TABD vs. USFI

Last updated Jul 10, 2026

TABD (Transamerica Bond Active ETF) and USFI (BrandywineGLOBAL - U.S. Fixed Income ETF) are both Actively Managed funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. Both charge a 0.39% expense ratio.

Performance

TABD vs. USFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica Bond Active ETF (TABD) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TABD achieves a 0.72% return, which is significantly lower than USFI's 1.17% return.

TABD

• 1D: 0.11%
• 1M: 0.21%
• 6M: 0.68%
• YTD: 0.72%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USFI

• 1D: 0.20%
• 1M: 0.14%
• 6M: 1.09%
• YTD: 1.17%
• 1Y: 4.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TABD vs. USFI - Yearly Performance Comparison

	2026 (YTD)	2025
TABD Transamerica Bond Active ETF	0.72%	0.35%
USFI BrandywineGLOBAL - U.S. Fixed Income ETF	1.17%	0.23%

Correlation

The correlation between TABD and USFI is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 16, 2025	0.80

Return for Risk

TABD vs. USFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TABD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

USFI

USFI Risk / Return Rank: 68
USFI Sharpe Ratio Rank: 55
USFI Sortino Ratio Rank: 65
USFI Omega Ratio Rank: 57
USFI Calmar Ratio Rank: 91
USFI Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TABD vs. USFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica Bond Active ETF (TABD) 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.

	TABD	USFI	Difference
Sharpe ratio: Return per unit of total volatility	—	1.50	—
Sortino ratio: Return per unit of downside risk	—	2.40	—
Omega ratio: Gain probability vs. loss probability	—	1.28	—
Calmar ratio: Return relative to maximum drawdown	—	4.62	—
Martin ratio: Return relative to average drawdown	—	11.07	—

Drawdowns

TABD vs. USFI - Drawdown Comparison

The maximum TABD drawdown since its inception was -3.01%, smaller than the maximum USFI drawdown of -8.47%. Use the drawdown chart below to compare losses from any high point for TABD and USFI.

Drawdown Indicators

	TABD	USFI	Difference
Max Drawdown Largest peak-to-trough decline	-3.01%	-8.47%	+5.46%
Max Drawdown (1Y) Largest decline over 1 year	—	-1.07%	—
Current Drawdown Current decline from peak	-1.36%	-0.39%	-0.97%
Average Drawdown Average peak-to-trough decline	-1.00%	-2.09%	+1.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.45%	—

Volatility

Volatility by Period

	TABD	USFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.90%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.61%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.88%	3.36%	+0.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.88%	6.91%	-3.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.88%	6.91%	-3.03%

TABD vs. USFI - Expense Ratio Comparison

Both TABD and USFI have an expense ratio of 0.39%.

Dividends

TABD vs. USFI - Dividend Comparison

TABD's dividend yield for the trailing twelve months is around 2.10%, less than USFI's 4.43% yield.

Position	TTM	2025	2024	2023
TABD Transamerica Bond Active ETF	2.10%	0.15%	0.00%	0.00%
USFI BrandywineGLOBAL - U.S. Fixed Income ETF	4.43%	4.42%	4.60%	1.83%

Frequently Asked Questions

Can I hold both TABD and USFI in my portfolio?

TABD and USFI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TABD or USFI?

Both ETFs have the same 0.39% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TABD or USFI?

TABD and USFI have the same expense ratio: 0.39% per year.

Which ETF pays a higher dividend yield, TABD or USFI?

USFI has the higher dividend yield at 4.43%, compared with 2.10% for TABD.

What is the main difference between TABD and USFI?

They also come from different issuers: Transamerica and BrandywineGLOBAL.