% | — |
Current DrawdownCurrent decline from peak | -10.97% | -0.94% | -10.03% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -2.06% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.47% | — |
Volatility
STRN vs. USFI - Volatility Comparison
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Volatility by Period
| STRN | USFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.74% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.66% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.18% | 3.20% | +23.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.18% | 6.85% | +20.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.18% | 6.85% | +20.33% |
STRN vs. USFI - Expense Ratio Comparison
STRN has a 0.59% expense ratio, which is higher than USFI's 0.39% expense ratio.
Dividends
STRN vs. USFI - Dividend Comparison
STRN's dividend yield for the trailing twelve months is around 0.16%, less than USFI's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
STRN SMART Trend ETF | 0.16% | 0.18% | 0.00% | 0.00% |
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 4.46% | 4.42% | 4.60% | 1.83% |
Frequently Asked Questions
STRN and USFI have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USFI is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USFI is cheaper with a 0.39% expense ratio, compared with 0.59% for STRN.
USFI has the higher dividend yield at 4.46%, compared with 0.16% for STRN.
They also come from different issuers: SmartWay and BrandywineGLOBAL. Their fees differ too: 0.59% for STRN and 0.39% for USFI.
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