UFIV

US Treasury 5 Year Note ETF

$49.30

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The UFIV - US Treasury 5 Year Note ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the U.S. Treasury 5-Year Note Index.

Overview

ETF tracking US Treasury 5 Year Note ETF

Category Treasury

Issuer Other

Inception Date 2023-03-28

Market Cap $30.1M

Average Volume N/A

Dividend Yield 3.11%

52-Week Range $47.42 - $49.72

VWAP $49.35

Performance

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Investment Summary

📎 Investment Objective

The UFIV - US Treasury 5 Year Note ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the U.S. Treasury 5-Year Note Index.

🎯 Investment Strategy

The ETF invests in a portfolio of U.S. Treasury securities with a target maturity of approximately 5 years. The fund aims to replicate the performance of the underlying index by holding the same securities in similar proportions.

✨ Key Features

Exposure to U.S. Treasury 5-year notes
Passively managed to track the performance of the underlying index
Low expense ratio of 0.00%
Provides a low-cost way to gain exposure to short-term U.S. government debt

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline due to rising interest rates
Credit risk: The risk that the U.S. government may default on its debt obligations
Liquidity risk: The fund may have difficulty selling its holdings in times of market stress
Tracking error risk: The fund may not perfectly track the performance of the underlying index

👤 Best For

This ETF may be suitable for investors seeking low-risk, short-term exposure to U.S. government debt as part of a diversified portfolio. It may be particularly appealing to conservative investors or those looking to reduce portfolio volatility.