USFI vs. RAAR
USFI (BrandywineGLOBAL - U.S. Fixed Income ETF) and RAAR (Reckoner Yield Enhanced AAA CLO Reinvesting ETF) are both Actively Managed funds. Both are actively managed. Their 0.01 correlation means their historical movements had little consistent relationship. USFI charges 0.39%/yr vs 0.40%/yr for RAAR.
Performance
USFI vs. RAAR - Performance Comparison
Loading charts...
Returns By Period
USFI
- 1D
- -0.33%
- 1M
- -1.09%
- 6M
- 0.39%
- YTD
- 0.45%
- 1Y
- 3.87%
- 3Y*
- 3.61%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.79%
RAAR
- 1D
- 0.06%
- 1M
- 0.76%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.73K | $139.03K | $102.06K | |
| $228.87 | $276.61 | $7.08K |
USFI vs. RAAR - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 0.08% |
RAAR Reckoner Yield Enhanced AAA CLO Reinvesting ETF | 2.32% |
Correlation
The correlation between USFI and RAAR is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 11, 2026 | 0.01 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USFI vs. RAAR — Risk / Return Rank
USFI
RAAR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USFI vs. RAAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - U.S. Fixed Income ETF (USFI) and Reckoner Yield Enhanced AAA CLO Reinvesting ETF (RAAR). 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.
| USFI | RAAR | 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 | 3.52 | — | — |
| Martin ratioReturn relative to average drawdown | 8.32 | — | — |
Loading charts...
Drawdowns
USFI vs. RAAR - Drawdown Comparison
The maximum USFI drawdown since its inception was -8.47%, which is greater than RAAR's maximum drawdown of -0.65%. Use the drawdown chart below to compare losses from any high point for USFI and RAAR.
Loading charts...
Drawdown Indicators
| USFI | RAAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.47% | -0.65% | -7.82% |
Max Drawdown (1Y)Largest decline over 1 year | -1.11% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -8.47% | — | — |
Current DrawdownCurrent decline from peak | -1.11% | 0.00% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -0.08% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | — | — |
Volatility
USFI vs. RAAR - Volatility Comparison
Loading charts...
Volatility by Period
| USFI | RAAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 1.84% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.85% | 1.84% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.85% | 1.84% | +5.01% |
USFI vs. RAAR - Expense Ratio Comparison
USFI has a 0.39% expense ratio, which is lower than RAAR's 0.40% expense ratio.
Dividends
USFI vs. RAAR - Dividend Comparison
USFI's dividend yield for the trailing twelve months is around 4.46%, while RAAR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
RAAR Reckoner Yield Enhanced AAA CLO Reinvesting ETF | 0.00% | 0.00% | 0.00% | 0.00% |
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 4.46% | 4.42% | 4.60% | 1.83% |
Frequently Asked Questions
USFI and RAAR have a correlation of 0.01, 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 0.40% for RAAR.
USFI has the higher dividend yield at 4.46%, compared with 0.00% for RAAR.
They also come from different issuers: BrandywineGLOBAL and Reckoner. Their fees differ too: 0.39% for USFI and 0.40% for RAAR.
Find the right allocation for USFI and RAAR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer