FLRN vs WTV

Comparison between SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

5-Year PerformanceWTV has outperformed FLRN, delivering a return of +13.2% compared to +4.1%

FLRN vs WTV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLRN(ETF)	WTV(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.15%	0.12%
Max Drawdown	20.15%	42.18%
Sharpe Ratio	1.82	1.55
5Y Beta	0.05	0.81
P/E Ratio	N/A	20.50
Forward P/E	N/A	13.78
PEG Ratio	N/A	0.38
5Y Dividends CAGR	44.39%	17.94%
5Y EPS CAGR	N/A	16.79%
Debt to Equity	N/A	-19.14%
P/S Ratio	N/A	1.27
P/B Ratio	N/A	2.40

Net Assets

FLRN

$2.80B

WTV

$2.80B

Expense Ratio

FLRN

0.15%

Winner

WTV

0.12%

Max Drawdown

Winner

FLRN

20.15%

WTV

42.18%

Sharpe Ratio

Winner

FLRN

1.82

WTV

1.55

5Y Beta

Winner

FLRN

0.05

WTV

0.81

P/E Ratio

FLRN

N/A

WTV

20.50

Forward P/E

FLRN

N/A

WTV

13.78

PEG Ratio

FLRN

N/A

WTV

0.38

5Y Dividends CAGR

Winner

FLRN

44.39%

WTV

17.94%

5Y EPS CAGR

FLRN

N/A

WTV

16.79%

Debt to Equity

FLRN

N/A

WTV

-19.14%

P/S Ratio

FLRN

N/A

WTV

1.27

P/B Ratio

FLRN

N/A

WTV

2.40

FLRN vs WTV - Historical Returns

Returns include dividend reinvestment.

Period	FLRN	WTV
1 month	+0.41%	+3.27%
3 months	+0.99%	+0.72%
6 months	+2.08%	+9.76%
1 year	+4.92%	+20.77%
5 years(CAGR)	+4.12%	+13.23%
10 years(CAGR)	+2.98%	+13.16%
Max(CAGR)	+2.45%	+13.16%

FLRN

+0.41%

Winner

WTV

+3.27%

Winner

FLRN

+0.99%

WTV

+0.72%

FLRN

+2.08%

Winner

WTV

+9.76%

FLRN

+4.92%

Winner

WTV

+20.77%

5Y(CAGR)

FLRN

+4.12%

Winner

WTV

+13.23%

10Y(CAGR)

FLRN

+2.98%

Winner

WTV

+13.16%

Max(CAGR)

FLRN

+2.45%

Winner

WTV

+13.16%

FLRN vs WTV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FLRN	WTV
2026	+1.45%	+6.25%
2025	+4.97%	+14.03%
2024	+6.28%	+23.99%
2023	+6.50%	+22.85%
2022	+1.28%	-8.18%
2021	+0.33%	+31.79%
2020	+0.80%	+5.42%
2019	+4.16%	+29.11%
2018	+1.43%	-8.58%
2017	+1.91%	+1.14%
2016	+1.73%	N/A
2015	+0.47%	N/A
2014	+0.07%	N/A
2013	+0.87%	N/A
2012	+2.91%	N/A
2011	+0.86%	N/A

FLRN vs WTV Drawdown Comparison

The maximum drawdown for FLRN was -14.64%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current FLRN drawdown is -0.03%. The current WTV drawdown is -0.83%.

Rank	FLRN	WTV
#1	-14.64% Feb 21, 2020 - Aug 5, 2020	-42.18% Jan 16, 2020 - Nov 23, 2020
#2	-7.84% Jan 17, 2012 - May 2, 2018	-20.53% Sep 21, 2018 - Apr 5, 2019
#3	-2.16% Mar 7, 2023 - Apr 17, 2023	-19.31% Jan 4, 2022 - Feb 1, 2023
#4	-1.46% Feb 7, 2022 - Sep 7, 2022	-18.49% Nov 29, 2024 - Jul 23, 2025
#5	-1.43% Apr 2, 2025 - Apr 28, 2025	-13.67% Feb 2, 2023 - Jul 12, 2023
#6	-0.89% Nov 12, 2018 - Jan 18, 2019	-10.43% Aug 1, 2023 - Dec 1, 2023
#7	-0.57% Sep 23, 2022 - Nov 8, 2022	-9.69% Jan 26, 2018 - Aug 27, 2018
#8	-0.46% Aug 1, 2024 - Aug 9, 2024	-9.24% May 3, 2019 - Jul 24, 2019
#9	-0.43% Apr 17, 2023 - Apr 27, 2023	-7.88% Jul 26, 2019 - Oct 24, 2019
#10	-0.33% May 3, 2023 - May 12, 2023	-7.15% Feb 10, 2026 - May 8, 2026
#11	-0.26% May 1, 2023 - May 3, 2023	-6.91% Jul 31, 2024 - Aug 23, 2024
#12	-0.23% Dec 1, 2011 - Dec 15, 2011	-6.24% Mar 28, 2024 - Jul 16, 2024
#13	-0.23% Mar 9, 2026 - Mar 23, 2026	-6.10% Nov 16, 2021 - Dec 29, 2021
#14	-0.21% Mar 23, 2026 - Apr 6, 2026	-4.91% Oct 27, 2025 - Dec 3, 2025
#15	-0.21% Sep 29, 2021 - Feb 7, 2022	-4.66% May 10, 2021 - Aug 3, 2021

Correlation

Correlation between FLRN and WTV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2011 - 2026)

FLRN vs WTV dividend yield comparison.

Year	FLRN	WTV
2026	1.37%	0.52%
2025	4.89%	1.59%
2024	5.67%	1.54%
2023	5.68%	1.62%
2022	1.95%	2.08%
2021	0.39%	1.55%
2020	1.22%	1.63%
2019	2.76%	1.44%
2018	2.39%	1.94%
2017	1.64%	0.41%
2016	1.06%	0.00%
2015	0.63%	0.00%
2014	0.53%	0.00%
2013	0.72%	0.00%
2012	1.59%	0.00%
2011	0.13%	0.00%