ESGU vs USFR
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF).
5-Year PerformanceESGU has outperformed USFR, delivering a return of +11.9% compared to +3.8%
ESGU vs USFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESGU vs USFR - Historical Returns
Returns include dividend reinvestment.
ESGU vs USFR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | USFR |
|---|---|---|
| 2026 | +10.46% | +2.09% |
| 2025 | +17.06% | +4.21% |
| 2024 | +25.17% | +5.42% |
| 2023 | +26.27% | +5.18% |
| 2022 | -20.66% | +1.98% |
| 2021 | +28.59% | -0.03% |
| 2020 | +21.43% | +0.52% |
| 2019 | +32.20% | +2.02% |
| 2018 | -4.52% | +1.72% |
| 2017 | +21.07% | +1.03% |
| 2016 | +1.79% | +0.90% |
| 2015 | N/A | -0.12% |
| 2014 | N/A | -0.64% |
ESGU vs USFR Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The current ESGU drawdown is -1.19%. The current USFR drawdown is -0.02%.
| Rank | ESGU | USFR |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -1.36% Jun 15, 2015 - Feb 14, 2017 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -1.06% Feb 4, 2014 - Apr 20, 2015 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -0.80% Nov 17, 2017 - Apr 2, 2018 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -0.40% Jun 26, 2017 - Jul 28, 2017 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -0.35% Apr 20, 2015 - Jun 15, 2015 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -0.31% Jul 28, 2017 - Aug 4, 2017 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -0.30% Apr 3, 2017 - May 24, 2017 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -0.28% Feb 17, 2017 - Apr 3, 2017 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -0.28% Aug 4, 2017 - Sep 8, 2017 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -0.23% Feb 24, 2020 - Mar 19, 2020 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -0.22% Mar 19, 2020 - Apr 8, 2020 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -0.18% May 6, 2020 - Aug 7, 2020 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -0.18% May 2, 2022 - Jun 29, 2022 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -0.15% Sep 26, 2017 - Oct 25, 2017 |
| #15 | -4.57% Jun 2, 2026 - Jun 10, 2026 | -0.12% Oct 1, 2020 - Jan 25, 2022 |
Correlation
Correlation between ESGU and USFR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
ESGU vs USFR dividend yield comparison.
| Year | ESGU | USFR |
|---|---|---|
| 2026 | 0.43% | 1.80% |
| 2025 | 0.99% | 4.15% |
| 2024 | 1.18% | 5.17% |
| 2023 | 1.43% | 5.12% |
| 2022 | 1.58% | 1.78% |
| 2021 | 1.06% | 0.01% |
| 2020 | 1.27% | 0.40% |
| 2019 | 1.32% | 2.08% |
| 2018 | 1.73% | 1.67% |
| 2017 | 1.82% | 1.03% |
| 2016 | 0.00% | 0.29% |
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