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UTEN vs. USVN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UTEN vs. USVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Treasury 10 Year Note ETF (UTEN) and US Treasury 7 Year Note ETF (USVN). The values are adjusted to include any dividend payments, if applicable.

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UTEN vs. USVN - Yearly Performance Comparison


2026 (YTD)202520242023
UTEN
US Treasury 10 Year Note ETF
-0.20%7.82%-1.67%-0.28%
USVN
US Treasury 7 Year Note ETF
-0.24%7.66%0.03%0.67%

Returns By Period

In the year-to-date period, UTEN achieves a -0.20% return, which is significantly higher than USVN's -0.24% return.


UTEN

1D
-0.14%
1M
-1.91%
YTD
-0.20%
6M
0.38%
1Y
3.19%
3Y*
1.60%
5Y*
10Y*

USVN

1D
-0.14%
1M
-1.64%
YTD
-0.24%
6M
0.41%
1Y
3.49%
3Y*
2.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UTEN vs. USVN - Expense Ratio Comparison

Both UTEN and USVN have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

UTEN vs. USVN — Risk / Return Rank

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

UTEN
UTEN Risk / Return Rank: 2828
Overall Rank
UTEN Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
UTEN Sortino Ratio Rank: 2626
Sortino Ratio Rank
UTEN Omega Ratio Rank: 2323
Omega Ratio Rank
UTEN Calmar Ratio Rank: 3434
Calmar Ratio Rank
UTEN Martin Ratio Rank: 2828
Martin Ratio Rank

USVN
USVN Risk / Return Rank: 3535
Overall Rank
USVN Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
USVN Sortino Ratio Rank: 3535
Sortino Ratio Rank
USVN Omega Ratio Rank: 2929
Omega Ratio Rank
USVN Calmar Ratio Rank: 4242
Calmar Ratio Rank
USVN Martin Ratio Rank: 3434
Martin Ratio Rank
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.

UTEN vs. USVN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for US Treasury 10 Year Note ETF (UTEN) and US Treasury 7 Year Note ETF (USVN). 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.


UTENUSVNDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.73

-0.19

Sortino ratio

Return per unit of downside risk

0.81

1.10

-0.29

Omega ratio

Gain probability vs. loss probability

1.09

1.13

-0.03

Calmar ratio

Return relative to maximum drawdown

0.94

1.26

-0.32

Martin ratio

Return relative to average drawdown

2.35

3.47

-1.12

UTEN vs. USVN - Sharpe Ratio Comparison

The current UTEN Sharpe Ratio is 0.55, which is comparable to the USVN Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of UTEN and USVN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


UTENUSVNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.73

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.45

-0.43

Correlation

The correlation between UTEN and USVN is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

UTEN vs. USVN - Dividend Comparison

UTEN's dividend yield for the trailing twelve months is around 4.07%, more than USVN's 3.75% yield.


TTM2025202420232022
UTEN
US Treasury 10 Year Note ETF
4.07%4.11%4.13%3.62%1.39%
USVN
US Treasury 7 Year Note ETF
3.75%3.81%4.07%2.91%0.00%

Drawdowns

UTEN vs. USVN - Drawdown Comparison

The maximum UTEN drawdown since its inception was -13.36%, which is greater than USVN's maximum drawdown of -8.27%. Use the drawdown chart below to compare losses from any high point for UTEN and USVN.


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Drawdown Indicators


UTENUSVNDifference

Max Drawdown

Largest peak-to-trough decline

-13.36%

-8.27%

-5.09%

Max Drawdown (1Y)

Largest decline over 1 year

-3.87%

-2.98%

-0.89%

Current Drawdown

Current decline from peak

-2.57%

-2.22%

-0.35%

Average Drawdown

Average peak-to-trough decline

-4.92%

-2.35%

-2.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.54%

1.08%

+0.46%

Volatility

UTEN vs. USVN - Volatility Comparison

US Treasury 10 Year Note ETF (UTEN) has a higher volatility of 2.09% compared to US Treasury 7 Year Note ETF (USVN) at 1.70%. This indicates that UTEN's price experiences larger fluctuations and is considered to be riskier than USVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTENUSVNDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

1.70%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

3.55%

2.90%

+0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

5.88%

4.79%

+1.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.17%

5.87%

+2.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.17%

5.87%

+2.30%