IGIB vs USFR

Comparison between ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF) and WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF).

5-Year PerformanceUSFR has outperformed IGIB, delivering a return of +3.6% compared to +1.5%

IGIB vs USFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGIB(ETF)	USFR(ETF)
Net Assets	$18B	$18B
Expense Ratio	0.04%	0.15%
Max Drawdown	23.94%	1.36%
Sharpe Ratio	0.80	1.60
5Y Beta	0.09	0.00
5Y Dividends CAGR	11.84%	109.04%

Net Assets

IGIB

$18B

USFR

$18B

Expense Ratio

Winner

IGIB

0.04%

USFR

0.15%

Max Drawdown

IGIB

23.94%

Winner

USFR

1.36%

Sharpe Ratio

IGIB

0.80

Winner

USFR

1.60

5Y Beta

IGIB

0.09

Winner

USFR

0.00

5Y Dividends CAGR

IGIB

11.84%

Winner

USFR

109.04%

IGIB vs USFR - Historical Returns

Returns include dividend reinvestment.

Period	IGIB	USFR
1 month	+0.30%	+0.35%
3 months	+0.00%	+0.92%
6 months	+1.32%	+2.04%
1 year	+7.61%	+4.12%
5 years(CAGR)	+1.52%	+3.62%
10 years(CAGR)	+3.10%	+2.44%
Max(CAGR)	+3.88%	+1.94%

IGIB

+0.30%

Winner

USFR

+0.35%

IGIB

+0.00%

Winner

USFR

+0.92%

IGIB

+1.32%

Winner

USFR

+2.04%

Winner

IGIB

+7.61%

USFR

+4.12%

5Y(CAGR)

IGIB

+1.52%

Winner

USFR

+3.62%

10Y(CAGR)

Winner

IGIB

+3.10%

USFR

+2.44%

Max(CAGR)

Winner

IGIB

+3.88%

USFR

+1.94%

IGIB vs USFR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGIB	USFR
2026	+0.58%	+1.35%
2025	+9.54%	+4.21%
2024	+4.03%	+5.42%
2023	+8.67%	+5.18%
2022	-13.49%	+1.98%
2021	-1.59%	-0.03%
2020	+9.38%	+0.52%
2019	+14.25%	+2.02%
2018	-0.56%	+1.72%
2017	+3.50%	+1.03%
2016	+3.41%	+0.90%
2015	+0.41%	-0.12%
2014	+3.56%	-0.64%
2013	-0.34%	N/A
2012	+6.98%	N/A
2011	+5.71%	N/A
2010	+6.28%	N/A
2009	+10.28%	N/A
2008	-0.99%	N/A
2007	+5.95%	N/A

IGIB vs USFR Drawdown Comparison

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.

The current IGIB drawdown is -1.01%.

Rank	IGIB	USFR
#1	-20.63% Aug 3, 2021 - Jun 26, 2025	-1.36% Jun 15, 2015 - Feb 14, 2017
#2	-16.23% Mar 4, 2020 - Jun 9, 2020	-1.06% Feb 4, 2014 - Apr 20, 2015
#3	-14.46% Feb 5, 2008 - Jan 13, 2009	-0.80% Nov 17, 2017 - Apr 2, 2018
#4	-5.67% Jan 13, 2009 - May 13, 2009	-0.40% Jun 26, 2017 - Jul 28, 2017
#5	-4.66% May 2, 2013 - Apr 9, 2014	-0.35% Apr 20, 2015 - Jun 15, 2015
#6	-4.19% Dec 30, 2020 - Jul 28, 2021	-0.31% Jul 28, 2017 - Aug 4, 2017
#7	-3.77% Nov 4, 2010 - May 3, 2011	-0.30% Apr 3, 2017 - May 24, 2017
#8	-3.07% Sep 7, 2016 - May 17, 2017	-0.28% Feb 17, 2017 - Apr 3, 2017
#9	-3.01% Feb 27, 2026 - Mar 27, 2026	-0.28% Aug 4, 2017 - Sep 8, 2017
#10	-2.80% Sep 7, 2017 - Jan 22, 2019	-0.23% Feb 24, 2020 - Mar 19, 2020
#11	-2.35% Sep 6, 2011 - Nov 2, 2011	-0.22% Mar 19, 2020 - Apr 8, 2020
#12	-2.15% Nov 2, 2011 - Jan 17, 2012	-0.18% May 6, 2020 - Aug 7, 2020
#13	-2.14% May 8, 2007 - Aug 16, 2007	-0.18% May 2, 2022 - Jun 29, 2022
#14	-2.09% Sep 4, 2019 - Oct 4, 2019	-0.15% Sep 26, 2017 - Oct 25, 2017
#15	-1.96% Apr 24, 2015 - Mar 16, 2016	-0.12% Oct 1, 2020 - Jan 25, 2022

Correlation

Correlation between IGIB and USFR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2007 - 2026)

IGIB vs USFR dividend yield comparison.

Year	IGIB	USFR
2026	1.61%	1.20%
2025	4.59%	4.15%
2024	4.41%	5.17%
2023	3.78%	5.12%
2022	3.04%	1.78%
2021	2.52%	0.01%
2020	2.74%	0.40%
2019	3.44%	2.08%
2018	3.41%	1.67%
2017	2.51%	1.03%
2016	2.45%	0.29%
2015	2.51%	0.00%
2014	2.35%	0.00%
2013	2.61%	0.00%
2012	3.02%	0.00%
2011	3.76%	0.00%
2010	4.24%	0.00%
2009	4.53%	0.00%
2008	4.72%	0.00%
2007	5.02%	0.00%